Are European budget infighting risks fully appreciated?
Despite equity markets in the US reaching record highs each week, the performance of European markets has been particularly attractive for Dollar based investors, as the strengthening of the Euro during 2017 has turned performance of 4% - 6% into a 28% gain.
Governments throughout Europe will know how real the risks are from extremist parties, and those extremist parties, largely supported by younger voters, know how close they came to some real upsets in 2017.
At a time when the ECB is likely to be ending its QE bond purchases in Q3 2018, the EU will be coming close to the March 2019 Brexit date, while trying to balance the books from the end of 2020, which is when their currently agreed long term, (seven year) budget is due to end.
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