20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but major instability unlikely Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
21/06/2022 Economy & Markets French elections results open a phase of political gridlock The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
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.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but game is not yet won Update on the first round of the 2022 French Presidential elections
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”...