Risiko einer Handlungsunfähigkeit aufgrund eines zersplitterten Parlaments und einer klaren fehlenden Mehrheit.
Vorsicht bei französischen Staatsanleihen – wir sind untergewichtet
Risikoanlagen dürften eher auf das Makroumfeld und die geldpolitische Ausrichtung reagieren als auf die Ergebnisse der französischen Wahlen
Nouveau Front Populaire an der Spitze
Die zweite Runde der französischen Parlamentswahlen am Sonntag, 7. Juli, führte zu einer Trendwende im Vergleich zum Ergebnis der ersten Runde. Der deutliche Rückgang der Dreieckskonstellationen nach den Ergebnissen der ersten Runde am 30. Juni schwächte den Rassemblement National (RN) zugunsten der Nouveau Front Populaire (NFP), einem Linksbündnis aus La France Insoumise (LFI), den Sozialisten (PS), den Baidegqrpmq fwo xsf Kvaasa (LIUK).
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