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KEY EVENTS In July, financial markets continued to demonstrate a remarkable ability to absorb geopolitical and macroeconomic shocks, confirming that the primary driver of investor sentiment is no longer shaped exclusively by central banks, but also by the economic sustainability of the investment cycle surrounding artificial intelligence. On the geopolitical front, the progressive deterioration of … Read more

Key events In the month of June, global financial markets experienced a paradigm shift, moving within a scenario where macroeconomic dynamics and the structural responses of major tech players partially reshaped investor sentiment. Following a period of prolonged optimism driven by the artificial intelligence sector, Wall Street and the main tech indexes experienced moments of … Read more

KEY EVENTS During April and the early part of May, markets continued to move in an environment dominated by two opposing forces: on one hand, the strong resilience of corporate earnings, and on the other, geopolitical tensions in the Middle East and the return of concerns related to tariffs and interest rates. Wall Street demonstrated … Read more

KEY EVENTS Glimpses of light, perhaps only apparent, and shadows, decidedly concrete, over the Strait of Hormuz: this is the summary of the geopolitical situation in the most sensitive location on the planet. Military operations today appear to be moving along an atypical ceasefire — not formalised in the negotiations between the United States and … Read more

KEY EVENTS The geopolitical context in March was dominated by the war in the Middle East, with the US and Israel launching attacks and Iran reacting. The feeling is that two of the three actors are moving with a very clear purpose, while the world’s main superpower appears to be confronted with unforeseen problems that … Read more

KEY EVENTS The international stage remained relatively calm until the outbreak of war in the Middle East on the very last day of the month. This is therefore an issue related to future prospects rather than to what actually occurred in February. For much of the month, attention had clearly shifted from global geopolitics to … Read more

KEY EVENTS Greenland, one of the areas with the most extreme climates on the planet, has paradoxically become one of the hottest points in global geopolitics. On January 3, the United States arrested President N. Maduro in a military operation carried out directly on Venezuelan soil: an action outside the usual framework, which ultimately came … Read more

Key events The probabilities of reaching a negotiated solution to the conflict between Russia and Ukraine continue to be described by Trump as increasing. Reality, however, appears consistent with what was already highlighted in last month’s monthly letter: the dynamics of the conflict continue along a path of progressive escalation, while the negotiating positions of … Read more

KEY EVENTS In November, there was an intense diplomatic initiative by the US administration aimed at promoting a peace plan between Russia and Ukraine. Despite high-level efforts and contacts, there were no tangible signs of progress sufficient to slow the current dynamics of the conflict, which continues to be characterized by high violence and a … Read more

KEY EVENTS In the days immediately preceding mid-October, the firm resolve of U.S. President Donald Trump led to the achievement of a ceasefire in the Gaza Strip. The global geopolitical landscape has therefore finally shown signs of improvement. How lasting this balance will be remains to be seen; however, the fact that some violations of … Read more