Trump Backs Nexstar–Tegna Merger Amid Shifting U.S. Media Landscape 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
U.S. to Begin Paying UN Dues as Financial Crisis Spurs Push for Reforms 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Federal Judge Restores Funding for Gateway Rail Tunnel Project 
Pentagon Ends Military Education Programs With Harvard University 
Gold and Silver Prices Slide as Dollar Strength and Easing Tensions Weigh on Metals 
Jack Lang Resigns as Head of Arab World Institute Amid Epstein Controversy 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
Trump Signs Executive Order Threatening 25% Tariffs on Countries Trading With Iran 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
South Africa Eyes ECB Repo Lines as Inflation Eases and Rate Cuts Loom 
Iran–U.S. Nuclear Talks in Oman Face Major Hurdles Amid Rising Regional Tensions 
India–U.S. Interim Trade Pact Cuts Auto Tariffs but Leaves Tesla Out 
U.S. Announces Additional $6 Million in Humanitarian Aid to Cuba Amid Oil Sanctions and Fuel Shortages 
U.S. Stock Futures Slide as Tech Rout Deepens on Amazon Capex Shock 
Why a Republican Win Could Trigger Euro and French Bond Sell-Offs
Market Forecasts Following a Republican Win
As the U.S. election nears, Charles Gave of Gavekal Research urges investors to prepare for potential market shifts if Republicans win. According to Gave, a strong Republican win could trigger a sell-off of both the euro and French bonds due to economic pressures within the eurozone.
Potential Impact on the Eurozone
The eurozone faces significant economic challenges, with France at the forefront due to rising deficits and escalating debt. Gave suggests that a Republican win could intensify these issues, as U.S. policies under such a government may increase long-term interest rates globally. This could particularly strain the French economy, which lacks the economic growth needed to offset its high debt levels.
Historical Parallels and Policy Shifts
Gave draws comparisons to the 1980 U.S. election when Ronald Reagan’s administration enacted transformative economic policies that affected global markets. If Republicans win and proceed with tax cuts and government reduction, U.S. companies may see higher returns on capital, while international borrowing rates could rise.
France’s Economic Fragility
Gave warns that France’s financial stability is increasingly at risk, potentially paralleling crises like Latin America in 1982, Asia in 1997, and Greece in 2011. “Higher U.S. rates will push up long-term rates in other major economies, posing a serious challenge for France,” he stated.
