Need to Know Investment Podcast · Coutts

Need to Know - 05 December, Bernier, bananas and Black Friday

·36 min·3 clips
French 10-year bond yields hit 2.92%, matching risky Greek debt as markets punish incoherent fiscal policy.
The hosts discuss French political instability and its severe impact on bond markets, contrasting it with US fiscal resilience. They analyze the $6.2 million banana artwork as a Veblen good, drawing parallels to cryptocurrency speculation, and examine Black Friday trends and the Santa rally for insights into consumer spending and market sentiment.

As heard by us

A measured market conversation that turns a Black Friday trivia note into a useful macro lens.

Need to Know starts with a Black Friday trivia note and then settles into a clear look at political gridlock, bond spreads, and debt servicing as the hosts compare France and the US.

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Why you'd press play

You want Black Friday trivia that turns into a clear look at market reaction to political budget impasses.

Read the full recommendation in PlayNext →
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