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Tag Archives: French elections
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
French Oat-German Bund 10-year Spread
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
Posted in Euro, Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French elections, Le Pen, Macron, Oat-Bund Spread
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Will Fillon Scandal Boost Le Pen and Macron? – WSJ
Published on Feb 1, 2017 He was the front-runner in the race to become France’s next president. But have allegations that François Fillon misused public funds created an opening for far-right leader Marine Le Pen and centrist Emmanuel Macron? WSJ’s … Continue reading
The French Presidential Race: Who’s who?
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
Quote of the Day: Dissing the European Vote
You think this is why markets have bounced and are so sanguine about the European elections? We’re not so sure the European street can be dismissed that easily. “In 1981, François Mitterrand had one-and-a-half years to correct his Socialist course. … Continue reading
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged France, French elections, Germany, Hollande, Merkel
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Longs Send Out Mayday As ISM NMI Disappoints
Noisy markets. Noisy data. Buckle up for tomorrow’s big one. Today’s action was just the opposite of our May Day post when shorts got their manhood caught in a bear trap. Though we believe markets are a little too … Continue reading
Posted in Economics, Equities
Tagged China, Fiscal Cliff, French elections, Greek elections, ISM Non-manufacturing Index, S&P500
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Euro Trashed
As we posted last week, Enter French Politics (and Dutch). (click here if video is not observable)
Enter French Politics
President Nicolas Sarkozy and Socialist candidate Francois Hollande will likely emerge Sunday as the top two vote-getters in the first round of France’s Presidential election. The run-off is set for May 6th. Intrade gives Hollande more than an 80 percent … Continue reading