tag:blogger.com,1999:blog-4968301726454558645.post5107219196175611557..comments2012-01-24T13:26:22.946+00:00Comments on Mircea Flore: Merkozy v CamerontiUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4968301726454558645.post-55629805768401769612012-01-24T13:26:22.946+00:002012-01-24T13:26:22.946+00:00Well, maybe you should be in the market, at least ...Well, maybe you should be in the market, at least short term, given the +100bps swing over the last days :). On the Italians, my guess is that there is a widespread disappointment with the political class comparable to the early 90s (remember mani pulite?) and a serious, credible figure as Monti is much more credible than the other big mouths. Policies do bite, but at least he gives the impression it's for a good, achievable cause. Italians seem to have awaken from their letargy and be frightened by the virulence of the crisis (they are all followers of "lo spread", between BTP, Italian bonds and German bunds) and conscious it's bad.Mircea Florehttps://www.blogger.com/profile/12202597562339206878noreply@blogger.comtag:blogger.com,1999:blog-4968301726454558645.post-9600588196931754862012-01-23T21:36:54.300+00:002012-01-23T21:36:54.300+00:00Very nice idea however I'm still not in the ma...Very nice idea however I'm still not in the market for any Italian bonds. My guess is that Mr Monti appeals to an italian audience of a similar size and profile to the one he presented to in London and that once his policies start to bite a broader audience he will find himself on very shaky ground.Phil Juddhttps://www.blogger.com/profile/13060486468594104915noreply@blogger.com