Episodes
Monday Apr 11, 2022
Many irons in the fire even as French election fails to add to volatility.
Monday Apr 11, 2022
Monday Apr 11, 2022
Today's slide deck: https://bit.ly/3DYjcqo -
Today we run down the factors that are pressuring market sentiment, even as the first round of the French Presidential election failed to trigger any immediate further EU existential concerns as the results largely were in line with expectations. Still, the second round is not a done deal for Macron, as we discuss on today's pod in breaking down voter intentions for the second round, Le Pen's strong momentum and her appeal to younger voters and possibly to many undecided voters in the final instance. Today's pod features Macro Strategist Christopher Dembik and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
Version: 20241125