January 12, 2021
Bitcoin long-term direction: a macro fundamentals contribution
Given the recent interest in cryptocurrencies as a form of alternative investment, together with the…
December 9, 2020
US Senate race: it is not over yet
On the 5th of January, two senate races will be held in the state of Georgia…
November 18, 2020
Eurobarometer: how much trust does the EU hold?
The structural economic downturn of Italy is a positive for CE4 convergence, but will rebalance…
August 12, 2020
The next decade: the inflation cost of QE
We just published our report mapping the inflation developments we expect to see as a…
August 7, 2020
Eurozone: Wage convergence & the continuing decline of Italy
The wage convergence process within the European Union is ongoing and has accelerated partly because…
July 27, 2020
Housing market: build back better for the long-term
We are likely to face another decade of quantitative easing and ultra-low interest rates. In…
July 10, 2020
Russia: the RUB remains stable
The result of the constitutional referendum strengthened our view that the RUB will remain well…
June 24, 2020
Underestimating inflation for two decades
Since around 2001 – household surveys say that consumers’ experience with price increases is higher…
