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QS and Sovereign Bonds: Short France, Long Switzerland

QS Team ·05 Oct 2026

Why this note? QS has been short French long-dated sovereign bonds (OATs) since 2024, long before it was fashionable, and today we changed the long end of that position. The reasons for the trade were never American. They were French, and the evidence is now in the numbers

#France#Paris Read More
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EMU

Archive Report ·David Roche ·02 Jun 1997

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Juergen Stark#Jacques Chirac#Helmut Kohl#Chancellor of Germany#President of France#Bundesbank Law Amendment#Gold Reserves#Amsterdam#Monetary Policy#France#Germany#Strategy Archive#Fiscal Policy#Stability Pact#Italy#Switzerland#Economic Policy#European Union#Bundesbank#EMU (Eurozone)#International Monetary Conference#Luxembourg#Zermatt#Frankfurt#Paris Read More
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