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Another week of volatility and pressure on French spreads, which have touched 175bp. France’s fiscal position is becoming increasingly difficult to ignore (as we argued in our latest piece À bout de souffle: What’s up with France) : the budget deficit reached approximately 5.1% of GDP in 2025, while public debt rose to 115.6% of […]
On 31 May 2016, the former President of the European Commission Jean-Claude Juncker was asked why Brussels was so lenient on France’s repeated breaching of EU fiscal rules. The answer was short and telling: “Parce que c’est la France (Because it is France)”[1]. Ten years later, French public spending has reached 57% of GDP against […]
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we held more than 60 meetings with policymakers, central bankers, political and macro analysts, and the global investor community. Consensus is constructive on growth and not too negative on inflation risks. Carry trades and tech equities remain top longs, though enthusiasm for […]
Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with policymakers, central bankers, political and macro analysts, and the global investor community. The consensus is constructive on growth and not too negative on inflation risks. Carry trades and tech equities remain the most popular longs, […]
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