Debt Sustainability: Worry About France More Than The UK Or US
公開日
Political instability combined with the maths of debt sustainability is much more concerning in France than in either the UK or the US. Go long UK gilts versus French OATs and go tactically long GBP/USD.
このレポートのエグゼクティブ・サマリーにご興味がありますか?
Get instant access to this Executive Summary from BCA.
BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。