Global Political Drivers: European fight club

  • The Eurozone has turned twenty but far from grown up
  • The Italy-Germany combo ensures chronic crises, now with political fuel
  • That fuel will be distilled by this year’s European parliament election
  • The politics will allow ECB to supply palliatives – but not fundamental cures
  • Such resolution will only follow games of chicken, causing intense market turbulence

Economics

Politics

Markets

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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