Is inflation no longer a problem? While inflation in many advanced economies has moved closer to central bank targets, significant differences remain between various measures of inflation.
For example, services inflation is in general higher than pre-pandemic with more variations across countries.

Does the recent interest rate cut by the Fed influence the U.S. election?
In my blog, I argue that American consumers' dissatisfaction with the economic outlook is more closely tied to high prices than the control of inflation. I explore how behavioral factors might explain this connection.

The upcoming FOMC meeting is marked by significant uncertainty regarding the magnitude of the Federal Funds Rate cut. I suggest that a 50bps reduction could result from a split vote within the FOMC. (open.substack.com/pub/gianluca...)

Following yesterday's CPI report, the likelihood of a 50 basis point rate cut has decreased significantly. In the U.S. CPI report, we highlight the persistence of core inflation and core services as key factors contributing to this market adjustment.
(open.substack.com/pub/gianluca...).