American and European markets potential for upheaval?
Seeing the political upheaval that's happened in the states and the potential of that spreading to Europe I have a couple scenarios/questions that I would like to expose.
1st The collapse of the European Union and possible the Euro. I'm originally from France so for me this is something I've been following very closely and as much as I want to believe that the European union cannot possibly fail current political projections lead me to believe that the Euro may soon turn into a thing of the past. If the Euro fails and the free market that reigned there collapsed what will happen? Will companies pull out? Will the respective economies collapse with Germany footing huge amounts of looses from respective debt laden ex-European states? What about the huge amount of exports some of these countries depend on?
2nd The bubbles that are starting to form again. New CDO's aka. bespoke tranche opportunities (the fuck comes up with these names anyways), the lack of liquidity within millennials due to bellowing student debts, and an economy that has rebuilt itself on a base that I would consider to be shaky at best. I know that student debt can't be defaulted on but if people can't pay them off someone somewhere is going to lose a lot of money.
3rd Finally the USA's slow growth, huge debt obligations, increasing spending and increasing interest rates. Self explanatory.