Champignon Briefings

Political

Fiscal Risks of French National Debt to the Federal Republic of Germany

May 3, 2026

Committee: Finanzausschuss des Deutschen Bundestags Prepared: May 2026 Classification: Committee Use Only

Economic

German Economy 2026 — Executive Briefings

May 3, 2026

Focus: Electability, coalition stability, voter pain points, and policy moves that win or cost seats.

Guide

München 2026: Realistischer Wahlguide zur Oberbürgermeisterwahl

May 3, 2026

Veröffentlichung: Februar 2026 | Wahltermin: 8. März 2026 (1. Wahlgang), 22. März 2026 (Stichwahl, falls erforderlich)

Investment

Weekly Investment Briefing — Week of May 5–9, 2026

May 2, 2026

Prepared: Sunday, May 3, 2026 | Valid through: Friday, May 9, 2026, close of business (CET/CEST) Risk Tone: Neutral-to-Risk-On | Dominant Theme: ECB Divergence & Q1 Earnings Validation