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February 2023
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
by London Politica
23 February 2023
Travel Notes Italy: Navigating Between Macroeconomic Resilience and Geopolitical Tensions
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
by Brunello Rosa
22 February 2023
When The Going Gets Tough, The Tough Get Going
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
De-Dollarisation and New Global Supply Chains: An Assessment
by Filippo Ramigni
21 February 2023
De-Dollarisation and New Global Supply Chains: An Assessment
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
De-Dollarisation and New Global Supply Chains: An Assessment
by Mirko Giordani
16 February 2022
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Gulf State Analytics
15 February 2023
China-Taiwan-US Relations and Their Regional Implications
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Mirko Giordani
14 February 2022
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
by London Politica
9 February 2023
The Growth of Sino-Saudi Relations in a More Multipolar World
The Challenging Political Environment of Brazil After the Failed Coup
The Challenging Political Environment of Brazil After the Failed Coup
by Giorgio Cafiero
8 February 2022
Market Views: The Strange Case of Dr. Jekyll and Mr. Powell
The Challenging Political Environment of Brazil After the Failed Coup
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
by Filippo Ramigni
7 February 2023
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies
by Brunello Rosa and Nato Balavadze
2 February 2023
Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa and Nato Balavadze
2 February 2023
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa and Nato Balavadze
1 February 2023
January 2023
Market Views: The Markets’ Big Gamble Of 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Filippo Ramigni
31 January 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Preview: ECB To Enter Into Persistent Tightening Territory in February
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Flash Preview: BoE To Deliver a 50bps Rate Increase in February
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa and Nato Balavadze
27 January 2023
Top 3 Overlooked Political Risks For 2023
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
by London Politica
25 January 2023
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections
by London Politica
20 January 2023
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
by Brunello Rosa and Nato Balavadze
18 January 2023
Market Views: Positive Start Of The Year, With Good News From China And Europe
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
by Filippo Ramigni
17 January 2023
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 January 2023
The World Cup And A Rising Gulf
The World Cup And A Rising Gulf
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Gulf State Analytics
11 January 2023
Policy Compass: Covid In China
The World Cup And A Rising Gulf
Policy Compass: Covid In China
by London Politica
5 January 2023
The Age of Megathreats
The World Cup And A Rising Gulf
Policy Compass: Covid In China
by Nouriel Roubini
4 January 2023
March 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by Brunello Rosa and Nato Balavadze
22 March 2023
Biden’s Private Meeting with Scholz: An Effort to Strengthen the Partnership?
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by London Politica
22 March 2023
Banking Crisis Amplified Fed’s Dilemma
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Filippo Ramigni
21 March 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 March 2023
In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
17 March 2023
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
16 March 2023
ECB Preview Update: Uncertainty On ECB Decision Increases
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa and Nouriel Roubini
14 March 2023
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 March 2023
The UK-EU Windsor Framework: A New Deal for Northern Ireland
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
The UK-EU Windsor Framework: A New Deal for Northern Ireland
by London Politica
10 March 2023
The Munich Security Conference and Wang Yi’s European Tour
The Munich Security Conference and Wang Yi’s European Tour
The UK-EU Windsor Framework: A New Deal for Northern Ireland
by London Politica
7 March 2023
To Be Or Not To Be (In a Recession)? That Is The Question
The Munich Security Conference and Wang Yi’s European Tour
To Be Or Not To Be (In a Recession)? That Is The Question
by Filippo Ramigni
7 March 2023
Syria’s Post-Earthquake Diplomatic Standing In The Gulf
The Munich Security Conference and Wang Yi’s European Tour
To Be Or Not To Be (In a Recession)? That Is The Question
by Gulf State Analytics
2 March 2023
March - April 2023
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
by London Politica
27 April 2023
The AUKUS Alliance and Its Implications For the Indo-Pacific
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
by London Politica
19 April 2023
Market Expectations vs Fed Reality
Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
by Filippo Ramigni
18 April 2023
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
by Mirko Giordani
13 April 2023
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
by London Politica
12 April 2023
The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel
by Gulf State Analytics
6 April 2023
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
by London Politica
5 April 2023
OPEC’s Oil Production Cut Further Complicates Central Banks’ Job
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions
by Filippo Ramigni
4 April 2023
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by Marco Lucchin and Brunello Rosa
30 March 2023
A Summary and Analysis of China’s ‘Two Sessions’
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by London Politica
29 March 2023
Georgia’s Fighting Not To Follow Ukraine’s Faith
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
by Nato Balavadze
28 March 2023
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
by Brunello Rosa and Nato Balavadze
23 March 2023
MAy 2023
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
by Filippo Ramigni
16 May 2023
Sudan Civil War: Causes And Geopolitical Implications
The Complicated Post-Inflation Environment For Markets And Central Banks
The Complicated Post-Inflation Environment For Markets And Central Banks
by London Politica
12 May 2023
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
The Complicated Post-Inflation Environment For Markets And Central Banks
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
by Brunello Rosa and Nato Balavadze
11 May 2023
Mounting Tensions in Tunisia
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
by London Politica
11 May 2023
Major Changes in Saudi Arabia’s Foreign Policy
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
by Gulf State Analytics
10 May 2023
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac
by London Politica
9 May 2023
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
by Brunello Rosa and Nato Balavadze
5 May 2023
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
by Brunello Rosa and Nato Balavadze
4 May 2023
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Brunello Rosa and Nato Balavadze
3 May 2023
The Fed Between Expected Recession And Banking Crisis
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Filippo Ramigni
2 May 2023
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2023
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 May 2023