Category Archives: France

“The European Union borders and the Schengen borders will be closed”

It’s becoming pretty clear to us that the world is going to look much different on the other side of this crisis.  Diminished global supply chains and more nationalism.  Slower growth and higher inflation. Much will depend on the outcome … Continue reading

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eMac Rising: Macron Addresses Joint Session of Congress

eMac (Emmanuel Macron)  is emerging has emerged as the new “leader of the free world.” He was well received by the U.S. Congress today in an address to a joint session.   Remember Freedom Fries? Today’s speech on Capitol Hill by the … Continue reading

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QOTD: Vive la France!

“France is a paradise populated by people who believe they are in hell,” the writer Sylvain Tesson said in a radio interview earlier this year. – Bloomberg  (QOTD = Quote of the Day)

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French Oat-German Bund 10-year Spread

The Oat-Bund 10-year spread came in almost 20 bps after last Sunday’s first round of the French presidential election.   The Euro strengthened v. the dollar about 1 1/2 percent and was up about 2.3 percent for the month of April. … Continue reading

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Will France Launch The Molotov Cocktail?

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading

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French Oat-German Bund 10-year Spread

The Oat-Bund yield spread widened out about 7 bps this past week.  Hard left anti-EU candidate, Jean-Luc Mélenchon,  is making a late charge turning the first round of the presidential election into a 4-way horse race.    Though  Le Penn and … Continue reading

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French Oat-German Bund 10-year Spread

The Oat-Bund 10-year spread was pretty much unchanged for the week at 65 bps. The German 10-year yield fell over 10 bps for the week. Macron is slipping a bit in first round polling, but remains way ahead in the … Continue reading

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French Oat-German Bund 10-year Spread

The spread widened by about 5 bps this past week.   Macron still holds a slight lead in first round polling over Le Pen.   France’s Polling Commission of false reports by Russian news agencies, France’s polling watchdog has issued a warning … Continue reading

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French Oat-German Bund 10-year Spread

The Oat-Bund spread came in 8 bps last week probably on the back of a new poll showing the centrist. Emmanuel Macron, gaining ground. Macron is opening it up in second round polling, 30 points ahead of Le Pen,  but … Continue reading

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French Oat-German Bund 10-year Spread

But our sense is and what we are seeing in the European street is that these countries are repelled and more willing to run away from Trump rather than attracted to and running to him. –  Global Macro Monitor,  February … Continue reading

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