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
Monitoring the Monetary System and the Flow of Capital for Forecasting the Business, Financial and Currency Cycle - and Investing in the Emerging Economies from the Euro Reserve Currency Area
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