Tag Archives: Politics

New Italian government readies for power

Posted on May 31, 2018 by macromon

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

Europe Has A Big Problem

Posted on May 28, 2018 by macromon

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

Posted on May 24, 2018 by macromon

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

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Political unknown as Italy’s new Prime Minister?

Posted on May 21, 2018 by macromon

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…

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Italy’s North-South Economic Divide – France24

Posted on May 9, 2018 by macromon

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 →

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The Mother Of All Political Risk

Posted on March 15, 2018 by macromon

This would definitely destabilize the “American Street.” This is RUMINT, but pretty credible RUMINT: Trump preparing to fire Sessions, name Pruitt Acting AG (which he can be since he already holds a Senate confirmed position), and Pruitt fires Mueller. And … Continue reading →

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Tweet of the Day: Italy’s Impossible Trinity

Posted on March 4, 2018 by macromon

"Italy lives through a euro-zone impossible trinity: you cannot be in the euro, honour your public debt, and have a broadly stagnant economy." @terzibus quoting @FrancescoPapad1 on #ItalianElections & economy #ElezioniPolitiche2018 #elezioni2018 >> https://t.co/t7NzHE3Gyp pic.twitter.com/3oUAMydS8D — Bruegel (@Bruegel_org) March 4, … Continue reading →

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Merkel secures ‘grand coalition’ breakthrough – FT

Posted on January 13, 2018 by macromon

The German chancellor’s conservative bloc and left-of-centre rivals the Social Democrats have achieved a breakthrough in exploratory talks on forming a new ‘grand coalition’ ► Subscribe to FT.com here: http://bit.ly/2r8RJzM .

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European far-right parties seek to unify — EuroNews

Posted on December 17, 2017 by macromon
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How Brazil’s Once Mighty “Lula” Has Fallen

Posted on July 12, 2017 by macromon

There doesn’t seem a day that goes by without a political scandal in some emerging market rocking the tape.  Check that.  Add also developed markets.    Brazil, Pakistan, Mozambique, and, yes, even the United States. But today’s nine and half year … Continue reading →

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