Articoli di Roberto Balbino
Saggi e analisi su politica monetaria, banca, mercati globali e geopolitica, in inglese, italiano e spagnolo.
189 articoli · pagina 1 di 8
- EN9 min di lettura
THE PRESIDENT CAN LOSE CONGRESS. THE ECONOMY KEEPS THE BILL.
Why an electoral correction cannot automatically reverse the financial consequences of concentrated executive power.
- EN39 min di lettura
MID TRUMP
How the decisions of one presidency changed the price of goods, energy, money and risk, and why Tuesday’s vote matters far beyond America
- EN8 min di lettura
America’s 3.4% Boom and the Cost of Waiting
A data centre can contribute to economic growth years before its investors receive an adequate return. A household’s bills fall due every month.
- EN15 min di lettura
The restructuring dividend: who gets paid when the workforce gets smaller?
Deloitte’s 45% pay rise, the incentives inside Salesforce’s margin targets, and the question boards should answer before rewarding a transformation.
- EN37 min di lettura
How North Korea Pays for the Bomb—and Makes Its People Pay for Survival
Kim Jong Un’s new bridges to China and Russia reveal an economy less isolated than it looks, and a state increasingly able to secure resources without giving its citizens greater economic freedom
- EN21 min di lettura
SEX MAKES BILLIONS. WHO PAYS FOR THE RISK?
The financial machinery of desire, the unequal cost of sexually transmitted infections, and the uncomfortable evidence that should change how we invest in prevention
- EN12 min di lettura
The Founder Can Leave. The Business Should Be Able to Grow.
We have an oddly sentimental way of discussing entrepreneurship. We celebrate founders for creating something valuable, then sometimes treat their decision to sell it as a failure of character.
- EN18 min di lettura
LSEG, OCTUS AND THE PRICE OF TRUST IN THE AI ECONOMY
Why a $3.535 billion acquisition challenges the idea that cheaper artificial intelligence will automatically make financial intelligence cheaper.
- EN26 min di lettura
PASSIVE INCOME, ACTIVE ILLUSIONS
From laundromats and self-service dog washes to rental properties, vending machines, digital products and investment portfolios: what the evidence actually says about buying financial freedom.
- EN9 min di lettura
The AI Productivity Reckoning: Who Captures the Value When Intelligence Gets Cheaper?
The AI boom is reaching a more demanding phase. Capability still matters, but the financial question is becoming unavoidable: how much economic value survives after the technology has been purchased, integrated, supervised and used?
- EN34 min di lettura
THE TRADWIFE ILLUSION: SELLING DEPENDENCE AS FREEDOM
From Yesteryear to the economics of unpaid work, household power and national prosperity.
- EN14 min di lettura
The Global Economy Is Growing. But Who Actually Owns the Future?
Brazil, Mexico and Argentina face different problems. Latin America’s common challenge is turning economic advantages into prosperity that lasts.
- EN32 min di lettura
THE SUNDAY LONG READ Canada’s Prosperity Paradox
Why growth is not reaching households—and what Europe could offer.
- EN15 min di lettura
Europe’s €10 Trillion Missing Link
Financing the future requires a different financial system.
- EN45 min di lettura
LEFT, RIGHT OR DICTATORSHIP? 193 COUNTRIES PUT 25 YEARS OF ECONOMIC PROMISES ON TRIAL
Who held power, who delivered growth, and what the numbers actually reveal.
- EN5 min di lettura
The companies that became banks without choosing to
How late payments can make a strong buyer look healthier while making its supply chain more expensive to finance