A Jefferies Group report on June 17th, Jinshi Data, said the retracement of French bank stocks seems to have been exaggerated. Jefferies compared the reaction of French bank stocks after Macron's unexpected announcement of early elections with the reaction of Italian bank stocks during the 2022 elections. Analysts said that at the time, Italian bank stocks averaged a 6% decline in the first five days, while French bank stocks fell by 13%. Analysts said, "We attribute this performance to the market's belief that Macron's actions are very risky, as it is not ruled out that there will be a major reshuffle in the political landscape, especially under the concern of fiscal expansion." Analysts said that the tough historical stance of right-wing opposition leader Le Pen on the EU is another possible reason.
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Jefferies: A queda das ações dos bancos franceses impulsionada por fatores políticos parece ser excessivamente acentuada
A Jefferies Group report on June 17th, Jinshi Data, said the retracement of French bank stocks seems to have been exaggerated. Jefferies compared the reaction of French bank stocks after Macron's unexpected announcement of early elections with the reaction of Italian bank stocks during the 2022 elections. Analysts said that at the time, Italian bank stocks averaged a 6% decline in the first five days, while French bank stocks fell by 13%. Analysts said, "We attribute this performance to the market's belief that Macron's actions are very risky, as it is not ruled out that there will be a major reshuffle in the political landscape, especially under the concern of fiscal expansion." Analysts said that the tough historical stance of right-wing opposition leader Le Pen on the EU is another possible reason.