Bulgaria faces a fresh wave of political turmoil after street protests over rampant corruption led to the resignation of the prime minister https://t.co/2pZSLDTIGF ...

Economic Performance - France's economy unexpectedly accelerated [1] Market Sentiment - Concerns were allayed regarding a potential loss of momentum due to political turmoil [1]

Global Market Overview - Global bond yields are climbing due to political uncertainty in France and Japan [1][42] - The U S stock market shows signs of frothiness and speculative excess [6][74] - Political changes are causing turmoil in markets around the world [68] Political and Economic Instability - The French Prime Minister resigned, leading to a weaker Euro and rising bond yields [1][3][45] - Japan is set for a new pro-stimulus leader, pressuring bonds and the Yen [1][11][13] - The U S government faces a shutdown, with federal workers at risk of mass firings [1][18][26] U S Policy and Trade - The U S is considering an equity stake in critical minerals, with a 77% jump in critical metals [5] - Potential renegotiation of the U S-Japan trade deal could impact relations [17] - Stellantis is planning to invest approximately $10 billion in the U S, while lobbying against potential tariffs [25] Company Specific News - Boeing signals an output hike for its 737 MAX jets as early as October, potentially increasing production from 38 to 42 jets per month [1][23][55][56] - Aston Martin expects sales to fall by a mid to high single-digit percentage this year due to U S tariffs [23][24] - Morgan Stanley upgraded Micron to a buy, anticipating double-digit growth in the next few quarters [5][48]

Industry Impact - France is experiencing new strikes, likely to disrupt air travel [1] - Political turmoil and higher taxes are diminishing France's appeal as a tourist and business destination [1]

Executive Search Trends - Boards prioritize candidates with CEO experience to manage economic and political instability [1] - Diversity is becoming a lower priority in the search for new CEOs [1]

Economic Activity - French private-sector activity declined to a five-month low [1] - The decline is attributed to fresh political turmoil in France [1]

Political Landscape - Thailand's Prime Minister Anutin Charnvirakul is nearing the formation of a new government [1] - This follows a period of political instability where a minority coalition marginalized the Shinawatra dynasty [1]

Core Insights - Stock markets remain resilient despite ongoing political turmoil in Europe and Asia, with major indices reaching record highs [1][3]. Group 1: Political Context - France is seeking its fifth prime minister in less than two years following a confidence vote loss by François Bayrou [2]. - Japan is also in search of a new leader after the abrupt resignation of Prime Minister Shigeru Ishiba [2]. - The U.K. is facing political challenges as Deputy Prime Minister Angela Rayner resigned over tax issues [2]. Group 2: Market Performance - France's CAC 40 Index increased by 0.4% on Tuesday and is up 1.2% for the week [3]. - Japan's Nikkei 225 rose by 1% over the week, despite a 0.4% decline on Tuesday [3]. - The U.K.'s FTSE 100 saw a 0.2% rise in morning trading after a 0.1% increase in the previous session [3].

Market Trends & Potential Risks - Carmignac predicts French bond yields could surge to 100 basis points above Germany's if political instability escalates [1]

Market Trends - The Thai baht's four-month rally is likely to falter [1] - Political turmoil is expected to weigh on the economy [1]