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Macro Trends: France faces rising political and economic risks. This edition of Macro Trends explores how government instability, budget deficits, and weak growth are driving up bond yields and weighing on equities.
This edition of Macro Moves tracks currency momentum amid a weaker dollar, shifts in the 10s30s yield curve, and key equity signals. We also uncover seasonality in stocks, U.S. real estate trends, and Bitcoin’s changing correlations with traditional assets. Plus, daily insights on Palantir, Japan’s policy curves, and U.S. trade flows.
