Comments
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FMRe: French election; I think the balance of probabilities sees a good showing by Le Pen in the first round based on an immigration protest vote which will rattle markets before the second round on 7 May which will see Macron win and the start of a European equities rally
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SHe overestimates Macron. Macron does not have a party infrastructure, he has massive media support (which is tickle and can be a curse) and he is the epitome of the Fifth Republic establishment. Even
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VKThink France is too close to call - I'd ignore any political commentators views on this topic. There are simply too many people undecided.
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MYA very good series of interviews done by Ian on the 22nd of March, with very good insights into some potential trades. Thanks
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PRexcellent summary of Europe politically and economically. Marcus we have missed your insight. More please RTV.
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VKGood interview, but slightly too short!