Eric Chaney presents an overview of the Special 2012 outlook in which he explains why 2012 is a bifurcation year.
The main case scenario: Italy eventually succeed in doing the reforms; the European Central Bank turns to quantitative easing to prevent deflation; markets take a more positive view on the euro crisis.
Outlook 2012
Perspectives 2012
Video interview with Eric Chaney:...
Is a euro recovery still conceivable?
Retail property in a period of austerity
The battle of Italy
