Summary

Dimitris Valatsas discusses the current political situation in France and its potential impact on domestic and international affairs. He believes that further reforms in France are unlikely and that the focus will shift to international and European policymaking. Valatsas also discusses the volatility of the OAT DBR spread and predicts that it will remain high. He states that Macron will not resign and will serve out his term until 2027. Valatsas also touches on other European countries, including Italy and the UK, and shares his views on their fiscal situations. The transcript concludes with a discussion on the upcoming US presidential election and its potential impact on global macroeconomic trends.

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