Ripeto la domanda ad Alan Friedman: Come faceva a sapere UBS che Matteo Renzi avrebbe preso il posto di Letta a gennaio 2014?
Questo file PDF di UBS è autentico o è un fake?
Pagina 4 rigo 8: "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".
E a pagina 10: "(...) Italy is far behind Spain, Portugal and Greece when adjusting for the difficulty of reforms. 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. This will be difficult before the European elections in May 2014 and the Italian elections, which we expect to take place in the first half of 2015".
UBS spera nel deprezzamento del costo del lavoro per aumentare competitività.
La data del file Ubs? Gennaio 2014. C'era Letta e "stava sereno". O no?