About Me

Sono un economista nato a Siena nel 1982. La scuola di pensiero a cui mi sento più vicino, quella classica-Keynesiana, è orientata all’economia di mercato e al liberalismo sociale e la riassumerei nel perseguimento di una crescita equilibrata tra domanda domestica e produzione orientata all’export, volta al mantenimento di un bilanciato saldo commerciale con l’estero (quindi né surplus, né deficit). Questo affinché la domanda interna possa espandersi anche se finanziata a deficit pubblico, se al contempo la produzione orientata all’esportazione consenta una crescita della produttività del lavoro quindi della competitività dell’industria manifatturiera da esportazione.

Nel corso della mia formazione accademica, ho conseguito un LL.M. in Banking and Securities Law presso la Propter Homines Chair della Universitat Liechtenstein, finanziato da una scholarship della medesima Propter Homines Chair. La mia tesi di dottorato PhD analizza il funzionamento del sistema monetario moderno in assenza di standard monetario con un sistema bancario a riserva frazionaria e valuta fiat, oltre agli effetti dell’accumulo di deficit e surplus commerciali in termini di saldo delle conto delle partite correnti. Ulteriori informazioni su lucabindi.com

Attualmente sto elaborando un progetto d’investimento in Myanmar, volto a finanziare una produzione di prodotti alimentari esportabili nelle economie limitrofe di Cina e India, come a quelle dell’ASEAN, l’Associazione delle Nazioni del Sud-Est Asiatico. Inoltre, sto anche seguendo gli sviluppi della crisi del debito estero del Venezuela quindi il rischio default e l’iperinflazione che ne consegue. Ulteriori informazioni su emerginginvest.com

Secondo una mia analisi denominata Bindi Hypothesis, ipotizzo che nei prossimi anni i capitali possano affluire verso l’eurozona, rafforzando il cambio dell’euro quale seconda valuta di riserva mondiale, nei confronti del dollaro statunitense quale prima valuta di riserva internazionale. Questo potrebbe generare un afflusso di capitali verso la periferia dell’eurozona e una finanziarizzazione della sua economia in modo speculare a quanto accaduto tra il 2002 e il 2008.

Perciò propongo la realizzazione di un fondo d’investimento privato denominato Senensis che raccolga i conferimenti di investitori under45 di Siena e volto a finanziare la costituzione di nuova attività d’impresa nei campi dei media in lingua inglese The Siena Times, dell’esportazione di manufatti prodotti dall’economia domestica Siena Export, della sicurezza informatica Siena Cyber Security, delle moderne tecnologie finanziarie Siena Fintech e Siena Rating.

I am an Italian economist that was born in Siena in 1982. My background is in banking and securities law and the functioning of the global monetary and financial systems.

Siena Paradiso – Safe Haven is a project to be presented at the elections that will take place in Siena in 2018, aimed at rendering Siena an international financial center through the foundation of the private wealth fund Senensis intended to provide financing for funding the business creation of new companies operating in the international media The Siena Times, the export of domestically manufactured goods Siena Export, the cyber security Siena Cyber Security, the financial technology Siena Fintech and Siena Rating.

In a paper named “Bindi Hypothesis”, I hypothesize the inflow of capital into the eurozone and the strengthening of the euro that is the second global reserve currency with respect to the US dollar that is the first international reserve currency. In this case I would expect that foreign capital will flow into the southern periphery of the eurozone, as it happened during the first decade of the adoption of the European monetary union since 2002 until 2008.


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BIS Quarterly Review, December 2017 - Bank for International Settlements

"Markets and the real economy continued their year-long honeymoon during the period under review, which started in early September. Amid further synchronised strength in advanced economies (AEs), mostly solid growth in emerging market economies (EMEs) and, last but not least, a general lack of inflationary pressures, global asset markets added to their year-to-date stellar performance while volatility stayed low. This "Goldilocks" environment easily saw off the impact of two devastating hurricanes in the United States, a number of geopolitical threats, and further steps taken by some of the major central banks towards a gradual removal of monetary accommodation.
Central banks' actions, on balance, reassured markets. Their varied moves reflected their different positions in the policy cycle. Following its September meeting, the Federal Open Market Committee (FOMC) announced that it would initiate its balance sheet normalisation programme in October, after careful and prolonged communication with markets about strategies and approaches. After 10 years on the sidelines, the Bank of England at its November meeting raised its policy rate by 25 basis points to 0.50%, while keeping the bond purchasing programmes unchanged - which market participants described as a "dovish hike". In October, the ECB extended the Asset Purchase Programme (APP) at least until September 2018 while halving the monthly purchases, starting in January 2018. The central bank also confirmed that it would stand ready to expand the APP again if macroeconomic conditions deteriorated. The Bank of Japan kept its policy stance unchanged.
Even as the Federal Reserve implemented its gradual removal of monetary accommodation, financial conditions paradoxically eased further in the United States and globally. Only exchange rates visibly priced in the Fed's relatively tighter stance and outlook, which helped stop and partially reverse the dollar's year-long slide.
As long-term yields remained extremely low, valuations across asset classes and jurisdictions stayed stretched, though to different degrees. Near-term implied volatility continued to probe new historical lows, while investors and commentators wondered when and how this calm would come to an end. Ultimately, the fate of nearly all asset classes appeared to hinge on the evolution of government bond yields."
Market reaction shaped by gradualism, predictability and policy divergence

Fonte: BIS Quarterly Review, December 2017

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