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Names that match “Fillon”

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European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies. We think investors will demand a higher risk premium until the French Elections in M...

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n will receive enough votes to progress to the second round and is likely to be joined by Republican candidate Francois Fillon. Although when Fillon and Le Pen are polled together in a second round runoff Fillon is ahead by ~65%-35%, Le Pen is seen as capable of appealing to the...

Fwd: My Thoughts on Currencies
email TEXT-001-HOUSE_OVERSIGHT_026637.txt Nov 29, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…f 20 people approves of Hollande's performance. (3) The Presidential race in France is now between the Centre Right (Mr Fillon from the Republican Party) and the Far Right (Ms Le Pen from National Front). The pendulum in Europe, in my view, will swing to the right, and possibly o...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… for the world’s financial markets. Our central case is that centre right President is elected in France (with Francois Fillon now the official Republican candidate) and Merkel is returned at the head of a coalition government in Germany. Chart 19: German polls show a consistent...

Eurozone political calendar 2017
document IMAGES-002-HOUSE_OVERSIGHT_014474.txt Mar 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…U Front National Marine Le Pen is expected to progress to the decisive runoff. At present Republican Candidate Francois Fillon is also expected to make it through. 7 May 2017: French second round presidential elections Current polls, albeit their validity has been called into q...

Exhibit 24: US Real GDP During the Longest Post-WWII Recoveries
document IMAGES-003-HOUSE_OVERSIGHT_014561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…o break away from the European Union? In France, for example, upcoming elections in May 2017 are likely to pit Francois Fillon of Les Républicains against Marine Le Pen of the far right Front National. Le Pen has promised a referendum on whether France should stay in the European...

Mission Inn Hotel and Spa
document TEXT-001-HOUSE_OVERSIGHT_017526.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eace, and was recently awarded the much esteemed “Commandeur des Arts et des Lettres” by French Prime Minister Francois Fillon. In July of 2011 Hancock was designated a UNESCO Goodwill Ambassador by UNESCO Director-General Irina Bokova. Recognizing Herbie Hancock’s “dedication to...

Barty argued in The Trump Inflection, Le Pen’s victory has the potential to be even more
document IMAGES-002-HOUSE_OVERSIGHT_014476.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tral case is French political risk caps markets to the upside for Q1 and most of Q2 but that the centre right candidate Fillon is elected President. As Gilles Moec argues, his pro-market reformist agenda could unlock French growth and we think it could prove a significant positiv...

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies. We think investors will demand a higher risk premium until the French Elections in M...

Marine Le Pen victory could bring into question both the future of the EU and also the
document IMAGES-002-HOUSE_OVERSIGHT_014465.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… down the route of populism (revolt from the voters) or will we find relief for the markets if by the end of 2017 froma Fillon/Merkel duo being in charge of the two largest economies in the Euro Area. Recovery - the world looks a better place going into 2017 Reflation has been t...