I’ve talked a ton about this, but I think it’s important to continually track how different assets are or aren’t pricing in the risk associated with a prospective Marine Le Pen victory in France. 86 more words
Tags » Le Pen
Well, we start in FX land on Monday morning and as has become the norm over the years, cable is moving on political news.
To be sure, the pound could really do without this right now. 882 more words
Investors’ speculations on the outcome of the upcoming French presidential election is causing volatility in the European bond markets.
On Monday, a poll showing Marine Le Pen in the lead for April’s first round caused yields on French 10-year bonds to rise to 1.064%. 149 more words
On Wednesday, following the release of the Fed Minutes, I noted that commentators were jumping the gun with the hawkish headlines.
I wasn’t claiming to be clairvoyant. 521 more words