Bocconi Students Association
Our first Macro report of the semester is now available! The economic challenges facing China reflect the underlying complexity and uncertainty of its economic trajectory. This report assesses whether China's macroeconomic model is on the path to a "Japanification" scenario, or if alternative measures such as fiscal...
Our new Macro report is now available! In the past three years Central banks all over the world have been grappling with unprecedented challenges in responding first to the pandemic, and then to rising inflation and geopolitical frictions. In our May report we turn to the...
Our second Macro report of the semester is now available! Following the Global Financial Crisis and the implementation of unconventional monetary policies by central banks, there have been concerns regarding the potential contribution of these policies to social inequality. However, the precise nature of the relationship...
Our first Macro report of the semester is now available! The surge in inflation and the emergence of new geopolitical realities are introducing additional uncertainty into global scenarios. How do these shocks affect macroeconomic trends, and how do they influence policies implemented around the world? In...
Our first Macro report is out! This semester, the Macro research team dedicated its efforts to studying inflation expectations. In our first report titled "Inflation Expectations: Rationality Concerns and Forecasting Methods," we delve into the topic of inflation expectations from a theoretical standpoint. What are inflation expectations?...
This semester, the Macro research team dedicated its efforts to studying inflation expectations. In our first report titled "Inflation Expectations: Rationality Concerns and Forecasting Methods," we delve into the topic of inflation expectations from a theoretical standpoint. What are inflation expectations? How do we measure them?...
Do sanctions against Russia actually work? Which factors matter to design and implement optimal sanctions? What are sanctions effects on the markets? What are the possible future scenario after the war? In the December report our Macro team deeply investigated these questions based on current evidence...
The Russia-Ukraine Crisis has been disrupting the world economy over the past three months. Minerva's Macro Research team investigated the matter thoroughly, trying to identify its causes, the European reactions to the war and the likely economic consequences. ...
The ECB strategy review was announced on the 8th of July 2021. There are two main innovations that the new strategy brings to the field: a specific inflation target of two per cent, which replaces the old double-key formulation, and a new inflation index, which will...
Investors have been concerned with rising inflation for a few months now, thus driving long-term interest rates upward. In this report, Minerva’s Macro Research tries to provide a global framework to address whether such concern is justified by a series of economic metrics that underpin inflationary and deflationary cycles, ranging from...
In this report the Macro Research Team analyses the emerging market economies in G20. The analysis encompasses an assessment over the impact of the COVID-19 pandemic and the outlook for the recovery. In addition, it is analysed the role of the FED swap lines in...
COVID-19 outbreak paved the way for a big wave of uncertainty worldwide. Stock market volatility and plummeting business expectations are just two of its many markers. Here, we focus on a wide set of alternative indexes, ranging from newspaper-based measures to the most recent surveys, aimed...
Yesterday, the price of oil fell to its third lowest level in history. This is happening just days after the previous crash due to OPEC’s oil price war. Why is this happening and what should we expect in this unprecedented scenario? To find out, read Alessandro...
As the U.K. heads to the polls today, the Analysts from Minerva’s Macro Research Team breakdown what is at stake for the country as well as for the rest of the European Union. We discuss what is the current state of the British economy and...
Report_Macro_July...
Report_Macro_Debt...
A Macroeconomic analysis of Oil, Natural Gas and Coal...
Two week economic monitor 23th April - 7th May 2018...
Weekly Economic Monitor 16th-23th April 2018...
Weekly Economic Monitor 9th-16th April 2018...