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France’s political turmoil is far from over, and fiscal fears are growing. This is not a bond-friendly environment. In contrast, it is a good time to upgrade French equities. As the 2027 presidential race is about to begin in earnest, we make an early call on its outcome.
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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.
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