Category Archives: Politics

A Country Off Sides Politically

Is it just us or do you feel the same political angst that seems to be pervasive throughout the country that we do?   Things not only feel surreal but there seems to be a prevailing sense of eeriness haunting our … 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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A Few Thoughts On Why Health Care Went Down

OK, comrades, let’s check our partisanship at the door and deal with some real analysis on the health care bill that just went down in flames. Here are a few of our thoughts on why the Trump/Ryan healthcare bill to … 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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French Oat-German Bund 10-year Spread

The 10-year France-German bond spread widened a couple basis points this past week, probably due to a general repricing in sovereign bonds in the euro zone on the back of Mario Draghi’s perceived hawkish statements at the ECB meeting on … Continue reading

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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

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Trump & Le Pen compared in 90 seconds – FT

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

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

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

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