France Travel Notes July 2018

TRAVEL NOTES

FRANCE: Europe’s (Temporary) Bright Spot

By Brunello Rosa and Nouriel Roubini

4 July 2018

In these travel notes we discuss:

• France’s current macroeconomic conditions;
• Macron’s domestic reform agenda, policy and political challenges;
• Macron’s European reform agenda and global presence; and
• Market implications of the above.

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