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File: 1793154148665.jpg (1.04 MB, 2400x1792)
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>be elites
>know the French bond market is a ticking time bomb
>quietly dump European bags
>flee to the Dollar while retail is distracted


Listen 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.
>>
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this entire crisis seems engineered
the US has far bigger problems than France
>>
>>62825217
Uh 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 slop
didn't read
do better with your propaganda
>>
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>>62825210
I’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.
>>
>>62825210
Fuck off with your AI slop
>>
>>62825210
I hope so I have Euro debt.



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