It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
Category: france
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
One Bank Weighs In On The Euro’s “Sell The News” Moment
“The Euro went up a bit, down a bit and ended pretty much where it was last week. It faces two short-term challenges”…
“We’re Still Not As Dumb As Americans!” Sunday Night Satire
“We are smarter than the Americans, true, but they have set the bar very low, no?â€
Macron Elected President Of France In Landslide
Like father, like daughter. Crushed.
DB Explains Why Le Pen’s Performance Was “Less Impressive Than The Numbers Suggest”
“The National Front rise is less impressive than these figures suggest.”
Wall Street Weighs In On Macron Win
“And since we believe a Macron presidency has been embedded in market pricing since then, we do not expect his victory in today’s run-off to have a significant impact on markets from tomorrow.”
Barclays Tells You What To Expect If Macron Wins
Assuming Macron does indeed carry the day, here are the two possible scenarios and what to expect, according to Barclays…
#MACRONLEAKS Tied To RT-, Sputnik-Linked Twitter Accounts, Alt-Right “Jack”Ass
“DFRLab tracked the onset of the campaign to the Twitter account of Jack Posobiec. They also include @Languillem, which in March was the most active amplifier of Kremlin outlets RT and Sputnik in French, as the DFRLab has reported.”
The World Is Going Batshit Crazy – Thoughts Ahead Of A Big Weekend
“While it’s impossible to say which manifestation of populism anno 2017 will be the catalyst for events that will ultimately mark a dubious chapter in the history books, you can be certain that if the world keeps going down this road, something will eventually go terribly, terribly wrong.”
This Chart Definitely Doesn’t Show The ECB Rescuing France
“That’s just not how it works.”
Guest Post: Another FU?
“The market is way too cavalier about this weekend’s election. In modern history, there has never been a French election without one of the two main parties being in the second round. This is unprecedented. If someone tells you they know how the French electorate will behave, they are deluding themselves.”
Bloodbath: “Nightmarish Picture” For Iron Ore Triggers Metals Mayhem
“Iron ore demand is waning, which, against backdrop of near-record/record inventories and aggressive Chinese and seaborne supply, paints a nightmarish picture”…
Trader: Sunday Will Be The “Final Nail In The Coffin” For Euro Bears
“Those who trade on systemic market risks need to know when their expiry date has passed. It’s time for the euro to enjoy its life out of the limelight and let some other asset be the focus of market worry.”
Guest Post: It’s That Time Of Year Again
“I wonder if we aren’t setting up for a buy-the-rumour-sell-the-news reaction.”
“You’re Dismissed”: Here’s How Markets Are Feeling About Sunday’s Big Event
Call it overconfidence if you want, but the “win” for the pollsters in the first
It’s Tuesday And Some Folks In Europe Are Doing Some Manufacturing!
Ok, let’s see… It’s Tuesday and there’s some European PMI data you should note. Because
Monday Morning Humor: “No Rush”
Compare and contrast…
Fed, Jobs, & France: Full Week Ahead Preview
Ok, so who’s ready for next week? That’s right, today’s Sunday which means tomorrow is
Marine Le Pen’s Dad Is Pissed At A Dead Policeman For Being Gay
Marine Le Pen has got herself a plan. See the thing is, she’s a Nazi.
Video: “I Am The Candidate!” Le Pen “Ambushes” Macron In Hometown
“I am the candidate, above all, for the French people who do not want to be stripped of their jobs, of their purchasing power and who do not want to be put in unfair competition with low-cost countries.”
One Day, You’ll Realize Why These Charts Matter
You can file the charts shown above away in the “extremely useful information to have at your disposal” folder and we would be willing to bet you’ll find yourself referring back to them sooner or later.
Just One Quick Chart
Just a Tuesday quickie.
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
As Vol “Re-Enters The Doldrums,” Goldman Weighs In
“Around major political events over the past year implied vol has usually spiked close to the event given late positioning, as being long vol has been a negative carry trade. In the week after these events vol has fallen materially as the events have turned out to be less negative for markets than feared.”
Goldman: Globalization Will Prevail, Macron To Beat Le Pen Handily
“Following the first-round outcome, the Le Pen camp have claimed that the second round of the election will represent a choice between Mr. Macron’s pro-globalisation agenda and their candidates more protectionist stance. Ms. Le Pen proposes the cancellation of existing free-trade agreements and opposes future ones.”
“Of Sharks And Men”: A Reader Weighs In On The Future Of French Politics
“The blow-out personal performance of Mr Melenchon with almost 20% is very similar to the Le Pen vote in the desperation of broad areas of the country – the rural areas who feel abandoned, the suburbs where law and order are in short supply, the South exposed to poorly integrated immigrants.”
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