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PoliticsEurope

Global Macro Scoreboard: EU Council, French Labor Reform

The EU Council delivers a firm message on Brexit, and opposition to Macron's labor law reforms founders.

iondfs

Fin de Chemin for French Labor Reform OpponentsAs Emmanuel Macron's effort to reform France's labor law creeps back to the top of the Scoreboard, it seems increasingly likely that ...

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MarketsPoliticsEurope

Weekly Asset Heatmap: Sweden

Our signals suggest concerns over a slowing housing market could trigger big moves in the krona and Swedish 10-yr yields.

heatmap-sweden

Our Riksbank signals suggest big moves in the krona and Swedish 10-yr yields may occur in the next 30 days....

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PoliticsSecurityAsiaEurope

Global Macro Scoreboard: Will Brexit Force a May-xit?

After a rocky Tory party congress, the Brexit hardliners continue to dominate the online conversation and flummox Theresa May.

cadecads

This week's Conservative Party conference laid bare the Brexit-related fault lines ripping apart the Tories. Prime Minister Theresa May and Chancellor Philip Hammond built on overt...

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MarketsPoliticsEurope

After Week of Turmoil, Can Catalonia Land on Its Feet?

Online conversation activity suggests the crisis may be abating.

dafs

CATALONIA | Images coming out of Catalonia since last Sunday's independence referendum have shocked the world: Spanish police beating Catalans and seizing ballot boxes; tens of tho...

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PoliticsSecurityEurope

The Catalan Crisis: The Vote Is Just the Beginning

Predata signals show unrest, violence set to continue.

uyug

CATALONIA | Undeterred by arrests, ballot seizures, and a court ruling that the vote would be illegal, Catalonia held an independence referendum today. The Spanish government crack...

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MarketsPoliticsEurope

Catalan Independence Showdown Bodes Ill for Spanish Markets

Equities and fixed income show historical sensitivity to independence movement volatility.

backtest

Global market attention to Catalonia's independence referendum, scheduled for 1 October, has picked up as the Spanish government ramps up its efforts to thwart the vote. Since Janu...

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MarketsSecurityEurope

Expect Up and Down Week for French Equities as "Autumn of Non-Subjugation" Kicks Off

Mounting anti-labor law reform demonstrations set to trigger CAC 40 volatility.

labor law

As we expected, Saturday's demonstration in Paris against Emmanuel Macron's labor reform efforts, lead by Jean-Luc Mélenchon's La France Insoumise (The Non-subjugated France) was l...

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PoliticsEurope

Global Macro Scoreboard: Strong AfD Showing Stirs Populism, Migration Concerns

In German elections today, Merkel secured another four-year mandate, but the nationalist right exceeded expectations.

scoreboard

Today, as expected, German voters handed Angela Merkel another four-year term. Less expected was the strong performance of the populist, far-right Alternative for Germany (AfD) par...

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PoliticsSecurityEurope

France's Non-subjuguated Autumn of Discontent to Begin Tomorrow

Expect tomorrow's anti-labor reform protests to rattle markets

df

A Predata signal trained to anticipate demonstrations and labor strikes in opposition to labor reform efforts in France has spiked sharply, suggesting tomorrow's scheduled protest,...

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PoliticsEurope

Showdown in Catalonia

Tension is building over the October 1 independence vote

cata

With legal backing from Spain’s constitutional court, Prime Minister Rajoy has moved aggressively to prevent Catalan’s independence referendum scheduled for October 1. The Spanish ...

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