Category Archives: Politics

French Oat-German Bund 10-year Spread

Posted on March 5, 2017 by macromon

Notice on the chart the Oat-Bund spread coming in 25 bps in past week.  We are buyers of a French dip.  See here and here. An apparent threat by far-right leader Marine le Pen to punish state employees who “persecute” … Continue reading →

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Trump & Le Pen compared in 90 seconds – FT

Posted on March 2, 2017 by macromon

Gideon Rachman, the FT’s chief foreign affairs commentator, compares the movements behind US president Donald Trump and French presidential candidate Marine Le Pen – in 90 seconds. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs  

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French Oat-German Bund 10-year Spread

Posted on February 26, 2017 by macromon

To assess Ms Le Pen’s chance of victory, The Economist has compiled current and historic French presidential polls, and used them to build a statistical prediction model. We find that if the first round were held today, Ms Le Pen … Continue reading →

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Circus Trumps Politic

Posted on February 24, 2017 by macromon

A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side  – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis.  … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on February 12, 2017 by macromon

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President Trump Checked By 9th

Posted on February 9, 2017 by macromon

Handoff to Justice Kennedy. . SEE YOU IN COURT, THE SECURITY OF OUR NATION IS AT STAKE! — Donald J. Trump (@realDonaldTrump) February 9, 2017

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QOTD: France’s Presidential Election

Posted on February 9, 2017 by macromon

In the first round you vote for the person you want; in the second you vote against the person you fear. – The Spectator

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The Clash of Generations Cometh

Posted on February 8, 2017 by macromon

The Times They Are a-Changin’, Come mothers and fathers Throughout the land And don’t criticize What you can’t understand Your sons and your daughters Are beyond your command Your old road is rapidly agein’ Please get outta’ the new one … Continue reading →

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European bonds suffer from uncertainty – FT

Posted on February 8, 2017 by macromon

Keep some powder dry to buy the French Dip.    That is,  the market panic over the  Euro elections,  if there is one. The French will hold the populist “Maginot Line” and Le Pen will lose in the second round, “bigly“.  … Continue reading →

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The French Presidential Race: Who’s who?

Posted on January 30, 2017 by macromon

Published on Jan 30, 2017 The Socialists The winner of the French socialist primary, Benoit Hamon, much to current Prime Minister Emmanuel Vall’s disappointment, will be the party’s presidential candidate. The main candidates have now been chosen for the two-round … Continue reading →

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