France | Bund/BTP/OAT Spreads & Budgets
European sovereign debt market woes continue to mount
US/French Election | Heuristics | Critical Thinking
Which industry has the best analysts? US/French election poll comments/feedback
French Election | Polling Errors | Euro 2024
Why the miss in polls? Finance guy’s date with a tree
France Election | Potential Poll Surprises
Quick take on France legislative election polls and potential surprises
Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
France Snap Election | Israel-Hamas
A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution
US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
FRANCE: The right fights, Macron benefits?
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FRANCE: State of the presidential race
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