In reaction to the Bank of England (BoE) Monetary Policy Committee (MPC) meeting and publication of its inflation report today, Michael Metcalfe, global head of macro strategy at State Street Global Markets, and Alan Wilson, senior investment manager of active fixed income at State Street Global Advisors offer their views.… Read More »
S&P Global Ratings said today that the outcome of the French presidential elections should have no immediate impact on the ratings on France (unsolicited AA/Stable/A-1+). On May 7, 2017, Mr. Emmanuel Macron was elected as the next president of the French Republic. Mr. Macron’s economic policy agenda during the election… Read More »
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Emmanuel Macron prevails over Marine Le Pen in second round of French presidential elections by a substantial 66-34 score With the threat of Le Pen’s anti-EU and anti-euro course now squashed, European markets can breathe a sigh of relief. That said, the election outcome was well discounted and we would… Read More »
With his victory as France’s new president-elect, Emmanuel Macron can celebrate – for now. Much will depend on whether he can secure a clear parliamentary majority in June. Nevertheless, this win for pro-EU Macron should help investors see the more positive side to the European story. With the election of… Read More »
Marine Le Pen of the National Front (FN) has fallen at the final hurdle in her quest for the Presidency of France. Her failure comes as a great relief to Europe’s markets and political elites – except those UK eurosceptics who thought she might be a friendlier ear during Brexit… Read More »
Emmanuel Macron, the independent, centrist candidate who has never held elected office, has won the second round of the French presidential election. The polls had indicated a Macron victory in the wake of his lead in the first round – and the polls were right. When Macron won the first… Read More »
Emmanuel Macron’s victory—and Marine Le Pen’s defeat—in the second round of the French presidential election will be greeted with widespread relief in markets, with bond spreads tightening alongside rallies in bonds and currencies Emmanuel Macron becomes the 25th President of France, having defeated Marine Le Pen in a second-round runoff.… Read More »
In reaction to the French general election results, Timothy Graf, head of macro strategy EMEA at State Street Global Markets, and Bill Street, head of investments for EMEA at State Street Global Advisors, offer their views. Tim Graf commented, “With Emmanuel Macron’s widely expected victory now confirmed markets can relax… Read More »
Two days before the runoff of the French Presidential Election, Emmanuel Macron is still clearly leading in polls. He is expected to have 62% of voters versus 38% for Le Pen. The recent upside for Macron is the consequence of Wednesday debate between the two contenders. Le Pen was very… Read More »
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