Medley Global Sees Risk From Two F's: France and the Fed

The transcript discusses the uncertainty in European markets due to political events like Brexit and the French elections. It highlights the lack of a sufficient insurance policy for such events and the differing outlooks between bond markets and businesses. The discussion also covers the potential impact of political changes on the UK and Europe, the reliability of polling data, and the economic future of France under Macron's leadership.

In what ways could the political landscape in Europe affect the UK's Brexit negotiations?

What factors contribute to the uncertainty surrounding the French election polls?