Eurozone scenarios: political analysts give their views

Political analysts are increasingly being used by banks to help with eurozone scenario planning. Here, experts from two firms share their views on the key issues facing the single currency. By Michael Watt

Divorcing European market forecasts from political punditry has become increasingly difficult. Bond yields, equity market volatility, major currency crosses – and many other prices and parameters – are all being driven by changing sentiment on the future of the eurozone, meaning traders and risk managers have had to become students of the continent’s complex political landscape.

Here, analysts from two political consulting firms offer their take on the big questions facing Europe. It’s gloomy