The Paris Olympics will get underway at the end of the week amid an unusually gloomy mood. Not only has tourism been a disaster in June, but everyone is holding their breath, awaiting the back-to-school season with some wariness, and...
A new beginning. With political risks increasingly in check in France and US inflation surprising on the downside, there is room for a reversal in recent trends, which saw US big-tech equities driving global markets to an extraordinary...
Macron has managed to contain Marine Le Pen’s far-right party from taking the helm of France. While after the first round a week ago, it seemed this scenario was inevitable, the republican front formed by the centrists and left bloc...
What is going on in French politics? After heated political debates on this side of the Atlantic as well, the first round of the French legislative election confirmed the rise of the far-right (33.1%) in a context of high turn-out (67.5%)....
At this point in time, you are probably fed up with French elections and the associated market uncertainty. Yet, we cannot elude the topic one week ahead of the historical election that is likely to put the far-right in the driving seat....
On top of geopolitics and inflation concerns, now investors have to deal with another layer of complexity: renewed concerns about fragmentation risk in the euro area. Basically, it comes down to the idea that a security issued in euros in...