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Populism, The European Elections, and The Future of E.U. Foreign Policy (War on the Rocks)

June 18, 2019 | File Under: , ,

“The most dangerous outcome of populist influence in the European Parliament is that the European Union will become paralyzed and irrelevant on the international scene, assuming the European populists are not able to develop a coherent project aimed at founding an alternative European Union.” – by Maya Kandel and Caroline Gondaud

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What is in store for the EU’s trade relationship with the US ? (Bruegel)

May 23, 2019 | File Under: , , ,

“If faced with a resurgent President Trump after the next US election, the EU will have some difficult decisions to make as it is compelled to enter a one-sided negotiation. Failure to strike a deal will imperil the world’s largest trade relationship and contribute to the progressive unravelling of the rules enshrined in the World […]

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Theresa May loses control of Brexit policy (The Independent)

March 13, 2019 | File Under: , ,

“Theresa May has finally lost control of Brexit after her deal was once again defeated in parliament by a huge margin on a catastrophic night for her plans.” – by Joe Watts

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Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths are all part of the history books now.  Europe, where we […]

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Brexit vote: EU president says UK remaining is only option (The Independent)

January 16, 2019 | File Under: , ,

“The president of the European Council has dared British politicians to back remaining in the EU after Theresa May’s Brexit deal was voted down by the House of Commons by a historic margin of failure.” – by Jon Stone

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Italy backs down in its budget standoff with the E.U. (Washington Post)

December 19, 2018 | File Under: , ,

“The populist Italian government’s first experiment in challenging Europe appeared to near its conclusion Tuesday with reports of the most conventional of outcomes: an agreement with Brussels bureaucrats.”

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What the 2018 EBA stress tests (don’t) tell you about Italy (Bruegel)

November 28, 2018 | File Under: , , ,

The results of the latest European Banking Authority stress tests were eagerly awaited for their results on the four biggest Italian banks. At first sight, these banks seem well prepared to withstand an adverse macro-financial shock. But judging by the market reaction following their publication, the results have not appeased investors.

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Italy Vows to Stick to Budget That Breaches EU Rules (WSJ)

October 23, 2018 | File Under: , , ,

“Italy’s government vowed to forge ahead with its spending plans, despite warnings by the European Union that its proposed budget would breach the bloc’s fiscal rules, raising the chances of a clash with Brussels.”

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The 10 Most Important People in Italy Worth Watching Right Now (Bloomberg)

October 14, 2018 | File Under: , ,

“Italy’s determination to deepen its budget deficit next year is driving up the government’s borrowing costs and setting it on course for a clash with the European Union. These are the people that traders really need to pay attention to in the weeks ahead.”

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ESM: The New Face of the Eurozone Bailout Fund (Spiegel)

October 14, 2018 | File Under: , , ,

The European Stability Mechanism may soon be granted far-reaching new powers, including the kinds of functions currently possessed by the IMF. It would be expected to play a bigger role in bank bailouts and would be empowered to better assist governments that find themselves in a tight spot.

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