France
Global daily: Unwanted, not unwarranted
Oil prices rose again yesterday, while US bond yields stabilised and the French-German bond spread inched up. The French government has yet to reassure markets.
Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
France: Le Pen would bring fiscal uncertainty and friction with EU
Polls indicate that Le Pen could win the race for the French presidency. Subsequent parliamentary elections could extend uncertainty through spring.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.