Is Brazil a hideout in the current environment? How will Italy refinance its debt? Is it time for CNY to head lower? Have we seen the top in DAX? And will the banking crisis move to Europe? Find the answers here.
Euro Watch: A conflict of interest emerging between ECB and Italy
With Lagarde and her companions taking a semi-hawkish stance recently, Italy is in a difficult position as funding possibilities are narrowing in front of their eyes. They need somebody to buy their govies, while the ECB wants to tighten policy further. Follow along in today’s piece, where we dive into the details of the Italian government and its debt problems.
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5 Things We Watch: Italy, Chinese reopening, Debt Ceiling, Excess Savings and FX positioning
What’s going on with Italian banks? How does the Chinese reopening look? What are the ramifications of a US shutdown? Will consumers run out of excess savings? And are FX crosses ready for a recession? Find the answers in this week’s edition.
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Out of the box #3 – Italian banks the first domino?
While everyone is looking at Europe for safety we are taking the other side of the trade. The unbalances of the Eurozone haven’t gone away and with inflation & dark clouds on the horizon, we question whether an indebted fragmented economy can hold fast as the economic winds turn unfavorable. Lagarde is running out of bullets and fiscal ammunition is in short supply
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