Artículos de Roberto Balbino
Ensayos y análisis sobre política monetaria, banca, mercados globales y geopolítica, en inglés, italiano y español.
162 artículos · página 4 de 7
- EN19 min de lectura
UKRAINE: THE COUNTRY THE WORLD DISCOVERED ONLY WHEN THE WAR BEGAN
Ukraine Before the Myth: Poverty, Migration, Corruption — and Who Will Profit From the Peace
- EN9 min de lectura
The Generation That Did Everything Right — And Still Cannot Afford Adulthood
When Doing Everything Right Is No Longer Enough
- EN11 min de lectura
Britain Is Not Broke. But the Bond Market Is Starting to Ask Uncomfortable Questions
The UK does not face an imminent debt crisis. It faces something more persistent: expensive debt, weak growth and a bond market unwilling to finance the status quo cheaply.
- EN12 min de lectura
The American Dream Is Alive. But You May Need Capital to Enter.
America is creating more millionaires. The uncomfortable question is whether work alone still provides a credible path to wealth.
- EN15 min de lectura
Crypto Won. Except It Became the Banking System It Was Supposed to Destroy.
Blockchain is going mainstream, stablecoins are becoming regulated money, and Wall Street is embracing tokenization. Crypto won — but perhaps not the revolution it promised.
- EN8 min de lectura
The Politics of Fear Is Really the Economics of Insecurity
People may not be becoming irrational, intolerant or ideologically extreme. They may be becoming afraid of falling — and politics has learned how to monetize that fear.
- EN13 min de lectura
When Intelligence Becomes Capital
OpenAI’s maths breakthrough is not really a story about mathematics. It may be the beginning of an industrial revolution in the production of knowledge.
- EN15 min de lectura
THE 5% WORLD
Governments Can Still Borrow Almost Unlimited Amounts of Money. They Just Can’t Control the Price Anymore.
- EN15 min de lectura
Brazil Has Almost Everything. So Why Isn’t It Richer?
Oil. Agriculture. Minerals. Renewable Energy. 200 Million Consumers. World-Class Fintech. Brazil’s Problem Is No Longer Potential. It Is the Failure to Convert Potential Into Productivity.
- EN24 min de lectura
The Country That Almost Exists: Could Guatemala, Honduras, El Salvador, Nicaragua and Costa Rica Become One State?
Economically logical. Politically almost impossible.
- EN8 min de lectura
The New Luxury Is Not Money. It Is Time.
The richest person in the room may not be the one with the highest income. It may be the one who can decide what to do with Tuesday afternoon.
- EN16 min de lectura
Fashion Magazines Are Not Dying. The Magazine Model Is.
Print Is Shrinking. Fashion Media Is Not.
- EN12 min de lectura
Italy Is Creating Jobs. So Why Is the Economy Barely Growing?
Europe’s GDP Surprise Exposes Italy’s Real Problem: More Employment, Too Little Productivity and Too Little Growth
- EN19 min de lectura
THE TRUST: WHAT IT REALLY IS, WHAT IT PROTECTS, WHAT IT CANNOT HIDE — AND WHY THE JURISDICTION MATTERS
From succession planning and family wealth to asset protection, tax reporting, beneficial ownership and the limits of financial privacy in the age of CRS, FATCA and AML enforcement
- EN6 min de lectura
The Bank Branch Is Dying. Banking Is Not.
Deutsche Bank’s Italian strategy reveals something bigger: digital banking is commoditising transactions while making human expertise more valuable.
- EN21 min de lectura
USDT: The Crypto That Is Not Supposed to Make You Rich — So Why Does the World Need It?
If It Never Goes Up, Why Does the World Want $200 Billion of It?
- EN12 min de lectura
WE GIVE AWAY THE ANALYSIS. THE WORK IS WHAT WE CHARGE FOR.
Economic knowledge should be free. International financial problems usually require a little more work.
- EN8 min de lectura
We Are Richer Than Our Parents. So Why Do We Feel Poorer?
More Prosperity. Less Security.
- EN18 min de lectura
The Right Promised Prosperity. Where Is It?
From AfD’s German breakthrough to Trump, Milei, Meloni and the global economic experiment: does the new right actually make countries richer?
- EN7 min de lectura
FINTECH SCB — ANALYSIS IS FREE. PROFESSIONAL EXPERTISE IS OUR BUSINESS.
We believe economic and geopolitical knowledge should circulate freely. But when information has to become a decision, a structure or an international financial solution, professional expertise begins
- EN23 min de lectura
THE ECONOMICS OF LONELINESS
Loneliness Is Expensive. We Pay for It in Housing, Health, Care and Public Money.
- EN20 min de lectura
THE SUBSCRIPTION ECONOMY HAS QUIETLY REPLACED OWNERSHIP
You Keep Paying. Someone Else Keeps Owning. How Modern Capitalism Turned the Middle Class from Asset Owners into Permanent Monthly Customers.
- EN24 min de lectura
WOMEN ARE MORE EDUCATED. MEN STILL OWN THE TOP.
Women Won the Education Race. They Are Still Losing the Economic One.
- EN12 min de lectura
The Great European Car Extinction
SEAT, Jaguar, Lancia, Maserati, Saab, Rover — and the brutal economics deciding which historic car brands deserve to survive