Report
Robert Sierra

Italy: the worst case scenario

Much has been written about Italy's economic woes in recent weeks. The prospect of tighter monetary policy, in paticular, could damage Italy's shaky debt sustainability dynamics while the rise of anti-euro parties in next year's general election could yet trigger a new euro wide crisis. How worried shoud we be?

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Economic Perspectives
Economic Perspectives

Economic Perspectives is a trusted provider of global macroeconomic and financial research with clients in North America, Asia and the UK.

EP research weaves complex and diverse information into coherent macro narratives, providing clear analysis and original market insights for global investors. Our clients benefit from our long experience in connecting economic developments with the credit and financial market outlook.

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For several years we have maintained that the only credible resolution of the 2008 global credit crisis is a resurgence of global inflation. We take an eclectic approach to the inflation outlook, considering political and socio-economic factors alongside macroeconomic drivers. We provide the multi-dimensional appraisal of the inflation outlook that is critical to formulating a successful investment strategy, at a time when inflation complacency is rife.

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Analysts
Robert Sierra

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