Tag Archives: Italy

Week In Review – June 15

Summary Friday’s markets were surprisingly resilient given the escalation of the trade wars Big recovery in Euro periphery sovereign spreads on the back of Italian FinMin’s statement backing the euro currency Angela Merkel is having big problems within her government. … Continue reading

Posted in Uncategorized, Week in Review | Tagged , , , , , , , , , , | Leave a comment

Swan Lake – June 13

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM The Euro swans continue to stabilize.   Barry Eichengreen out … Continue reading

Posted in Black Swan Watch, Uncategorized | Tagged , , , | Leave a comment

Swan Lake – June 11

We are not discussing any proposal to exit the euro. The government is determined to avoid the materialisation of market conditions that push us towards an exit in any way.  –  Giovanni Tria,  Italian finance minister, June 11 Italian and Euro … Continue reading

Posted in Black Swan Watch, Eurozone Sovereign Spreads, Uncategorized | Tagged , , , , , , | Leave a comment

Italy’s New Government: Who’s Who?

After weeks of negotiation the Italian Government is ready to get to work. But who are the key players? … READ MORE : http://www.euronews.com/2018/06/06/it…

Posted in Italy, Politics, Uncategorized | Tagged , , | Leave a comment

New Italian government readies for power

Italy’s new government is set to be sworn in on Friday (June 1). Alongside Prime Minister Giuseppe Conte, Matteo Salvini, leader of The League, will serve as Interior Minister; Luigi Di Maio, leader of Five-Star, will be MInister of Industry … Continue reading

Posted in Italy, Politics, Uncategorized | Tagged , | 1 Comment

Swan Lake – May 31

Italy calmer as market turns it focus on trade wars. Deutsche Bank making all-time lows as it was hammered again due to its U.S. business put on problem bank list.   DB is now getting the market’s attention but still doesn’t … Continue reading

Posted in Black Swan Watch, Bonds, Euro, Eurozone Sovereign Spreads, Uncategorized | Tagged , , , | 2 Comments

Europe Has A Big Problem

Italy’s president, Sergio Mattarella,  named Carlo Cottarelli, prime minister as the attempt to form a left-right populist coalition government fell apart after Mattarella’s veto of Eurosceptic economist, Paolo Savona as finance minister.    An extraordinary development almost tantamount to the Queen … Continue reading

Posted in Bonds, Euro, Eurozone Sovereign Spreads, Italian Yields, Uncategorized | Tagged , , , , | 32 Comments

Swan Watch: Italy’s New Prime Minister Faces Challenges

The macro swans continue to gather. Giuseppe Conte says he will be the defender of the people but faces a tough political task at home and hard negotiations with Europe ► Subscribe to FT.com here: http://bit.ly/2GakujT

Posted in Eurozone Sovereign Spreads, Italian Yields, Uncategorized | Tagged , , | Leave a comment

Political unknown as Italy’s new Prime Minister?

Italy’s populist Five Star Movement and the far-right League have proposed Giuseppe Conte as the country’s new prime minister.… READ MORE : http://www.euronews.com/2018/05/21/po…

Posted in Italian Yields, Italy, Politics, Uncategorized | Tagged , , | Leave a comment

Italy’s North-South Economic Divide – France24

Italy 10-year closed at 1.88 percent today,  6.7 bps wider versus the 10-year bund for the week, but still 14 bps tighter year-to-date. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country … Continue reading

Posted in Bonds, Charts, Interest Rates, Italy, Uncategorized | Tagged , , | Leave a comment