MACRO PICTURE

EU Update: Awaiting The Populist Tsunami 

by Brunello Rosa and Nouriel Roubini

8 March 2019

In this paper we discuss:

• the European economic slowdown;
• the prospects of further EU enlargement and EZ budget reform;
• the implications for Brexit ahead of next week's crucial votes;
• the likely success of populist parties at the EU elections in May; and
• the market implications of all the above.

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Download PDF: Europe Update - March 2019 V2

(This is Version 2 of the paper, updated on March 11, adding 2 paragraphs on France and Germany in Section 5, on European elections)

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