10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
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 Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
27/09/2022 Economy & Markets Italy election: no major surprise from the polls, maybe pos... Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.
23/09/2022 Economy & Markets 20-21 September FOMC meeting: the move into restrictive terr... Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
22/07/2022 Economy & Markets Italy swimming in uncertain waters as PM Draghi resigns Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...
29/06/2022 Economy & Markets Focus on Spain: macroeconomic projections and fixed income v... The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone...
28/06/2022 Economy & Markets Macroeconomic projections for the Italian economy and fixed ... The growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in...
