President Macron's snap election announcement has surprised markets, leading to some financial turmoil within the French markets. The election holds significant implications for France's debt and political landscape, especially with the potential rise of the far-right Rassemblement National posing a strategic gamble for Macron ahead of the 2027 Presidential elections.

, discusses the broader impacts of current economic events. Read the full article 

Arbion Observations, Mon Dieu, le Spread! - June 2024

, provides Arbion's Investment Viewpoints for April 2024 - 'Welcome to the Stickylocks economy'

▪ Equities, commodities, and other real assets have rebounded strongly, indicating a reflationary environment.


▪ Sticky inflation is trending higher and inflation expectations have risen substantially as a result.


▪ Consistent with that, benchmark yields have been increasing and forecasts for rate cuts have been reduced significantly.


▪ The US is currently the only economy exhibiting growth momentum which is reflected in elevated market valuations.


▪ After a better-than-expected first quarter, equity markets are expected to take a breather and consolidate their gains.

Arbion Viewpoints from the CIO - April 2024

Over the last months, we have seen increasing evidence of a rebound in growth across several large economies led by the US where GDP growth forecasts for 2024 have risen from 0.6% in August 2023 to 2.1% at present.

Arbion Observations, StickyLocks Economy - March 2024

With the Muslim holy month of Ramadan having just begun, our CIO, 

, takes a look over the indexes advised by the Shariah Supervisory Board.

Arbion Observations, Mon Dieu, le Spread! - June 2024

Mon Dieu, le spread!

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