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.”
“The National Front rise is less impressive than these figures suggest.”
“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.”
The relief is palpable…
The one and only…
“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.”
“So what would it take to upset this perfect equilibrium? Something the market is not expecting, something completely out of left field, an unknown unknown”…
Hedging is so last … ummm… decade?
“There are a couple of ways in which these disconnects can be resolved. But until they are, global central banks need to tread warily. One resolution is of course equities retreat and yields decline, recognizing the dearth of liquidity. “
“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.”
“Some nine gigabytes of data were posted by a user called EMLEAKS to Pastebin”…
“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.”
“Moving over the small hump of the French election and back to 2014 we go.”
U.S. April Nonfarm Payrolls Rose 211k; Unemp. Rate at 4.4%
“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.”
Yeah, so it turns out that exiting the European Union is probably going to be
“I wonder if we aren’t setting up for a buy-the-rumour-sell-the-news reaction.”
Call it overconfidence if you want, but the “win” for the pollsters in the first
Last week, it was starting to look like traders had reached peak negativity with regard
Marine Le Pen has got herself a plan. See the thing is, she’s a Nazi.
So you should care about the evolution of rates strategists’ forecasts for the yield curve
“Some investors worry that the index’s earnings and price rely too heavily on a small number of companies, making the broad market vulnerable to a potential shock suffered by one of those firms.”
“This is the first time I hear this kind of bullshit, I have no memory of it. Maybe I gave an interview but these are not my favorite subjects.”
I’ve been a broken record when it comes to suggesting that geopolitics will become an increasingly important
Oh, dear God. So remember all those times we warned that Donald Trump seemed like
“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.”
“Trump’s expected announcement on his long-awaited tax plan Wednesday does little to boost dollar-long appetite, as bets turn clearly euro bullish.”
“It’ll just be a matter of how long it takes to work out which part of Trump’s proposal will justify that move after the fact.”
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