…Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the Ita...
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do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc.
…rozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the Ita...
…ut the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referendum an...
and markets could become concerned about it earlier if Renzi loses the
…ut the former, bullish camp wins for now, my colleagues suggest. There are skeptics though. 2) In Europe, do fears over Renzi losing & Le Pen winning climb over the big momentum behind banks etc. Again, my equity team suggests, "no, reflation wave may win over Italy referendum an...
…ted for 70 years.” —Marine Le Pen, leader of France’s National Front “Between Putin and [Italian prime minister Matteo] Renzi I will always choose Putin. I wish Putin tomorrow morning became chairman of the Council of Ministers of Italy.… Punishment against Russia [through sancti...
…itutional reform, which is another vote against governing party on Dec 4. But unlike UK/ US, this would be expected and Renzi is likely to stay on so the outcome should not carry the same surprise or uncertainty factor for markets. The tail risk are also two way. A large “No” vot...
…des of men?" Europe, where a proliferation of A new mission: To train Europe's budding populists to do what he did. Mr. Renzi, he sai ject lesson to eve tician in Europe," one. And he has become fascinated The former prirr with crypto currencies and how said, had tried to they ca...