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About Me


6 years of experience at a global systemically important financial institution, mostly spent reporting to the CAO of the international organization and head of Strategy for EMEA. Master in Economics recognized by the Ministère de la Recherche of Lux; Macroeconomist with profound understanding of the financial system and global economy; Macroeconomic analysis of multiple subjects affecting financial markets: The impact on asset prices of the pandemic stimulus under a lockdown affecting the trade balance, via a reduction of consumption and imports in the form of a trade war. The effects of sanctions and environmental policies on imported energy from Russia and Arab petrostates, also manufacturing goods from Asia. The devaluation of foreign liabilities via rising nominal GDP for the pandemic fiscal stimulus; and the asset inflation due to monetary stimulus under lockdown via falling velocity of money, rising savings and decreasing consumption, depressed interest rates and US M2 growth above 40%, according to the quantity theory of money. Rising inflation for the fiscal stimulus via deficit spending when the economy was opened; consequent tightening of the monetary policy and capital war against Asia, with reversal of capital flows back to the West, affecting both asset prices and the export of financial services as a GDP component; full working capacity in Italian, English, French and Spanish

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Source: How The Economic Machine Works by Ray Dalio

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