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Feb 15, 2019

Risks Re-Emerging After The Truce

Brunello Rosa

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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