The populist coalition in Italy has presented an “economic” program and a threat to the European Union that makes Greece look like a walk in the park. Continue reading Italy, the ESB and Europe’s Populist Fantasyland
Category Archives: On the cover
Emerging Markets Risks Are Larger Than Expected
In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected
Behold The Sudden Stop. Risk of Emerging Markets Collapse
The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse
Earnings Season. First Quarter 2018 Shows Europe Weaker
In this short video we explain what has happened with earnings in the first quarter. Continue reading Earnings Season. First Quarter 2018 Shows Europe Weaker