France | Bund/BTP/OAT Spreads & Budgets
European sovereign debt market woes continue to mount
Trade Update & Historical Performance
Recent and historical performance of SOM trades
Russia-Ukraine | Kursk Narrative vs. Reality
Intel chief narratives don’t change outcomes on the battlefield
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
Eurozone | Banks hit as peripheral spreads continue to leak wider
Keep pressing on the pressure point and Super Mario may return
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