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Category: france

A French Kiss In The Fog.

April 8, 2020April 8, 2020

Toss out the old methods and say hello to the largest contraction since World War II.

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Germany, Which Runs A Surplus And Can Borrow For Free, Posts Worst Industrial Production Plunge Since Crisis

February 7, 2020February 7, 2020

The YoY print was, in a word, terrible.

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So Much For ‘Green Shoots’: Europe Posts Worst Quarter For Growth In Almost Seven Years

January 31, 2020January 31, 2020

Japanification.

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France Threatens Retaliation To Proposed US Tariffs; Trump Says Nobody Taxes His Tech But Him

December 3, 2019

“It’s not the behavior we expect from the US toward one of its main allies”.

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2 Comments on France Threatens Retaliation To Proposed US Tariffs; Trump Says Nobody Taxes His Tech But Him

Trump Finds France Guilty In Digital Tax Probe, Plans Tariffs On $2.4 Billion Of Wine, Makeup, ‘Reptile Leather’

December 2, 2019December 2, 2019

Cheese, pedicure preparations, makeup and, of course, handbags.

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3 Comments on Trump Finds France Guilty In Digital Tax Probe, Plans Tariffs On $2.4 Billion Of Wine, Makeup, ‘Reptile Leather’

As NATO Faces Irrelevance, Trump Blamed In Brussels For Stoking Existential Crisis In Europe

November 27, 2019

“For the first time in history, there is an American president who is openly against a united Europe”.

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Dour Prediction For German Exports Spoils Decent French GDP Read

October 30, 2019October 30, 2019

“DIHK has not received such pessimistic replies since the crisis.”

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Another Growth Scare? From France To South Korea To Down Under, Fresh Data Paints Dour Picture

September 23, 2019September 23, 2019

We’re not out of the dark woods yet.

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5 Comments on Another Growth Scare? From France To South Korea To Down Under, Fresh Data Paints Dour Picture

Sorry France, Trump May Impose Those Wine Tariffs After All

September 7, 2019November 21, 2021

Cheers!

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4 Comments on Sorry France, Trump May Impose Those Wine Tariffs After All

Iran, France Rush To Finalize $15 Billion Credit Line Amid Escalations

September 3, 2019September 3, 2019

“We can have 20% enriched fuel within one or two days”.

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US Officials Say G-7 Rigged, Focuses Too Much On ‘Niche’ Issues Like The Future Of The Planet

August 24, 2019August 24, 2019

Donald Trump is mad his “input” on climate and inequality isn’t welcome.

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8 Comments on US Officials Say G-7 Rigged, Focuses Too Much On ‘Niche’ Issues Like The Future Of The Planet

In Europe, PMI Green Shoots Seen As Head Fake, While No-Deal Brexit Now Foregone Conclusion

August 22, 2019

Good news, bad news.

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1 Comment on In Europe, PMI Green Shoots Seen As Head Fake, While No-Deal Brexit Now Foregone Conclusion

Trump Caps Whirlwind Week With Cartoonish Oval Office Scrum, Supreme Court Wall Win

July 26, 2019July 27, 2019

The sheer amount of ground Trump covered on Friday is astonishing.

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In Marathon Twitter Harangue, Trump Goes After China, Apple, WTO, French Wine And Even Fox News

July 26, 2019October 25, 2021

“Proud Warriors!”, “CHEATERS” and other shenanigans.

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Doom And Gloom.

March 22, 2019March 22, 2019

Dour data and plunging bond yields.

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Center Stage: Full Week Ahead Preview

March 17, 2019

No pressure.

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Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle

December 11, 2018October 23, 2021

Europe can’t catch a break.

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The ‘Most Important Week Of The Year’? Full Week Ahead Preview

June 11, 2018June 11, 2018

I doubt it, but as Trump would say, “we’ll see what happens”…

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Terrible Tuesday.

April 24, 2018April 24, 2018

That didn’t go so well.

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Have Genius, Will Travel.

March 2, 2018March 2, 2018

Well needless to say, this was not a particularly inspiring week.

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oil5 Comments on Have Genius, Will Travel.

Euro Bulls Fired Up As German Coalition Talks Push Common Currency To Three-Year High

January 12, 2018

Long euro may be a crowded trade, but by God it’s worked out pretty well over the past couple of days. 

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Time For A French Kiss?

November 23, 2017November 23, 2017

Meanwhile, across the pond…

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Monsters Under The Bed.

September 22, 2017September 22, 2017

“To some extent the market’s resilience is justified; in other cases, however, it looks like a case of when rather than if potential shocks get priced in.”

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Russell Shuffle Day, Brexit Anniversary, & Crude Carnage

June 23, 2017

It’s Russell reshuffle day, which means equities will likely be jarred out of any summer

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“Hakuna Matata”?

June 22, 2017

“In our opinion, this is not dangerous market complacency but a reflection of an abnormally tranquil macro environment, with a benign economic outlook, very supportive financial conditions, and lower political risks”…

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Stocks Super Happy, Oil “Flirts With Collapse,” UK Brexits, France Wonders Why No One Voted

June 19, 2017

Generally speaking, it was a quiet overnight session as traders look forward to a light

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oil, OPECLeave a Comment on Stocks Super Happy, Oil “Flirts With Collapse,” UK Brexits, France Wonders Why No One Voted

How The ECB “Actively” Rescued Markets Ahead Of The French Election

May 23, 2017

“But the ECB is more than just a “passive acquirer” of assets, in our view. We think they are taking an active role in bond buying to manage the fallout from policy uncertainty (and prevent a tightening in credit conditions that would ensue if they didn’t).”

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

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  • Ambiguous New Home Sales Suggests Prices Firmed After Drop
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Recent Comments

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Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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