“The initial embrace of populism has gained traction based largely on a belief that political disruption, as a mode of change, deserves the same status that creative destruction used to have in the post industrial era with resulting political entropy becoming one of the main sources of market volatility.”
Category: le pen
Watch Those Minutes. ADP Ahoy! Le Pen Loses Her Sh*t. And More On A Fun Wednesday
“Let’s not forget where we’re coming from,†he shouted, struggling to be heard over his rival. “You have been repeating the same lies for 40 years — those your father used to tell.â€
Currency Craziness, Car Carnage, Le Pen Jitters: Welcome To Tuesday, Dammit
Hitting the ground running on Tuesday it was an interesting overnight session. For one thing,
Boom! It’s Monday. Here’s What Happened While You Were Asleep
Well, it’s Monday. Welcome to Q2. Things were relatively subdued in the overnight session, as
What Do Government Bond Yields Know About The French Election That Everything Else Doesn’t?
“It would appear that the OAT-Bund spread is lagging relative to volatility measures in equity markets in response to the reduction in French election risk.”
Chart Check: “Le Pen Risk” Falls To Lowest In 5 Weeks
Is the Le Pen “tail risk” becoming more tail risk-ish?
These Charts Say We May Be Long Overdue For A “Flight To Safety” Episode
As explained in these pages exhaustively, last month’s “Holy Schatz” moment that saw the front
Euro Jumps To 6-Week High After Lunatic Loses Key Debate
We start Tuesday in Europe in the aftermath of the closely watched presidential debate at
Deutsche Bank Clients: If Le Pen Wins French Election, European Stocks Will Plunge
There are very few ‘Very Positive’ views for any outcome.
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
“Young People Are In Revolt”: Le Pen Dupes 40% Of France’s Youth
“Young people are in revolt,†says Ms Dieulafait. “We have had 50 years of right and left, and look at the millions of us that are unemployed, living in poverty, without stable jobs or housing . . . it’s time for a change in the system, it’s time for Marine.â€
Spot The Moment “Lunatic Populist President Risk” Rose This Morning
Remember what we said last night about having to think twelve steps ahead and how
A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
Here’s What To Expect If Things Go “Wrong” In France
Well here we are, one day on following a setback for European populism, and as
A Good News Type Of Day
Well damned if this wasn’t a good news type of day. We’d wager the only people
Goldman: Europe Must Break “Vicious” Cycle, Escape “Populist Trap”
“Europe is caught in a trap. The rise of populism is both a cause and a consequence of this trap.”
5 Weeks To Go Aaaand… Nothing
The following visuals depict the extent to which markets either have a better read on this year’s trio of elections in Europe than they did on the Brexit referendum and the US election, or the extent to which markets have learned nothing from those experiences.
“Have You Noticed Any Impact On Your Bank Accounts?” Le Pen Explains How She’s Not Going To Trigger A Bank Run
Well this one is fun. So here at HR, we’ve discussed at length the fact
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Chart Check: “Who’s Right?”
This one is kind of esoteric, but someone will get it.
Inside Steve Bannon’s Quest For World Domination
“The European Union project has failed,†Farage declared. “It is doomed, I’m pleased to say.†“It’s a great accomplishment,†Bannon said. “Congratulations.â€
“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
“It Means A Financial Crisis” Any Questions?
I really, really hope that I’m not right about France. But the setup is hard to
Will Everyone Just Chill Out? All Marine Le Pen Wants Is To “Set Off & Conquer The World”
As you know, Marine Le Pen is batsh*t crazy. As you also know, she’s hell
Your Ultimate Visual Guide To Angry Politics
On Saturday, I brought you “3 Dramatic Charts Show The ‘Collapse’ Of Global Political Order.”
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