Category Archives: Politics

French Oat-German Bund 10-year Spread

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President Trump Checked By 9th

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

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

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

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?

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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Building a Wall Between the U.S. and Mexico – Stratfor

Stratfor Latin America Analyst Reggie Thompson discusses the steps that would have to be taken before the construction of a wall along the U.S.-Mexico border could begin. For more analysis, visit: http://www.Stratfor.com  

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America-first and the dollar-yen trade – FT

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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The Transition Trade

Nice chart (hat tip King David over at thinkinthemoring.com) from Wall Street Journal on the return of the Dow Jones after election day to the inauguration of presidents all the way back to McKinley when the Dow index was created. … Continue reading

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French Oat-German Bund 10-year Spread

Stabilizing at around 50 bps. Who will be elected president of France in 2017? https://t.co/NZvm7HNJXe via @PredictIt_ — Gregor Samsa (@macromon) January 22, 2017

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