Tag Archives: Macron

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

Posted on March 16, 2020 by macromon

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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QOTD: Vive la France!

Posted on November 17, 2017 by macromon

“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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Will France Launch The Molotov Cocktail?

Posted on April 22, 2017 by macromon

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

Posted on April 8, 2017 by macromon

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

Posted on March 25, 2017 by macromon

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

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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Will Fillon Scandal Boost Le Pen and Macron? – WSJ

Posted on February 1, 2017 by macromon

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 →

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