• 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 more exotic, derivative products called Turbos or Sprinters which are well designed for this situation, but again, only in Europe, unfortunately.

The Coming Italian Bond Explosion