French Political Storm: What It Means For Bonds And The Euro

French bond yields have risen significantly against German bunds and are likely to stay elevated or potentially move higher. The European Central Bank still appears to be a reliable backstop against excessive bond turmoil.

Seeking Alpha • Aug 27, 2025

After Brexit Came Regrexit - What's Next?

Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors.

Seeking Alpha • Feb 4, 2025

France Elections: Far-Right Rejected In Second Round, But So Is Macronism

The second round of the French National Assembly election delivered a hung parliament, as expected, but also a huge surprise. The far-right party National Rally fell from first to third place and the left-wing alliance of the Nouveau Front Populaire came out on top.

Seeking Alpha • Jul 9, 2024

How French Politics Could Affect European Asset Markets In June

French bond markets are selling off for a second day as investors adjust positions ahead of the unexpected French parliamentary elections later this month. We take a look at how European bond, FX and credit markets could perform.

Seeking Alpha • Jun 11, 2024

A Falling Euro Is Not The ECB's Biggest Headache

Along with rising speculation of EUR/USD approaching parity, the old question of how the European Central Bank should react to exchange rate movements is returning. We think that the falling euro is not the ECB's biggest concern on the road to a June rate cut.

Seeking Alpha • Apr 18, 2024

ECB Cheat Sheet: Is A Hike Hawkish Enough?

Markets are torn. Will the ECB hike this week or not?

Seeking Alpha • Sep 12, 2023

EUO: In The Event That The Euro Project Enters Terminal Phase

I discuss potential investment opportunities in Short ETFs, particularly betting against the euro currency. The euro is likely to see a severe downturn in the near future. The ProShares UltraShort Euro ETF is highlighted as a potentially profitable investment if timed correctly.

Seeking Alpha • Jul 13, 2023

Falling Inflation, Dollar Dominance And PBOC Moves With Marc Chandler

Marc Chandler and James Foord discuss international markets, economies and currencies. Has the Fed conquered inflation?

Seeking Alpha • Jul 6, 2023

The ECB's Unfinished Business To Weigh On Markets

The European Central Bank's job is not yet finished. Far from it. Our view is that the ECB will phase out reinvestments of its Asset Purchase Programme portfolio throughout 2023 by gradually removing the reinvestment cap.

Seeking Alpha • Dec 14, 2022

EUO: Important Catalysts Coming Up

EUO gives investors -2x the daily price returns of the Euro vs. the USD. The Euro had been one of the weaker major currency in 2022 due to a weak economy.

Seeking Alpha • Dec 3, 2022