Italian Elections -trouble brewing

The Italian Elections on March 4th are worth watching out for for two principle reasons; possible instability in Italian sovereign bond yields and also a test case for a possible end to austerity for a highly public indebted nation. The election results are likely to be inconclusive and garnering a coalition may be difficult given differing agendas and personalities but polling suggests there is a loose populist majority between the Five Start Movement, Berlusconi's Forza Italy and the Northern League may occur.

Please contact us for a copy of the note which looks at polling evidence, possible implications and ends with an overview of Europe's major laggard economy which finally may be seeing some cyclical upturn.