I did yesterday's live stream on bond market flows, i.e. who's buying and selling. There's been a lot of chatter that Japanese investors have been dumping French debt, but there's no sign of that in data through August when the spike in yields got started... robinjbrooks.substack.com/p/are-japane...
🇫🇷NAFOFrance
by @saltydogfella.bsky.social
NAFOFrance for French speakers and French NAFO news. +DSI Magazine + France Square News
President Macron’s approval rating has plunged to 15%, with favorable views among the French public falling to their lowest level since 2017. #Macron #France #ApprovalRating #FrenchPolitics #Polling #PublicOpinion #Snnfinland
⚡️ President Zelenskyy held urgent talks with the leaders of the UK, France, Finland, and Norway to coordinate a European response regarding the White House granting a sanctions waiver allowing Russian diesel exports.
On this morning's live stream, I talked about bond market flows and whether it's a hedge fund blow-up or Japanese investors pulling back that are driving the rise in French yields. It's neither. Instead, it's France's totally unsustainable fiscal policy... robinjbrooks.substack.com/p/are-japane...
🇺🇦Zelensky is trying to enlist the support of Europeans amid 🇺🇸Trump's statements: the president held a series of conversations today with the leaders of 🇬🇧Britain, 🇫🇷France, 🇫🇮Finland, and 🇳🇴Norway. ❓In your opinion. What should Zelensky do next?
Italy: A major prosecution targeting the Gallace clan of the ’ndrangheta has ended with 34 acquittals after a court rejected encrypted SkyECC messages obtained by French investigators as admissible evidence. 1/5
🇺🇦🇫🇷 Zelensky: It was during today's Russian ballistic attack on Kyiv that we spoke with the President of France. Thank you, Emmanuel, for your support. The need for additional air defense packages for Ukraine is obvious, and we are working with all partners to find appropriate solutions.
🇪🇺 Ireland -- which holds the EU's rotating presidency -- suggested Saturday slashing the bloc's next proposed budget by 140 billion euros ($155 billion), in a quest to bridge deep division and reach a deal by the end of the year. ➡️ u.afp.com/SCSN
Japan has great data on what its investors are doing overseas. They haven't been selling France in data through August, which is when that bond sell-off began. There may be individual asset managers scaling back, but in aggregate this rounds down to zero... robinjbrooks.substack.com/p/whos-selli...
French bond yields have been going vertical since early August. In August, the excuse was thin liquidity. Then it was stories about individual hedge funds blowing up and Japanese asset managers selling. These are just excuses. France has itself to blame... robinjbrooks.substack.com/p/whos-selli...
🧑🚀 French astronaut Sophie Adenot went through "all human emotions, from the most joyful to the hardest" during her eight months in space, she said back on solid ground in Germany. ➡️ u.afp.com/SCSo
"It's not very difficult to figure out who is behind this and who has the most to gain from this which is Russia." Associate Fellow @samdebendern.bsky.social joined @francoisf24.bsky.social (@f24debate.france24.com) to discuss the recent drone strikes on ships in the Black Sea, via @france24.com.
‼️🇺🇦🇺🇸🇪🇺 - Miami, Des représentants des États-Unis, de l'Ukraine, de la France, de l'Allemagne, du Royaume-Uni, de la Commission européenne et de l'OTAN ont discuté des moyens d'apaiser les tensions !⤵️ 📍🤨 Je ne comprends tjrs pas pourquoi on perd notre temps avec les 2 vrp businessman préférés de l'🍊
Ukrainian drones hit Russian supply trucks 770 times in September, French mapper Clément Molin counted. That’s up from 630 in August, even though Russia now runs its trucks to Crimea in convoys with their own air defense. The drones hit the gun trucks too. euromaidanpress.com/2026/10/09/c...