The results from the first round of vote counting strengthen our confidence that, from this summer, France will have a president in favor of reforms for the first time. Even though this is what we thought the outcome would be, we are still relieved that this election is very different… Read More »
Emmanuel Macron and Marine Le Pen will be the two runners up of the French Presidential Election. This result is consistent with polls as it is shown below. Some remarks1 – The conservative party, Les Républicains, and le Parti Socialiste dropped dramatically in this election. Their number of voters is… Read More »
When it comes to the French presidential elections, it seems that many investors have their reading glasses on when they should be looking into the distance with their binoculars. While the presidential elections makes for great political theatre, regardless of who gets elected president, it will do little to overcome… Read More »
If Emmanuel Macron, a pro-European centrist, were elected, it would end the period of heightened political uncertainty that began with the UK’s Brexit vote. Emmanuel Macron’s victory in the French presidential election would not be a surprise – but it would be a relief. It would reduce the heightened political… Read More »
UK Prime Minister Theresa May’s call for a snap election could prove to be a shrewd move. If it succeeds, it could produce a Conservative government with a renewed mandate, as well as a significant boost for Brexit negotiations with the European Union (EU). How it helps the ConservativesUnder electoral… Read More »
European Economics - Credit Suisse -
The UK has called a general election on 8th June 2017. Theresa May blamed the opposition parties and the House of Lords for weakening her negotiating position with the EU and hopes that with the general election she will have a direct and stronger mandate to take the UK through… Read More »
UK Prime Minister, Theresa May, has called for a snap general election on 8 June 2017. If Theresa May’s Conservative Party (the Tories) can increase their majority in the snap general election called for 8 June, this should be bullish for UK equity markets and consumer confidence. The UK government… Read More »
According to the ECB, markets have over-interpreted the deletion of the mention that the “Council will act by using all the instruments available”. This removal has been justified (1) to communicate reduced tail risks; and (2) to signal that there is no longer a sense of urgency in taking further… Read More »
Ryanair, Europe’s No 1 airline, today called on the UK Government to put aviation at the forefront of its negotiations with the EU and provide a coherent post-Brexit plan, or risk leaving the UK without any flights to/from Europe for a period from March 2019, when it exits the EU.… Read More »
State Street Global Exchange released the results of the State Street Investor Confidence Index® (ICI) for March 2017. The Global ICI increased to 95.4, up 4.2 points from February’s revised reading of 91.2. Confidence among the European investors improved with the European ICI rising 11.9 points to 95, up from… Read More »
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