16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragi... Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
14/03/2023 Economy & Markets No systemic risk from SVB failure, but watch out for areas o... Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
8/02/2023 Economy & Markets Market Scenarios and Risks - February 2023 We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not...
3/01/2023 Economy & Markets Market Scenarios and Risks - January 2023 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
3/01/2023 Economy & Markets Macroeconomic Picture - January 2023 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Market Scenarios and Risks - December 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
7/11/2022 Economy & Markets Macroeconomic Picture - November 2022 Macroeconomic Picture by area and Macro and Market forecast.
7/11/2022 Economy & Markets Market Scenarios and Risks - November 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
12/10/2022 Economy & Markets Macroeconomic Picture - October 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/10/2022 Economy & Markets Market Scenarios and Risks - October 2022 We maintain the content and probabilities of our scenarios. Note that some of the risk factors we identify may occur in our central scenario, which is...
12/09/2022 Economy & Markets Macroeconomic Picture - September 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/09/2022 Economy & Markets Market Scenarios and Risks - September 2022 We have reviewed the content and probabilities of our scenarios. First of all, we have included in our central scenario some of the risks that are materialising...
