Articles by Roberto Balbino
Essays and analyses on monetary policy, banking, global markets and geopolitics, in English, Italian and Spanish.
189 articles · page 2 of 8
- EN8 min read
Revolut’s Asian Expansion: Why Indonesia Deserves the Next Bet
The Philippines, the Gulf and the economics of a global financial network.
- EN12 min read
ARTIFICIAL: THE POWER BEHIND SAM ALTMAN
Guadagnino’s OpenAI film and the limits of corporate accountability.
- EN10 min read
AI DOESN’T BUY COMPANIES ANYMORE. IT BUYS THE PEOPLE WHO MAKE THEM VALUABLE.
Nvidia–Groq may be more than a $20bn legal dispute. It may expose a fundamental change in what an acquisition means in the age of artificial intelligence.
- EN12 min read
America Is Growing Without Hiring
AI, infrastructure and productivity are sustaining output and profits while job creation weakens. The new American boom may be real—but increasingly unable to make prosperity feel broadly shared.
- EN11 min read
The Grocery Basket Recession
What Americans Stop Buying Before the Economy Says Recession
- EN10 min read
WHEN MACHINES PAY NO INCOME TAX
If AI does more of the work, who will finance the state?
- EN22 min read
THE UNITED STATES OF EUROPE: A 2035 SCENARIO
What would actually have to happen for Europe to become one power — and what would it cost?
- EN11 min read
OIL IS GLOBAL. YOUR GASOLINE PRICE IS NOT.
How the Iran war turned one oil shock into nine very different economic realities
- EN11 min read
ARGENTINA AFTER THE CHAINSAW: MILEI WON THE FIRST BATTLE. THE SECOND WILL BE HARDER.
Inflation has collapsed, fiscal discipline has returned and markets have rediscovered Argentina. But stabilization is not prosperity. Milei now has to prove that liberalisation can produce investment, productivity, jobs and sustainable real wages.
- EN10 min read
Europe Has Everything Except Power
The continent has the money, people, industry and knowledge to rival the United States and China. Its weakness is not economic size. It is political fragmentation.
- EN8 min read
Brazil’s Election Is Really About Who Pays for Growth
Brazil Votes, Markets Watch: The Economic Battle Over Debt, Rates and the Cost of Living
- EN10 min read
The Green Paradox
The West wants clean cars. China built the dirty industrial system needed to make them.
- EN8 min read
AI’s Trillion-Dollar Money Loop
When the supplier finances the ecosystem, the ecosystem buys the supplier’s technology, and Wall Street finances the infrastructure, where does real demand begin?
- EN10 min read
MIAMI IS GETTING RICHER. SO WHY ARE PEOPLE LEAVING?
Miami is booming. But who can still afford to live there?
- EN11 min read
The UniCredit Experiment: Can Europe Finally Build a Truly Cross-Border Bank?
Andrea Orcel transformed UniCredit. Commerzbank now turns that corporate success story into something much larger: a test of whether Europe actually believes in its own single financial market.
- EN15 min read
The New Censorship Has No Delete Button
How X, Meta, TikTok, YouTube and other platforms can shape what we see without removing a single post
- EN8 min read
Bitcoin Is Back. But the Real Story Is Bigger Than Crypto
The next cycle may be driven less by halving mythology and more by liquidity, institutions, tokenisation and the changing architecture of money.
- EN14 min read
EUROPE’S MISSING AI REVOLUTION
Stock Markets, Purchasing Power and the Strategic Cost of Technological Dependence
- EN19 min read
THE AI BETWEEN YOU AND THE WORLD
How Artificial Intelligence Is Moving From Helping Consumers Choose to Choosing for Them
- EN17 min read
The Fifth Avenue President and the 50–50 Nation
Why almost nothing Trump does can separate him from the Republican electorate