top of page

Political Turmoil

July 1st, 2024

  • US politics in sate of flux and still five months to go

  • US equity market doesn’t agree with the Fed's view, but the bond market does agree

  • French politics in a state of flux

  • The ECB may be called to sooth the nerves of investors in the French bond market

  • Considerable change likely in UK election



bottom of page