USARDI Annalisa

Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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Monthly Cross Asset 27.05.2020 Thematics Views - June 2020

As part of their toolkit to support the economic recovery during the Covid-19 crisis, central banks could implement yield-curve control.

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario

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;...

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Monthly Cross Asset 30.04.2020 Contraction > recovery > late cycle: a cycle round trip in three years

The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp ...

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Monthly Cross Asset 9.03.2020 Thematics Views - March 2020

From unemployment and inflation to climate change and social inequality, central banks (CB) are on the frontlines. In the context of the ECB’s and the Federal R...

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Monthly Cross Asset 5.02.2020 Investment Phazer Update: downward trend is confirmed

While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus im...

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Insights Paper 17.01.2020 Economic resilience, Fed and elections to drive US markets in 2020

2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost...

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Thematic Paper 14.01.2020 U.S. inflation... What's up?

From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat. Yet, alternative CPI measures stand w...

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Thematic Paper 18.10.2019 Italy: few ambitions from the new budget framework

On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 202...

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