What podcasts say about Virginie Maisonneuve

Every statement, with the speaker, the exact quote and the moment it was said.

What Virginie Maisonneuve has said on podcasts

38 statements · 17 positive · 15 negative · 6 neutral

on France budget deficitsNegativeOct 8, 2026· Bloomberg Surveillance
France has high budget deficits amid demographic pressures.
“budget deficits are pretty high”
Listen at 2:42
Open the episode · Bond Volatility and Energy Flows
on France pensions and benefitsNegativeOct 8, 2026· Bloomberg Surveillance
France has little fiscal room to maintain promised pensions and benefits.
“there's very little rooms to maneuver with what was what promised, if you want, in terms of pension, in terms of benefits”
Listen at 2:48
Open the episode · Bond Volatility and Energy Flows
on France fiscal pressuresNegativeOct 8, 2026· Bloomberg Surveillance
France’s fiscal pressures will affect voting in the next election.
“it has an impact on how voters will vote at the next election”
Listen at 3:01
Open the episode · Bond Volatility and Energy Flows
on French public-sector salary freezeNegativeOct 8, 2026· Bloomberg Surveillance
Proposed public-sector salary freezes have significantly affected French workers.
“That has had a big impact.”
Listen at 4:03
Open the episode · Bond Volatility and Energy Flows
on France fiscal trajectoryNegativeOct 8, 2026· Bloomberg Surveillance
France’s current bond-market position reflects at least 15 years of fiscal deterioration.
“it is, in my view, the result of 15 years at least of that path that has really led us where we are now”
Listen at 5:17
Open the episode · Bond Volatility and Energy Flows
on EuroNegativeOct 8, 2026· Bloomberg Surveillance
The euro has declined 4% against the dollar year to date.
“the euro has been weak year to date, minus 4% versus the dollar”
Listen at 5:57
Open the episode · Bond Volatility and Energy Flows
on Euro weaknessNegativeOct 8, 2026· Bloomberg Surveillance
Euro weakness raises imported energy costs and fuels inflation.
“that has an impact on imported energy costs, which are fueling inflation”
Listen at 6:02
Open the episode · Bond Volatility and Energy Flows
on France populismNegativeOct 8, 2026· Bloomberg Surveillance
France is experiencing a trend toward populism.
“the trend towards populism”
Listen at 6:31
Open the episode · Bond Volatility and Energy Flows
on Marine Le PenPositiveOct 8, 2026· Bloomberg Surveillance
Marine Le Pen has strong electoral support in France.
“Marine Le Pen having such a strong support”
Listen at 6:37
Open the episode · Bond Volatility and Energy Flows
on France deficit limitsNegativeOct 8, 2026· Bloomberg Surveillance
France is outside the European Union’s deficit limits.
“France is outside its deficit boundaries”
Listen at 7:14
Open the episode · Bond Volatility and Energy Flows
on U.S. economyPositiveOct 8, 2026· Bloomberg Surveillance
Economic resilience has surprised market participants.
“we've had some economic resilience that I think has surprised people”
Listen at 12:28
Open the episode · Bond Volatility and Energy Flows
on Federal Reserve reaction functionPositiveOct 8, 2026· Bloomberg Surveillance
Virginie Maisonneuve is relatively unconcerned about the Fed’s reaction function.
“I'm less worried about the Fed reaction function”
Listen at 12:43
Open the episode · Bond Volatility and Energy Flows
on Bond yieldsPositiveOct 8, 2026· Bloomberg Surveillance
Bond yields are attractive, allowing investors to select securities carefully.
“we're in a world where yields are attractive and people can be choosy about what they buy”
Listen at 12:54
Open the episode · Bond Volatility and Energy Flows
on Core-plus bond portfoliosPositiveOct 8, 2026· Bloomberg Surveillance
Core-plus portfolios should add yield on a risk-adjusted basis.
“we need to do it in a risk-adjusted basis”
Listen at 13:43
Open the episode · Bond Volatility and Energy Flows
on Current bond marketPositiveOct 8, 2026· Bloomberg Surveillance
The current bond environment differs materially from 2022.
