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The future of the U.S. banking sector

What do investors think about the March 2023 banking crisis and projections of what might lie ahead for U.S. banks?

Monetary Policy

Next steps for Fed policy

Will the Fed today “hike, skip or pause?” A perspective on the FOMC’s decision-making.


The impact of euro bank dividend restrictions

In March 2020, at the onset of the COVID crisis, the European Central Bank recommended that euro area banks not pay dividends or buy back shares to support firm lending. In retrospect, was it a successful strategy?

International Economics

The coming dollar weakness?

The confiscation of Russian assets and the threat of a failure to raise the U.S. debt ceiling are probably reasons to increase the pace of currency diversification in central bank reserves. How complicated will that be?


Politics and trade

New research on the vicious cycle between trade, populism, and protectionism in the West.


Impact of inflation at the firm level

New research on how inflation impacts firms’ balance sheets and how inflation uncertainty impacts firms’ productivity and profit margins.


On the progress of digital euro

In June the European Commission will publish a legislative proposal on principles for the digital euro as the ECB is considering to advance to an experimental phase. Some interesting commentary on the usefulness and design of the digital euro.

Financial Markets

Cryptos, Libertarianism, and Twitter

Interesting new research disproves many of the common narratives about crypto investors.


Refugees in the EU

Which country-specific policies attract refugees? What are the short and long-term effects of the refugee inflow on EU economies?


New research on inequality

How has global inequality evolved since 1820? A new methodology to measure within country inequality in real-time.

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