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Posts in Italy
Shaky Confidence and Italy - May 28, 2019

Recent US data, such as the Case-Shiller Home Price Index, Durable Goods Orders, and New Home Sales continue to underwhelm, but this could be related to current trade tensions. The Italian budget is back in the news as the European Commission and Italy are once again at odds.

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Demographics vs. Trends & Elections in Italy - January 30, 2018

A paper from the BIS argues that demographics will lead to reversals in long-running trends in real interest rates, inflation and wage growth, and inequality. Italian Elections loom as major candidates express hostility toward the EU and offer up proposals to circumvent Eurozone fiscal and monetary rules.

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