Alive and kicking
Report Date: 10th February, 2017 Europe faces key elections this year. Uncertainty about the outcomes with the possibility of populist parties winning is driving up EZ bond yields. In particular is the fear that Front National Marine Le Pen could win in France. We don’t think will happen and the pro-EU centre will prevail. Don’t short French bonds. The EU and the EZ are alive and kicking!
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