Italy Scenario Analysis October 2018

SCENARIO ANALYSIS: ITALY

Walking A Dangerous Line

By Brunello Rosa

5 October 2018

In this paper we discuss:

• the budget framework published by the government today;
• the likely reaction of the EU Commission, markets and rating agencies;
• the scenarios that open up for Italy in the short, medium and longer-term; and
• the market implications of all the above.

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