Tag: Finance
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[Strategies & Scenarios] Long OAT-Bund Spread
We expect the French government to collapse following the no-confidence vote on Sep. 8th, resulting in the PM Francois Bayrou’s removal. While the political turmoil may be reduced after the appointment of a new prime minister, the possible risks of escalation and ongoing challenges to resolve the deficit pose significant risk to French government bonds.…
The Hedgehogs 