>be elites>know the French bond market is a ticking time bomb>quietly dump European bags>flee to the Dollar while retail is distractedListen up, anons. The thesis is simple and it's playing out right in front of us. France is functionally cooked. 119% debt to GDP, a 5.4% deficit, and a gridlocked parliament that can't pass a budget to save its life. The OAT-Bund spread is blowing out because the risk premium on holding French debt is getting toxic.The smart money already knows. Look at the DXY—it’s been grinding up relentlessly. Capital is fleeing the Eurozone and hiding in the dollar. At the same time, yields are starting to top out because the bond market senses a breaking point is coming. The elites are front-running a sovereign liquidity event. Lagarde and the ECB aren't stepping in to save them this time.The Euro is bleeding out. The Dollar is the lifeboat.How are we scheming this? What is the highest asymmetric play here?Short EUR/USD with massive leverage?OAT puts?Long specific US equities that benefit from a crushed Euro?Drop your plays. Let's front-run the collapse.
this entire crisis seems engineeredthe US has far bigger problems than France
>>62825217Uh nigger, the niggers are running amok in France and looting iPhones that get disabled as soon as they leave the store.
>AI slop>AI slop>AI slopdidn't readdo better with your propaganda
>>62825210I’m just buying and holding gold. I think this one will spread to every bond market and we get the final massive money printing round into hyperinflation.
>>62825210Fuck off with your AI slop
>>62825210I hope so I have Euro debt.
>>62825217its true but also not really, USA is still energy producer and also USD used in most international trade, europe has no military, no energy, taxes are way higher than in USA, european power was manufacturing sector, but now even China overtaking EU, i don't think there is a way out for europe, only way is make peace deal with Russia and import cheap energy, but i doubt its gonna happen.
>>62825217>the US has far bigger problems than FranceThey will make US's problem, everyone's problem, so in comparison it looks smaller.It is not enough that I win, others must lose!
>>62825210>ECB aren't stepping in to save them this time.Why not?>Short EUR/USD with massive leverage?Going long NOK/EUR seems like a good idea at first glance, given oil situation
>>62825770NOK because Norway is:>not part of EU>highly benefits from the oil situation>if oil situation gets worse, it's bad news for EU, good news for Norway>French situation will only make this more drastic>Norway is pretty much immune to damage from current crisises and only benefits from them allBut I'm a fucking retard so DYOR
>>62825772>While energy revenues are collected in foreign currencies (USD and EUR), oil and gas companies must convert a large portion of those funds into Norwegian kroner (NOK) to pay domestic taxes, suppliers, and operating costs on the Norwegian continental shelf.
>>62825210yes but there are many factors that can keep france afloat for a while>BCE could intervene and trick things>250 billions gold reserves in french treasury>political change could be coming (or not in which case 100% cooked)>france sill has 1410 billions annual income, they can spend it how they wish if things become too dire, they can just chose to stop funding shitskins or lower pensions 10% and still be able to pay
>>62826076>they can just chose to stop funding shitskinsNever going to happen
>>62825210Yeah, seems to be that France has the largest guaranteed pensions , free healthcare ?And also has HUGE budget holes in their pention funds as big as american pension funds?Who knew that giving boomers all of this free stuff for 30 years of retirement, while you don't have enough workers, would backfire??
>>62825217US dollar is global reserve currency and has the ability to raise taxes if it had to. France has neither of this >>62825252It's all your bitch ass deserves >>62825256Why wouldn't this just strengthen the dollar over gold?>>62825609Only one who understands. How do we make money off this tho >>62826076French government won't come to an agreement and taxes are already very high in France can't raise them much more
>>62825217except the us has a productive economy and forward growthwhereas france has an even bigger demographic melanin time bomb plus it's in the schengen so anyone capable will flee to another euro country easily
>>62830928the entire US "growth" is debt and deficiting spending, nothing else
