Slide deck: https://bit.ly/3uySr8Z   -

Today's special edition podcast features Saxo Macro Strategist Christopher Dembik, who takes us through his latest thoughts on the upcoming second round of the French presidential election, the outlook for the French political landscape after the June legislative election and the ECB's challenges on the stagflationary Euro Zone economic outlook. A few thoughts on EM and other topics on this special edition pod, which is hosted by John J. Hardy.

Intro and outro music by AShamaluevMusic