An economy in transformation: the drivers of future growth
In recent years, the global economy has undergone an unprecedented structural transformation. The acceleration of technological innovation, demographic changes, geopolitical tension and energy transition are redefining growth models and investment opportunities.
Between 2026 and 2035, the key issue will not only be to identify expanding sectors…
The future of the dollar is causing concern for the markets
In recent years, the debate over the possible decline of the US dollar has taken centre stage in financial markets and geopolitical scenarios. International tension, the return of Donald Trump, trade wars and new conflicts in the Middle East have reignited questions about the…
A new direction for the Federal Reserve
A new strategic vision for the Federal Reserve is emerging in the United States. Kevin Warsh, a former member of the Fed’s board and a potential future chairman of the institution, raised an issue during Congressional hearings that had remained on the fringes of the debate until now.…
Dwindling liquidity for governments
During the Spring Meetings held in Washington by the International Monetary Fund (IMF) and the World Bank, a growing concern emerged: governments today have increasingly limited economic and fiscal margins to address new crises.
This was emphasized by IMF Managing Director Kristalina Georgieva, who highlighted that many countries are now in…
In recent years, the global banking system has been undergoing profound structural changes.
Many of these shifts occur away from public attention, yet they directly affect the management of transfers, deposits, withdrawals, loans, mortgages, savings and, more broadly, the financial security of businesses and individuals worldwide.
The purpose of examining these developments is not to…
The months of April and May are emerging as a critical phase for global economic balances, not only in terms of macroeconomic performance, but above all for the overall resilience of international financial flows.
An analysis by the GeoEconomics Center of the Atlantic Council highlights, in a measured yet unequivocal manner, how the issue of…
What the WTO Global Trade Outlook report forecasts
The WTO Global Trade Outlook and Statistics (March 2026) confirms that international merchandise trade grew by +4.6% in 2025, well above expectations.
Growth was driven by global demand for AI-related products — semiconductors, servers, and telecommunications equipment — and by the frontloading of imports in North America…
War, Geopolitics and Economic Instability
In the 21st century, wars are not merely humanitarian tragedies and political crises: they are also powerful economic shocks capable of influencing financial markets, energy prices and investment strategies.
In a globalised and interconnected economy, even a regional conflict can have global repercussions, affecting:
inflation
international trade
financial stability
global…
China’s Strategy for a Global Yuan
At the end of January, the Chinese president relaunched an ambitious goal: to transform the yuan into a central currency within the international monetary system.
In an article published in the Chinese Communist Party’s theoretical journal Qiushi, the need for a strong, international currency capable of spreading throughout global…
Global uncertainty and the search for protection
In recent months, the global economy has entered a phase of significant instability. Geopolitical tension, political crises and the increasing use of economic leverage as a tool for international pressure are prompting investors and governments to strengthen their risk-protection strategies. In this context, safe-haven assets are once again…
