Raphael joins us to provide an overview of the French political developments and their potential impact on the economy. Aditya provides an update of his scenarios for European rates markets and how to position for duration, as we consider whether this situation is idiosyncratic to France or broadening to other Euro sovereign spreads.

Speakers:Thomas Salopek, Head of Global Cross Asset StrategyRaphael Brun-Aguerre, European Economist Aditya Chordia, European Rates Strategist

This podcast was recorded on 21 June 2024.

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