BDI
Floating-rate debt amplifies tightening for euro area firms
A Banca d'Italia working paper quantifies how floating-rate debt amplified the 2022-23 monetary tightening for euro area firms.
Paper
BDI
China Shock 2.0: Export surge reduces investments
A Banca d'Italia paper finds China's export surge, driven by weak domestic demand and tech upgrades, creates disinflationary pressure and competition for the euro area.
BDI
LLMs use Reddit data to improve US inflation forecasts
A Banca d'Italia paper demonstrates that large language models can transform Reddit discussions into timely predictors of US inflation.
BDI
Housework imbalance impacts fertility and female employment
A Banca d'Italia study finds that unequal housework distribution significantly impacts female employment and fertility rates.
BDI
Nowcasting Italian CPI with online prices and machine learning
A new Banca d'Italia Occasional Paper explores using real-time online food price data and machine learning to nowcast the Italian Consumer Price Index.
BDI
Monetary policy impacts euro area industries asymmetrically
A Banca d'Italia working paper finds that monetary policy shocks transmit asymmetrically across euro-area manufacturing industries.
BDI
New method measures credit reallocation in Italy
Banca d'Italia researchers developed a new methodology to estimate cross-elasticities in credit markets, applying it to twenty years of Italian data.
BDF
French growth outlook cut, inflation forecast raised
The Banque de France has published its June 2026 macroeconomic projections for France, revising down GDP growth to 0.5 percent and raising headline inflation to 2.5 percent for the year.
BIS
BIS study: Carbon uncertainty key for sovereign bond portfolios
A new Bank for International Settlements (BIS) working paper introduces a novel framework for constructing sovereign bond portfolios that integrates financial and environmental considerations.
ECB
EU regions face 7.6 percent agriculture growth hit from heat
A new ECB working paper estimates that extreme heat waves and droughts could reduce annual agricultural growth by up to 7.6 percentage points in EU regions.
BDI
Lombardy economy grows 0.7 percent in 2025
Lombardy's economy expanded by 0.7 percent in 2025, slightly above the national average, driven by manufacturing, construction, and tourism.