Government policy
France: a crisis in slow motion?
The repricing of global yields has also eased the pressure on French sovereign spreads somewhat, but it does not solve structural debt sustainability issues.
Research
Blue Tsunami
The midterm elections have turned into a Blue Tsunami.
Research
Government debt sustainability
Rising debt and interest costs are increasing fiscal pressure. An acute crisis is unlikely, but gradual deterioration remains a key risk.
Research
When Trade Meets Economic Security
EU-China trade relationship under pressure
Research
Midterms and Markets
The midterm elections could mean a shift from unified Republican government to divided government.
Research
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.
Newsletter