Edoardo Battistelli, CFA’s Post

#novumcapitalpartners French bond yields have surged over German yields to their highest level in seven years, as political uncertainty surrounding upcoming elections and concerns about potentially looser fiscal policies weigh on investor sentiment. The current political landscape has sparked concerns about a shift in economic policies that could exacerbate the nation's budget deficit and further impact its credit rating, which was recently downgraded by S&P Global Ratings. The market volatility has also impacted the CAC 40 index in Paris, which closed down nearly 2%, as investors adjusted to the many political developments. The upcoming snap election has led to a selloff in French bonds, a drop in the euro, and a plunge in bank stocks, reminiscent of the 2010-12 euro crisis, with investors treating France on par with Spain or Portugal due to concerns about the country's high debt and persistent budget deficits. Chart Source: Bloomberg Credits: Valentine Forsans - Investment Manager - Equity at NOVUM CAPITAL PARTNERS SA #FrenchBondYields #PoliticalUncertainty #FiscalPolicies #CreditRating #MarketVolatility #SnapElection #EuroCrisis #FranceEconomy

Live Now! | Nucleus Investment Insights Will Australia Raise Interest Rates While The Rest Of The World Cuts? 🗓️ Date: Thursday, August 1, 2024 🕒 Time: 12:30 pm AEST 📺 Watch Live on YouTube: https://lnkd.in/gWpVAaCz Want to know more? https://lnkd.in/grPgvqzm #InterestRates #Inflation #PortfolioProtection #InvestmentInsights #FinanceTalks #NucleusWealth #InvestmentInsights #Australia #InternationalShares #shares #economy

Certainly! Here’s a LinkedIn post that discusses euro bonds in a professional context: --- 🌍 Exciting Developments in the European Bond Market! 🌍 The recent buzz around euro bonds is impossible to ignore. As Europe continues to explore deeper financial integration, the discussion of issuing joint bonds by EU member states offers a glimpse into a potentially transformative fiscal policy tool aimed at strengthening the Eurozone. Euro bonds could not only provide a unified response to economic instability but also present intriguing opportunities for investors. By pooling debt, these bonds could offer higher liquidity and potentially lower interest rates, reflecting a collective economic strength that individual member states may not possess. For professionals in finance and investment, staying ahead of such developments is crucial. Understanding the implications of euro bonds will be key in navigating the future landscape of European investments. This could mean reevaluating portfolios or advising clients looking to diversify into stable, yet innovative financial instruments. Let's discuss: 1. How might euro bonds impact investment strategies in Europe? 2. Could the introduction of euro bonds drive more cohesive fiscal policies among EU countries? Feel free to share your thoughts and insights! #Finance #Investment #EuroBonds #EuropeanUnion #EconomicIntegration

How are you adapting your financing approach to navigate these global challenges? Global economic uncertainties are impacting property financing in Australia. Issues such as trade tensions, inflationary pressures, and fluctuating foreign exchange rates can influence borrowing costs preparing for potential market shifts. Strategies such as securing fixed-rate loans, diversifying funding sources, and closely monitoring economic indicators can help mitigate risks. Mansal Capital Finance - make it happen. Visit https://lnkd.in/gb9ZrGri #GlobalEconomy #PropertyFinancing #DeveloperInsights #MansalCapitalFinance

📉 French debt: The highest spread in 12 years! ✅ Each week our experts decrypt market trends for you. 🗓️ Salim Khalifa explores the current challenges on French sovereign debt, with historical spreads on Germany. 💡 Between strong domestic demand and increased caution by global investors, what implications do this have for bond markets? Discover our complete decryption. 📣 Investing involves risks, including loss of capital.

📉 French debt: The highest spread in 12 years! ✅ Each week our experts decrypt market trends for you. 🗓️ Salim Khalifa explores the current challenges on French sovereign debt, with historical spreads on Germany. 💡 Between strong domestic demand and increased caution by global investors, what implications do this have for bond markets? Discover our complete decryption. 📣 Investing involves risks, including loss of capital.

Turkey's turbulent landscape offers investors a mix of risk and reward. Through strategic positioning, seizing opportunities is possible, despite the challenges. Thornburg's Mustafa Arikan explains: https://ow.ly/6I1B50RKnvb #investing

CE Watch: 20 years EU membership - Bond market integration The integration of the government bond markets of the CE/SEE NMS with the core markets in the EU is a milestone on the way to a more developed economy. While integration, as measured by price movements vis-à-vis the reference market, can be quickly reversed in times of crisis, the recent pandemic has shown that targeted policy measures can prevent renewed fragmentation. Within the Visegrád countries, the Czech Republic has a high degree of bond market integration, while high beta names such as Romania, but also Hungary, remain sensitive. On the other hand, as part of a quantity-based integration analysis, non-resident holdings have not changed too much since the euro area sovereign debt crisis due to the phenomenal home bias of investors. 📌 Read more in the latest report by Stephan Imre & Dorota Strauch, CFA: https://lnkd.in/egRFhurH

French bond yields have surged over German yields to their highest level in seven years, as political uncertainty surrounding upcoming elections and concerns about potentially looser fiscal policies weigh on investor sentiment. The current political landscape has sparked concerns about a shift in economic policies that could exacerbate the nation's budget deficit and further impact its credit rating, which was recently downgraded by S&P Global Ratings. The market volatility has also impacted the CAC 40 index in Paris, which closed down nearly 2%, as investors adjusted to the many political developments. The upcoming snap election has led to a selloff in French bonds, a drop in the euro, and a plunge in bank stocks, reminiscent of the 2010-12 euro crisis, with investors treating France on par with Spain or Portugal due to concerns about the country's high debt and persistent budget deficits. Chart Source: Bloomberg Credits: Valentine Forsans - Investment Manager - Equity at NOVUM CAPITAL PARTNERS SA #FrenchBondYields #PoliticalUncertainty #FiscalPolicies #CreditRating #MarketVolatility #SnapElection #EuroCrisis #FranceEconomy

Turkey's turbulent landscape offers investors a mix of risk and reward. Through strategic positioning, seizing opportunities is possible, despite the challenges. Thornburg's Mustafa Arikan explains: https://ow.ly/xjlf50RKLsm #investing