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…
June 23, 2020
Keep your eyes on the trend, not the noise
June PMI confirmed further improvement in the recovery, though the picture is not as constructive…
