French Presidential Election – First analysis of the results

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Emanuel Macron has won France's presidential election, fending off a historic challenge from far-right candidate Marine Le Pen last Sunday. Macron took 58.5% of Sunday's vote, making him the first French leader to be re-elected in 20 years. 

What impact will the results have on national and international policy? How did markets react on the surprisingly comfortable outcome for Macron?  What is the impact on the Euro in the short and medium term? Will the French never elect a far-right president? And is Macron the new strong leader in the European Union? Find out more in this episode with our Julius Baer experts Sacha Walker, Head of Strategy & Business Operations Asia Pacific and Mathieu Racheter, Head of Equity Strategy at Julius Baer in Zurich.