Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads

Macro Hive Conversations With Bilal Hafeez · Oct 29, 2026 · 40m

Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is also a researcher in political economy at DGAP (German Council on Foreign Relations) and a leading economic and political analyst. In this podcast, we discuss:

French Budget vs. Political Crisis

The Far-Right vs. Far-Left Runoff Scenario

French Polling Mechanics & Constituency-Level Risks

Le Pen's Fiscal Rule & Brussels Confrontation

Mélenchon's Surge & Centrist Fragmentation

General Election Scenarios & Governance Gridlock

ECB…