François Belle-Larant
@fbellelarant.bsky.social
Economist. Focus on macro-finance, sustainability and energy.
Currently @ French Treasury. Secretariat of HCSF (High Council for financial stability).
Views are my own and not my employer’s.
Currently @ French Treasury. Secretariat of HCSF (High Council for financial stability).
Views are my own and not my employer’s.
In any case, great piece !
August 24, 2025 at 9:03 PM
In any case, great piece !
I’m curious about the small superiority of GDP growth gap of populist countries vs. Counterfactual, pre entry in power of populists. I would have thought that slightly weaker growth would lead to having more probability to end up with populist (the difference might not be significant though).
August 24, 2025 at 7:31 PM
I’m curious about the small superiority of GDP growth gap of populist countries vs. Counterfactual, pre entry in power of populists. I would have thought that slightly weaker growth would lead to having more probability to end up with populist (the difference might not be significant though).
Le Haut Conseil a retiré son coussin pour le risque systémique sectoriel (sSyRB). Il rappelle ainsi que le cadre macroprudentiel est agile et que les instruments évoluent selon la nécessité de prévenir les situations spécifiques de nature à mettre en risque la stabilité financière
June 2, 2025 at 3:02 PM
Le Haut Conseil a retiré son coussin pour le risque systémique sectoriel (sSyRB). Il rappelle ainsi que le cadre macroprudentiel est agile et que les instruments évoluent selon la nécessité de prévenir les situations spécifiques de nature à mettre en risque la stabilité financière
Subtile sub-deal !
April 27, 2025 at 8:06 PM
Subtile sub-deal !
what's the scope of bonds considered ? I am noticing a strong decoupling of credit spreads in EU/US of HY corporates vs. their fundamentals. Impressive tightening observed.
March 27, 2025 at 1:34 PM
what's the scope of bonds considered ? I am noticing a strong decoupling of credit spreads in EU/US of HY corporates vs. their fundamentals. Impressive tightening observed.