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MACRO PICTURE

Regional Elections To Send Shock Waves Through Italy’s Political System

By Brunello Rosa

22 January 2020

In this paper we discuss:

  • The most recent economic and political developments in Italy;
  • The possible results of this Sunday's regional elections;
  • The scenarios that can open up depending on the results of the regional elections;
  • The implications for the macroeconomy and Italy's fiscal position; and
  • The market implications (for BTPs, EUR and equities) of all the above.
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Download PDF: R&R Italy Update - January 2020

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