Latest / Bondcast - The Rates Podcast
The Week Ahead: 12 – 16 October
Imogen Bachra shares her take on to watch in the week commencing 5 October.
Highlights:
1. France remains the key driver of European market sentiment
Initial optimism around fiscal consolidation commitments from the Rassemblement National’s Marine Le Pen and supportive comments from the ECB has faded.
France’s budget draft reaches parliament this week, with the possibility of an immediate attempt to block it through a confidence vote.
While the base case remains that a budget will eventually pass, further political uncertainty could weigh on markets and keep French government bond spreads…
The skinny
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