Jonathan H. Todd

Finance, Investing, Economics

Tag: france

BlackRock’s Isabelle Mateos y Lago on an unstable France, even if Macron wins the presidency

This result should lead to a material reduction in perceived political risk in Europe. We do expect some risk premium to linger until legislative elections in June. Both Macron and Le Pen are not part of the mainstream parties that have dominated French politics in the Fifth Republic for nearly 60 years. If Macron becomes France’s next president, he may struggle to implement his agenda without a stable parliamentary majority.

BlackRock: The market implications of the French vote

The 3 charts to start your day: Le spread, Trump’s economy, and the retail apocalypse

Good morning. Here are 3 charts that are driving the chatter around finance, investing, and economics today.

Continue reading

How well did the betting markets predict the first round of the French presidential election?

French citizens put Emmanuel Macron and Marine Le Pen in the final round of the French presidential election. Did the betting markets get it right?

Continue reading

These 4 charts explain what the betting markets say about the French presidential election

Sunday April 23rd is the first day of the French presidential election. Betting markets are expecting a different race than the polls.

Continue reading

Mario Draghi Needs To Go Big With ECB QE – Just Look At The Performance Of The EU Versus The US and UK

The eurozone’s slow can be attributed to missteps in monetary policy, especially compared to the US and UK. A bold ECB QE program can solve it.

Continue reading

German Demand For EU Austerity: It’s Bad, But German Politics Are The Biggest Threat To The EU

Germany’s Demand for EU Austerity is wrong – but internal politics may be the catalyst that threatens the EU project

Continue reading

The Grossly Misguided Myth of “Post-Industrial America”

The narrative of “Post-Industrial America” – with jobs and production have been shipped overseas – is not only wrong, it’s dangerous.

Continue reading

6 Degrees Of Geopolitcal Separation: Franz Ferdinand to ISIS

June 28th marks the 100th anniversary of the assassination of Archduke Franz Ferdinand, which, of course, became the catalyst that ultimately led to World War I.

Today, the United States is debating on what measures, if any, to take in Iraq, where the Sunni-aligned Islamic State of Iraq and Greater Syria (ISIS) have been toppling weak defense forces of the Shia government, are are slowly making their way toward Baghdad. Continue reading

© 2017 Jonathan H. Todd

Theme by Anders NorenUp ↑

Bitnami