Independent Strategy

A safe pair of hands

Report Date:  31st January, 2022

After a week and seven unsuccessful attempts to find common ground and elect a new President of the Republic to succeed the hugely popular Sergio Mattarella, the main Italian political party leaders have given up and have asked Mattarella to stay on for a second seven-year term. We remain short Italian sovereign bonds, as we are short Bunds, USTs and Gilts (new). We are also short the euro versus the US dollar.

To read the full report - Login or Subscribe

SUBSCRIBE
Author:
< Back|All Reports|< Previous   Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

Confidence in China isn’t coming back
Confidence in China isn’t coming back
David Roche CNBC Asia Squawkbox 08/11/23
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche CNBC Asia Street Signs 20/10/23
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
David Roche CNBC Asia Street Signs 20/10/23
China in the next decade
China in the next decade
David Roche Bloomberg TV 27/09/23

Subscribe to our YouTube Channel