How global growth will fare amid geopolitics, AI, and market resilience
The macroeconomic outlook for the second half of the year by Darrell Spence, Economist at Capital Group
The Memoirs of Lino Cardarelli
“From Montedison to Baghdad. From the maze of finance to the eternal crises of the Middle East” (Guerini and Associates, 378 pages, 32 euros) read by Tullio Fazzolari
What will the ECB do with interest rates?
ECB towards 4 rate hikes if inflation reaches 4%. Here’s why. Analysis by Mauro Valle, Head of Fixed Income at Generali Asset Management.
Here are the ECB’s next moves.
Eurozone: ECB heading towards two cuts in 2026, Here’s why. Analysis by Neil Mehta, Portfolio Manager, RBC BlueBay
What will happen to the US and Chinese economies after the Trump-Xi summit?
The reset of US-China relations: stalemate in the Middle East, focus on inflation and the yield curve. Analysis by Intermonte’s Advisory & Management Team.
How will Lufthansa’s accounts perform?
Losses decreased in the first quarter and revenues reached 8.7 billion, but the increase in jet fuel costs (up to 1.7 billion) and tensions in the Middle East make the 2026 outlook more uncertain. The group confirms the guidance but expects earnings below expectations.
Why Ferrari races in revenue but brakes on the stock market
Maranello displays calm both regarding the war in the Middle East, which blocks access to some of the richest countries in the world, and Trump’s tariffs, but meanwhile Ferrari’s revenues and guidance for the current year are below analysts’ forecasts. The stock immediately slipped on the stock market after the quarterly report.
I explain China’s strategy on Iran, the USA, and the Middle East. Sisci speaks.
Conversation between Marco Mayer and the sinologist Francesco Sisci on the war in the Middle East and China’s position.
This is how Saudi Arabia and the Emirates are trying to bypass the Strait of Hormuz.
The possibility that Iran will gain control of the Strait of Hormuz is prompting the Persian Gulf countries to reconsider alternatives. Here are all the projects of Saudi Arabia, the Emirates, and beyond.
Why the macroeconomic outlook is getting complicated for the Fed and ECB
Central banks: the situation becomes more complex amid inflation, growth, and geopolitics. Analysis by Anthony Willis, Investment Manager at Columbia Threadneedle Investments
Italy has its head in Europe and its heart in the West. Meloni’s speech
What did Giorgia Meloni say in her Communications to the Senate ahead of the European Council meeting on March 19 and 20, as well as on developments in the Middle East crisis. The full text.
What is being said and done in Europe regarding the war in the Middle East
Words, moves, and fears between Brussels and Paris. Excerpt from the European Morning Brief.
Will the strategy of the USA and Israel against Iran work?
Iran’s escalation strategy blows up the security paradigm of the Persian Gulf. Analysis by Francesco D’Arrigo, director of the Italian Institute of Strategic Studies “Niccolò Machiavelli”.
