Peter Schaffrik

So hence joining me today, I have no two people better to speak on the topic.

So I have my colleagues, uh, George Moran, who is our European economist, and I have Peter Schaffrik, who's our chief European macro strategist.

Um, maybe the best place to start then is, uh, is the situation in France, uh, given it looks like that OATs, uh, have been the first mover and, and it's still very much, uh, getting most of the, uh, media attention.

So George, I know you've been writing a lot about the, um, French budget and fiscal situation recently, so perhaps you can share your thoughts, uh, on the topic.