Financial Reporter @LaStampa, ECB Watcher, mountaineer, climber, outdoor enthusiast. Tips and insights at [email protected]
Turin, Piedmont
Joined May 2007
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During the @festinteconomia I had the great opportunity to have a very long chat w/ @JohnHCochrane about AI, global debt, and several other funny things. You can find everything here lastampa.it/economia/2026/10… via @LaStampa @giubot @giapao
French 10-year bond yield hits 5% for first time since 2002 amid unrest
cnbc.com/2026/10/21/france-p…
POPE LEO HAD A PHONE CALL WITH RUSSIAN PRESIDENT VLADIMIR PUTIN ON FRIDAY, VATICAN SAYS - RTRS
POPE URGED PUTIN FOR A TRUCE TO ALLOW ENTRY OF FIRST AID AND FOOD SUPPLIES, AND TO PERMIT A VOLUNTARY EVACUATION OF THE CIVIL POPULATION - RTRS
Fabrizio Goria retweeted
Lagarde lascerà la Bce per andare al Wef. Al di là dei temi legati alla politica interna francese, a Francoforte qualcuno dovrebbe farsi delle domande
lastampa.it/economia/2026/10…
Nobel prize in economics awarded to Robert E. Hall and Michael Woodford
cnbc.com/2026/10/12/nobel-ec…
Fabrizio Goria retweeted
L'intervista all'ANSA di Philip Lane, capo economista della Bce: 'La flessibilità Ue? Servono misure mirate ai bassi redditi, non a pioggia. La solidità economia italiana aiuterà un recupero dei salari nel 2027-28' #ANSA
ansa.it/sito/notizie/economi…
GERMAN CHANCELLOR MERZ: WE ARE PREPARING FOR MAJOR HYBRID ATTACKS BY RUSSIA, WE WOULD RESPOND QUICKLY AND VERY CLEARLY - RTRS
Fabrizio Goria retweeted
La geopolitica di #Trump e #Putin ci spinge sull’orlo di una crisi energetica (e non solo) mondiale IL COSTO DELLE GUERRE @ecisnetto con @FGoria La Stampa, Prof Paolo Magri Pres Comitato Scientifico @ispionline
e Davide #Tabarelli, Pres NE-Nomisma Energia youtube.com/live/zM30lbF-_is
Fabrizio Goria retweeted
La geopolitica di #Trump e #Putin ci spinge sull’orlo di una crisi energetica (e non solo) mondiale IL COSTO DELLE GUERRE @ecisnetto con @FGoria La Stampa, Prof Paolo Magri Pres Comitato Scientifico @ispionline e Davide #Tabarelli, Pres NE-Nomisma Energia
Uno dei blog post più belli di sempre per la @ecb --> Bce: perché i discorsi contano quanto i tassi e muovono i mercati. Cosa ci dicono le parole di Francoforte lastampa.it/economia/2026/09… via @LaStampa // @giubot @giapao
Fabrizio Goria retweeted
Why the Treasury Yield Surge Shouldn't Be as Big a Surprise as it is:
It is striking how many market participants have been surprised by the recent surge in US yields. The fundamental drivers have been evident for some time:
Borrowing plans for major issuers, such as the government and large corporates (particularly tech), have been well telegraphed.
The Federal Reserve has been signaling strong economic activity.
The reasons behind the declining willingness and capacity of some traditional holders/buyers of US bonds have been well covered.
The challenging quest to define the endpoint for the US/Israel-Iran conflict has been widely debated.
What is playing a far larger role than it should is psychological anchoring:
The collective mindset shaped by more than a decade of artificially low, repressed yields following the 2008 Global Financial Crisis.
#economy #markets #yields #bonds
EXCLUSIVE-TRUMP APPROVAL FALLS TO 32%, LOWEST LEVEL OF HIS POLITICAL CAREER, REUTERS/IPSOS POLL FINDS
EXCLUSIVE-ONLY 17% OF AMERICANS APPROVE OF TRUMP’S HANDLING OF THE COST OF LIVING, REUTERS/IPSOS POLL FINDS
Trump says he's banning MS NOW, CNN and Politico from White House
cnbc.com/2026/09/18/trump-wh…
ANTHROPIC'S AMODEI: PROPOSING FRONTIER AI COMPANIES WITHIN DEMOCRATIC COUNTRIES COORDINATE TO ESTABLISH COMMON SAFETY STANDARDS - RTRS
ANTHROPIC'S AMODEI: PROPOSING THE US AND OTHER DEMOCRATIC GOVERNMENTS ATTEMPT TO COORDINATE WITH OTHER GOVERNMENTS - RTRS
ANTHROPIC'S AMODEI: PROPOSING EACH FRONTIER AI COMPANY COMMITS TO GIVING ONGOING, EMPLOYEE-LIKE ACCESS TO A TEAM OF EMBEDDED THIRD-PARTY EVALUATORS - RTRS
ANTHROPIC'S AMODEI: PACING DOES NOT MEAN HALTING MODEL TRAINING OR TECHNICAL PROGRESS, ENSURING CO.S TAKE ADEQUATE TIME TO ALIGN, SAFEGUARD MODELS - RTRS