Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
ITALY: Draghi’s “Black Friday”?
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ITALY: A noisier political backdrop but Draghi won’t lose much sleep over it
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ITALY: Local elections – key issues
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ITALY: M5S turmoil unlikely to affect government stability
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ITALY: From Super Mario to Mario?
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ITALY: More of the same
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ITALY: New restrictions, new subsidies
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ITALY: Still waiting for a change of gear in the fight against Covid-19
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