May 20, 2020
Capitalism post Covid-19 – Alberto Gallo
The pandemic accelerates history. New economic and policy trends will change the way capitalism looks, and investing will need to...
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May 19, 2020
EU Recovery Fund: a Franco-German revolution.
They say good things come to those who wait. Almost a month after the inconclusive EU Council of April 23rd,...
Keep readingMay 18, 2020
Coronavirus: the EU response – Silvia Merler
How the European Union prepares to tackle the new economic crisis. ESM, Recovery fund, EU bonds – all you know...
Keep readingMay 15, 2020
Lockdown and Effective R0: A Tale of DM vs EM
People are getting familiar with the concept of R0 amid the coronavirus pandemic. Defined as the average number of new...
Keep readingMay 14, 2020
Italy 2020 deficit – a well “covered” story
With -7% growth and a 10% deficit, Italian financing needs for 2020 will be sizeable. We show that the current...
Keep readingMay 13, 2020
Coronavirus: what challenges for the EU – Silvia Merler
Latest updates and open issues in the most recent European debate. Is Europe more united today than divided? What are the...
Keep readingImpact of the Coronavirus pandemic on Italian GDP – Silvia Merler
How the Italian economy has been hit by Covid-19 (and how it could recover). The first case of COVID-19 domestic...
Keep readingA new crisis – Silvia Merler
Why the economic crisis caused by Covid-19 differs from any past wars, recessions and financial crisis. We have often heard...
Keep readingA deep dive into the Algebris world – Davide Serra
Algebris, a global asset management firm with a team of over 100 professionals, has been offering diversified investment solution since...
Keep readingApril 21, 2020
COVID-19 Impact on the Italian Economy
The COVID-19 shock will exert a heavy toll on the Italian economy. The hard lock-down regime enacted after 25/03 reduces...
Keep readingApril 16, 2020
The Silver Bullet | The Pandemic Revolution
History moves not in a line, but in tipping points. Investors often focus on the short-term business cycle, assuming the...
Keep readingApril 10, 2020
The Silver Bullet | Podcast: Credit Opportunities
"There are decades where nothing happens, and there are weeks where decades happen" - V. I. Lenin
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