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g. Their governments have no difficulty borrowing. The phrase "two-speed Europe" hardly does justice to the bifurcation. There are in fact now two Europes: a Teutonic core and a Latin periphery. Privately, senior politicians and businessmen now admit that Europe would be in a much better position toda
procrastination—known universally as "kicking the can down the road"—Europe has reached the moment of truth. It's binary. Either German Chancellor Angela Merkel has to bow to the logic of her predecessor but one, Helmut Kohl, who always saw monetary union as a route to federalism, or it's EFTA_R1_02204146
th. It's binary. Either German Chancellor Angela Merkel has to bow to the logic of her predecessor but o
n politics. Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Merkel duo being in charge of the Euro area’s two largest economies. We think investors will demand a higher risk premium until the French Elections in May
Page: HOUSE_OVERSIGHT_014461 →spect of negative interest rates being reversed is the kind of thing which Alastair Ryan (our banks strategist) lies awake at night dreaming of ( see European Banks Strategy: repressed). But and it is a big but, if the ECB chooses to taper because it is running out of options or the ability to do QE that is
Page: HOUSE_OVERSIGHT_014466 →est political risk event for European (and possibly global) equity markets in 2017. By 22 October 2017: German Federal elections Current Chancellor Angela Merkel has announced that she intends to stand for re- election. Current polls have Merkel’s CDU ahead followed by SDP with the euro- sceptic Alternative fu
Page: HOUSE_OVERSIGHT_014474 →"}], "layout":"default- body", "role": "body", "text":"âe¢ Comcast and its chief executive, Brian Roberts, above, have wrested control of Sky, one of Europeâe™s top television companies, from Rupert Murdoch and the Walt Disney Company, which is buying most of Mr. Murdochâe™s company, 21st Century Fox. But t
Page: HOUSE_OVERSIGHT_028472 →e":" _anf-ts- 100 "}, {"range": ("length":27, "start":2}, "textStyle":" anf-ts-10"}], "layout":"default- body", "role":"body", "text":"• Chancellor Angela Merkelâe™s governing coalition in Germany resolved a standoff over the intelligence chief, who was accused of being too sympathetic to the far right. [The Ass
Page: HOUSE_OVERSIGHT_028473 →Entities connected to both Europe and Angela Merkel

Jeffrey Epstein
PERSON
Barack Obama
PERSON
George W. Bush
PERSON
United States
LOCATION
Donald Trump
PERSON
Bill Clinton
PERSON
Vladimir Putin
PERSON
Ghislaine Maxwell
PERSON
Bloomberg L.P.
ORGANIZATION
Marc Rich
PERSON
Joe Biden
PERSON
Prince Charles
PERSONLeon Black
PERSON
Baltimore
LOCATION
Eric Trump
PERSON
Prince Andrew
PERSON
Department of Justice
ORGANIZATION
Virginia Giuffre
PERSON
Condoleezza Rice
PERSON
John F. Kennedy
PERSON