We think there are many reasons why Italian bond yields are likely to go higher, like eurozone tensions, a rising yield global environment, ECB tapering, political uncertainty, etc. Unfortunately, for US-based investors, the pickings are basically very slim. One has to have access to European markets, where there is only one ETF listed. There are […]
Entries Tagged as 'Italy'
March 30th, 2017 · Comments Off on The Coming Italian Bond Explosion
March 3rd, 2017 · Comments Off on Will Italy’s Lost Decades End With A Bang?
Italy’s economy isn’t expected to return to its 2007 output level until the mid 2020s. While Italy would benefit from an Italian Margaret Thatcher, there are few good options left to save its economy. Not even leaving the euro, now openly discussed, is without problems. Meanwhile, debt and banking problems persist and the risks abound. […]
December 15th, 2016 · Comments Off on All Quiet On The Southern Front?