Risks Re-Emerging After The Truce

By Brunello Rosa

15 February 2018

In this paper we discuss:

• The Italian “technical recession” in Q3 and Q4 2018;
• Italy’s fiscal position in light of the economic contraction;
• Recent political developments; and
• Implications for Italian sovereign bond yields and BTP/Bund spreads.

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Download PDF: Travel Notes – Italy February 2019