Here’s What’s Changed: “Markets Might Not Have To Wait Two Weeks To Sell Off”

It's probably safe to say we've reached something that approximates "peak" French election analysis on Wall Street. No one wants to be the macro (or rates or FX) strategist that didn't weigh in and/or recommend a hedge or a trade. Similarly, everyone is trying their hand at palm reading. Every poll is parsed. Previous election results are scrutinized. Anything to avoid what happened with Brexit and Trump, when everyone (including the pollsters themselves) failed miserably when it came to pre