Greenback: All Hail the King

Published by Alba Di Rosa. Sept. 27, 2019 .

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In a context of lingering and widespread uncertainty and weakness, the dollar confirms its role as safe-haven currency. [ Read all ]

President Draghi’s Legacy: it’s QE Time Again

Published by Alba Di Rosa. Sept. 20, 2019 .

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Rate cuts in the US, as well. [ Read all ]

New Developments in Argentina Crisis and Brexit Maze

Published by Alba Di Rosa. Sept. 6, 2019 .

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"Selective default" for Argentina; recent blows for PM Johnson in the UK. [ Read all ]

New Shot in Trade War

Published by Marzia Moccia. Sept. 4, 2019 .

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The worsening of trade war mostly hits final goods [ Read all ]

A Global Recession Caused by Trump?

Published by Luigi Bidoia. Sept. 4, 2019 .

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The WTOI leading indicator suggests a further weakening of international trade in Q3-2019 [ Read all ]

The Other Side of the Coin: Dollar Strength and Emerging Markets Woes

Published by Alba Di Rosa. Aug. 30, 2019 .

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Widespread weakening in emerging markets currencies during August [ Read all ]

Shadow of Recession over German economy?

Published by Marzia Moccia. Aug. 28, 2019 .

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An analysis of external trade data [ Read all ]

Monetary Policy Takes the Field against Global Growth Slowdown

Published by Alba Di Rosa. Aug. 2, 2019 .

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Are we in the midst of an easing wave? [ Read all ]

Smartphones and Trade War

Published by Marzia Moccia. July 24, 2019 .

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US tariffs reshape value chains of High Tech companies [ Read all ]

China risk and Asia opportunities of US tariffs

Published by Marzia Moccia. July 17, 2019 .

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American tariffs are heavily penalizing US imports of Chinese products, while benefitting other Asian competitors. [ Read all ]