35 Quotes by Lorenzo Codogno

We believe that the long-awaited shift from soft to hard data is evidence of a recovery in euro zone private consumption has started, and will likely proceed gradually and modestly over the coming months, in line with the expected improvement in household real disposable income.

There is clearly a risk now that they might be bold enough to tighten policy in December, We think they will wait until March.

Mind the Gap between Soft and Hard Data.

Policy makers are not doing their job properly in order to support the euro.

Italy's economy has become a real problem and tackling the issues head-on will require a strong government, not one that may be forced into compromises.

That whole era is gone for good and not many people will regret its passing.

With the energy bill having increased recently, the risk is that consumers will tighten their belts over Christmas. The euro-zone economy is still at risk of a disappointing Christmas.

The debate may not have changed significantly the chances of victory of the two coalitions.

With a long-term horizon it will certainly change the situation, not only in Japan but globally ... because reduced liquidity is available for purchase of financial assets.