“we feel pretty strongly this is not 2022 again”
Listen at 14:21
Open the episode · Bond Volatility and Energy Flows
on Bond couponsPositiveOct 8, 2026· Bloomberg Surveillance
Starting bond coupons are substantially more attractive than in 2022.
“starting coupons are much more attractive”
Listen at 14:26
Open the episode · Bond Volatility and Energy Flows
on Fixed-income strategiesPositiveOct 8, 2026· Bloomberg Surveillance
Fixed-income strategies continue receiving investor inflows.
“we're still seeing flows into fixed income and to our strategies”
Listen at 14:52
Open the episode · Bond Volatility and Energy Flows
on New-issue bond concessionsNeutralOct 8, 2026· Bloomberg Surveillance
New-issue bond concessions remain relatively small.
“new issue concessions have still been relatively skinny”
Listen at 15:24
Open the episode · Bond Volatility and Energy Flows
on New-issue bond concessionsNeutralOct 8, 2026· Bloomberg Surveillance
New-issue concessions are approximately four basis points.
“as in four basis points or something like that”
Listen at 15:27
Open the episode · Bond Volatility and Energy Flows
on September bond supplyNegativeOct 8, 2026· Bloomberg Surveillance
September bond supply exceeded investor expectations.
“people were positioned for a fair amount of supply in September, but that was a little bit more than I think people expected”
Listen at 16:38
Open the episode · Bond Volatility and Energy Flows
on AI investmentsPositiveOct 8, 2026· Bloomberg Surveillance
AI investment is running above 3.5% of GDP.
“it's running like north of three and a half percent of GDP”
Listen at 17:34
Open the episode · Bond Volatility and Energy Flows
on AI investmentsNeutralOct 8, 2026· Bloomberg Surveillance
At least one-third of AI investment is debt financed.
“at least a third of it, if not more, is being debt financed”
Listen at 17:39
Open the episode · Bond Volatility and Energy Flows
on AI SpendingPositiveOct 8, 2026· Bloomberg Surveillance
AI-related corporate capital expenditure is a productive use of capital.
“This is a productive use of capital”
Listen at 18:03
Open the episode · Bond Volatility and Energy Flows
on Bond yieldsPositiveOct 8, 2026· Bloomberg Surveillance
Bond yields are attractive in the current market.
“we've got yields that are attractive”
Listen at 18:11
Open the episode · Bond Volatility and Energy Flows
on AI capital investmentNeutralOct 8, 2026· Bloomberg Surveillance
Investors should distinguish which companies will earn returns on AI capital.
“we're getting at is being discriminating about who's going to earn a return on that”
Listen at 18:17
Open the episode · Bond Volatility and Energy Flows
on Bond sell-offPositiveOct 8, 2026· Bloomberg Surveillance
The bond sell-off can create a buying opportunity.
“that actually can provide a buying opportunity”
Listen at 19:00
Open the episode · Bond Volatility and Energy Flows
on 2026 U.S. midterm electionsNeutralOct 8, 2026· Bloomberg Surveillance
The midterm outcome is close to a coin flip.
“We think it's closer to a coin”
Listen at 20:09
Open the episode · Bond Volatility and Energy Flows
on Europe winter energy outlookNegativeOct 8, 2026· Bloomberg Surveillance
Europe’s winter energy outlook could be more bearish than expected.
“we could be more bearish”
Listen at 27:07
Open the episode · Bond Volatility and Energy Flows
on Qatar Energy Golden Pass LNG projectPositiveOct 8, 2026· Bloomberg Surveillance
Qatar Energy’s Golden Pass project could send more LNG cargoes to Europe.
“we could see more cargoes heading to Europe”
Listen at 27:52
Open the episode · Bond Volatility and Energy Flows
on Germany gas storageNegativeOct 8, 2026· Bloomberg Surveillance
Germany currently has among Europe’s lowest gas-storage inventories.
“germany is the country in europe right now that has the lowest stores among the lowest storage inventories”
Listen at 28:28
Open the episode · Bond Volatility and Energy Flows

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.