Macrofinance
What factors will determine the evolution of interest rates, investment sentiment and macro-financial conditions in general?
The shadow of fiscal dominance
19 Apr 2021
Waiting for inflation
15 Apr 2021
US stock market: rational exuberance?
12 Mar 2021
Will consumption support the US recovery in 2021?
13 Jan 2021
COVID-19 and country risk in the euro area: this time is different!
13 Jan 2021
European public debt in the medium term: sustainability and challenges
6 Oct 2020
The Fed’s new strategy
1 Oct 2020
The macroeconomic fragility of interest rates
1 Oct 2020
Yield curve control: a new tool for the Fed?
21 Jul 2020
The uncertainty surrounding the natural rate of interest
17 Mar 2020
The financial cycle and the era of low interest rates: a change of narrative?
17 Mar 2020
The financial cycle: an essential tool for understanding the economy
16 Mar 2020