She’s wrong too (artificial intelligence biases)
At the moment it is not infallible, and this is known. If only because it is ChatGPT itself that...
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English
Who is the real customer?
“It’s the iconic scene from the movie Pretty Wom- an. No, not the one in the bathroom....
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China: What is good today is not what will be needed tomorrow
In recent years, many savers have diverted part of their investments to the Chinese stock market,...
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The value of the constraint
“For the first time in this section “Weekend Reasoning” curated by me, the title...
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When inflation returns to 2%, we will be poorer
“The latest data are mixed. While it is true that the overall measure of inflation...
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Italian elections and italian financial assets (BTP and FTSEMIB): their behavior over time
The sharp rise in inflation that characterized 2021 and the first part of 2022 led the main...
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A synthetic measure to value EUR$
In a previous article it was illustrated how, in the medium to long term, the value of a currency...
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Rates and spending decisions: who matters most?
The US slope curve, or the differential between government rates in ten and two-year maturities,...
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Are you long or short duration?
In financial modeling, as is well known, one of the most debated variables is the risk free rate....
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YEN: the sunset of the rising sun?
The strong weakness of the Japanese currency (JPY) against the major currencies (USD$ and Euro...
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Inflation Linked Bond & Real Rates: which relationship? (Part II)
In the previous post I highlighted the negative performance (approximately -10%) that has...
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Inflation Linked Bond & Real Rates: which relationship? (Part I)
There has been a lot of talk in recent months about the strong recovery in inflation. Monthly CPI...
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