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Drivers Wanted: Full Week Ahead Preview
If you're looking for drivers in the week ahead, you can probably point to the dollar and headline risk around Italy.
On Sunday, Reuters reported that the European Commission is likely to reject Italy's draft budget on Tuesday, an outcome that was largely expected, but which could nonetheless serve to offset some of the relief that might have materialized in BTPs after the Moody's review produced the best possible outcome under the circumstances.
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European Commission To Reject Italy�
Jair Bolsonaro may be an authoritarian thug who has threatened to kill thousands, but damn it if he isn’t swell for Brazilian equities and EM risk-on sentiment! This is our world.
Great post ðŸ˜