Must read articles

European Union
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Monthly Cross Asset 6.03.2023 Macroeconomics, Geopolitics, and Strategy - March 2023
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Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.

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Compass 31.08.2022 How to overhaul Europe’s outdated budget rules

Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.

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Monthly Cross Asset 2.06.2021 NGEU soon to be rolled out: the EU has (almost) done its part; now comes the member-states’ turn

In leading the way to NGEU, the Covid crisis may have marked a crucial milestone in European construction.

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Thematic Paper 6.07.2020 The day after #9 - Covid-19 crisis, a catalyst for change and strengthening the EU
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The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is clear.

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario
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The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery; in other words, as a gradual normalisation which will take some time before seeing a return to pre-crisis levels.

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Report 4.12.2018 Rocky Road for the European Union: Pension Plans' Response
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Cyclical recovery or secular healing? That’s the big question behind the European Union’s economic bounce after its ‘lost decade’: the toughest period since its inception in 1957.

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