ITALY: Minority government next?
Prime Minister Giuseppe Conte faces two key confidence votes in parliament this week as his political survival hangs by a few ballots. Following the exit of Matteo Renzi’s Italia Viva (IV) from the coalition, the PM informed President Sergio Mattarella of his intention to address… Become a member to read the rest of this […]
Dollar – Diversification, rotation and valuations
Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued to proliferate in the past month. The consensus view is still seemingly that a Democratic administration will fuel large US twin deficits a… Become a member to read the rest of this article
Argentina: What if There is No Agreement with the Fund?
For a long time, our baseline scenario has been that Argentina reaches an agreement with the International Monetary Fund around March or April. Today the chances that this agreement is delayed until 2022 or at least until the legislative elections of October have grown. There are… Become a member to read the rest of […]