Nicola Nobile

Recent Posts

The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%. However, we...

January inflation surprised on the upside, with the headline rate up to 5.1%, the highest since the 1990s. And while the energy component rose over...

Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual resolution of supply-side...

The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over the next few weeks. This will...

Our Eurozone Recovery Tracker recorded a sizeable drop over the two weeks to November 7, mainly driven by worsening conditions in health and...

As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been discussing potential...

We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects as an...

GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The surprise came mainly from France and Italy,...

According to our analysis, reforms planned by Italy’s new Prime Minister Mario Draghi could reverse some of the lacklustre growth and debt...

The current Conte government looks very likely to end soon, as previous PM Renzi will withdraw his support over the next few hours. At this stage,...