Amareos

Ryan Shea

Thematic (Sector/Industry)

The upcoming French election has, as we warned previously (<a href="https://www.smartkarma.com/insights/the-market-sentimentalist-redshift-politics" target="_blank" data-smartkarma-citation="insights:8677">The Market Sentimentalist: Redshift Politics</a>), rattled investors. Intra-regional government bond spreads have widened as investors view the perceived safety of German Bunds as a more attractive investment characteristic - and hence destination for their capital - during times of heightened political uncertainty.The catalyst for this price action has been the steady rise in support in the polls for Front National leader, Marine Le Pen, whose economic policy pledges include pulling out of the single currency and taking away the Banque de France’s operational independence and coercing it to print money in support of a more stimulative fiscal policy stance.Having been caught off-guard by the Brexit and Trump votes last year investors are wary, and understandably so. But what do the same crowd-sourced sentiment indicators that flagged both of these earlier "surprises" suggest? Are we in for yet another populist victory?

The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional government bond spreads have widened as investors view the perceived safety of German Bunds as a more attractive investment characteristic - and hence destination for their capital - during times of heightened political uncertainty.The catalyst for this price action has been the steady rise in support in the polls for Front National leader, Marine Le Pen, whose economic policy pledges include pulling out of the single currency and taking away the Banque de France’s operational independence and coercing it to print money in support of a more stimulative fiscal policy stance.Having been caught off-guard by the Brexit and Trump votes last year investors are wary, and understandably so. But what do the same crowd-sourced sentiment indicators that flagged both of these earlier "surprises" suggest? Are we in for yet another populist victory?

The Market Sentimentalist: French Election Special

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European members of NATO likely to be obliged to raise defense spending substantially, the need for continued QE in the Eurozone is diminishing. As expectations about ECB policy change, the Euro should steadily edge higher.-The US Fed targets the core PCE deflator, which was up 1.7% YoY in December (broadly the same pace as in the previous four months). Although…

-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European members of NATO likely to be obliged to raise defense spending substantially, the need for continued QE in the Eurozone is diminishing. As expectations about ECB policy change, the Euro should steadily edge higher.-The US Fed targets the core PCE deflator, which was up 1.7% YoY in December (broadly the same pace as in the previous four months). Although…

Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017

United Kingdom

Henderson International Income Trust is an Investment Trust incorporated In the United Kingdom.  The investment objective is to invest outside the UK into the global growth and income sector.

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The Market Sentimentalist: French Election Special

The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...

Amareos

Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017

-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...

Prasenjit K. Basu

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52-week Range

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