The items listed below represent potential emerging issues that our analysts are tracking. These can be long term or short term, but will be updated daily. If an item on our Watch List becomes critical, we will email you a full analysis explaining its significance.
Each Saturday, we will follow up our daily Watch List for each week with our conclusions on these issues.
Italy: As most polls predicted, no party won enough seats in the Italian election to form a government, though the nationalist Five Star Movement party garnered more support than expected. Weeks and perhaps months of intrigue and horse trading will ensue as parties compete to form a coalition government. The result will be a government that is more hostile to the European Union than previous governments, though it is still impossible to say how far Italy will be able to push back against Brussels. What constraints will the new government face in changing Italy’s relationship with the EU? We are primarily conc