The Market Sentimentalist: Celebrate With Caution
SummaryMacron’s win in the first round of the French presidential election was the baseline scenario for most investors. Despite the lack of a...
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The Market Sentimentalist: European Elections (Part 1) – France Votes
Summary: Uncertainty over the result of this weekend’s first round vote in the French presidential election continues to weigh on financial...
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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...
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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...
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The Market Sentimentalist: Redshift Politics
Donald Trump is a highly polarizing force, both at home and abroad. That is clear and very consistent with our US crowd-sourced sentiment...
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