Europe’s financial crises are like a doctor’s waiting room – ‘Next!’
Time after time, Teresa May is asked to say what she wants from Brexit negotiations – perhaps it’s time she did; open border trades, fixed period transition, reduced costs, and tighter immigration controls? Impossible? Or is it?
Economically and politically, politicians on all sides need to consider voter sentiment in 4 and 5 years’ time. The same voter sentiment that led to Brexit has been echoed throughout Europe; even the economies of Europe and the UK may be moving closer. Despite continued leadership problems on all sides, the threats and interests of corporates and consumers should drive the final outcome.
Smaller economies have been largely responsible for the 0.6% improvement. Romanian 2017 Q4 GDP was 7% yoy,….. As with the Federal Reserve, the make up of the ECB looks set to become more hawkish and controversial, against a background of weakening data)…
Macro Thoughts has warned of a two tier Europe emerging after European elections in 2017 and 2018, and a win for the Right wing in Italy may be more divisive than even a Le Pen win.
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