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Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads
Episode 382
Published 14 hours ago
Description
Shahin Vallée is a former advisor to the President of the European Council (Herman Van Rompuy) and to the French Minister of Economy (Emmanuel Macron). He is also a researcher in political economy at DGAP (German Council on Foreign Relations) and a leading economic and political analyst. In this podcast, we discuss:
- French Budget vs. Political Crisis
- The Far-Right vs. Far-Left Runoff Scenario
- French Polling Mechanics & Constituency-Level Risks
- Le Pen's Fiscal Rule & Brussels Confrontation
- Mélenchon's Surge & Centrist Fragmentation
- General Election Scenarios & Governance Gridlock
- ECB Interventions & German Political Friction
- 2027 ECB Leadership Transition & European Risks