The populist movement is raising its voice once again

The populist movement is raising its voice once again

Politics is going to be an increasing risk factor this year The populist movement is on the rise again. Today, Italy’s League have reached out to the far-right Brothers of Italy party to join the government, and in Spain’s Andalusia, the far-right VOX...
What is the market really worried about over Italy?

What is the market really worried about over Italy?

The Italian budget saga is not the big market risk You could be forgiven for thinking that Italian budget issue is a big risk to the market but it’s not. There’s always an EU country facing budget issues, missing targets and receiving warnings. Italy is no...
Italian May CPI YoY 1.0 % vs 1.1% expected

Italian May CPI YoY 1.0 % vs 1.1% expected

Italian May 2018 CPI data on 15.06.2018 prior 1.1%, revised to 1.0 CPI MoM 0.3 % vs 0.4% exp, prior 0.4%, revised to 0.3% HICP YoY 1.0% vs 1.1% exp, prior 1.1%, revised to 1.0% HICP MoM 0.3 % vs 0.4% exp, prior 0.4%, revised to 0.3% Touch lower ove the line, no impact...
Japan’s Kampo buying back into Italian debt

Japan’s Kampo buying back into Italian debt

Japan’s huge insurance company, Japan Post (Kampo) is loading back up on short-term Italian debt Kampo’s CIO has been out today saying they are reloading on Italian debt. Before the March elections they had sold some two thirds of their holdings and...

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