Pick a catalyst, any catalyst.
Category: euro
European Commission To Reject Italy’s Draft Budget On Tuesday
“Solemn” indeed.
Moody’s Downgrades Italy, Outlook Is Stable
And so it begins.Â
Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now
“Lo spread” fears are spreading.
Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline
“We and the E.U. have different views on Italy’s policies.”
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
People Take Break From Selling Italian Assets To Make Sure They Still Have Some To Sell Later
“Either this is the people’s budget or it’s not worth it.”
One Trader Doesn’t See Much Difference Between Italy And The U.S. On Fiscal Policy
“The world is changing. Deficits are the new normal and Italy’s latest salvo is just one of many changes that will happen in the coming months and years.”
Expensive Dollars And The Return Of Negative Hedged Yields
“This might be telling us that there is a growing USD shortage developing.”
Claudio Borghi Knows There’s Never A Bad Time To Throw Gas On Raging Italian Dumpster Fires
“The euro as a common currency is not sufficient.”
‘We Do Not Think Markets Will Appreciate This’: Italy’s Populists Successfully Blow Up Budget
“We see this as a defeat for Mr Tria, as a guarantor of fiscal prudence.”
Italian Assets Crushed As Populists Upend Budget Talks At Last Minute
Predictably, the fraught Italian budget negotiations went off the rails at the last minute.
ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance
It’s all fun and games unless Italy blows up the budget.
That’s Amore.
Who wants to catch a falling knife?
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
King Dollar Versus The Anti-Poles
Long live the king?
Contingencies: Full Week Ahead Preview
A full docket.
Trump Will Now Bail Out Italy In Honor Of Closest Historical Analog
“I laughed quite a lot, when I saw the report.”
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
Turkish Delight: Full Week Ahead Preview
Pray for Turkey.
ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means
“It depends on what the meaning of the word ‘ is’ is.
‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately
“I wonder if that will come up in the trade conversations today?”
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