Here's your summary from France Election: Are Round One Results Good for Markets? (https://www.youtube.com/watch?v=X7JXJXHII1s) on the Bloomberg Television channel:

**TLDR:** The French election results may not be good news for markets, with potential negative outcomes for French equities and European integration.

1. Banks have thrived due to rising bond yields and risk premia, but future upside is uncertain.

2. French equities underperformed after the election, with potential for a hung parliament and limited decision-making.

3. The macro cycle is weakening, with monetary policy and global growth leadership shifting, impacting European stocks.

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