...come lo sapevano?

Questa l'intestazione del documento: è il 7 gennaio 2014 , quel giorno Matteo Renzi è a pranzo con Mario Monti e UBS redige un documento che contiene gli estratti che seguono.

“Nevertheless, Greece will 

enjoy a generous share of the EU's cohesion funds, so that the 

Greek economy should be able to grow in 2014. Last but not 

least, unless Matteo Renzi manages to materially change the 

reform situation in Italy, the most important peripheral country 

will likely see less wiggle room for negotiating its 2015 budget 

with the EU Commission.”

“This paralysis will likely lead to more 

pressure from the EU Commission for the country to reduce its 

government debt-to-GDP ratio to 60% of GDP, which will likely 

limit the leeway for the 2015 budget at the least, unless Matteo 

Renzi manages to turn around the reform path.”

“In fact, the International Monetary Fund (IMF) estimates that a 

depreciation of 10% is necessary to fix the competitiveness issue. 

Although measures to address it are a key priority of Renzi, he will 

likely face an uphill battle.”

Ora sorgono spontanee alcune domande:

-Come sapevano che l'interlocutore sarebbe stato Renzi e non Enrico Letta?

.........pure questa è Italia.........





Il documento completo qui : http://www.ubs.com/us/en/wealth/_jcr_content/par/columncontrol_352a/col1/linklist_14c2/link_0.447986739.file/bGluay9wYXRoPS9jb250ZW50L2RhbS9XZWFsdGhNYW5hZ2VtZW50QW1lcmljYXMvZG9jdW1lbnRzL2V1cm96b25lLWVjb25vbXktMjAxNC0wMS0wNy0yMDE0LW91dGxvb2sucGRm/eurozone-economy-2014-01-07-2014-outlook.pdf