Tag Archives: French elections

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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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

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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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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

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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

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Euro Trashed

As we posted last week,  Enter French Politics (and Dutch). (click here if video is not observable)

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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

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