Not the real crisis (yet)

Report Date: 14th January, 2021

We are looking to Italy to see the re-emergence of populism and a sovereign debt crisis which would hit the euro. But this is not it. The likelihood is the political deck chairs will be re-arranged on the same government deck. And of course the ECB will go on funding the 10% of GDP Covid fiscal deficit for the moment.

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Author: Independent Strategy

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