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.
Pourquoi investir dans les prêts...
Why invest in corporate loans ?
A new political landscape in Europe
Un nouveau paysage politique européen
Espagne: le pari de l’austérité
Spain: the austerity gamble