26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides continuity but lacks political support The incumbent president’s re-election avoids an unpredictable political phase for France.
5/04/2022 Economy & Markets French elections: let the race begin The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.
5/04/2022 Economy & Markets Macron’s 2017-2022 economic policies: predominantly supply-side, before Covid shifted the priority to fiscal support The first half of Emmanuel Macron’s term (from H2 2017 to the Covid outbreak, in Q1 2020) featured a significant number of “structural” or “supply-side”...
17/06/2019 Asset Pricing & Behavioural Finance International Stock Market Co-Movements and Politics-Related Risks We investigate the determinants of international stock market co-movements, shedding light on the relevance of politics-related factors.