Francesco Saraceno
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fsaraceno.bsky.social
Francesco Saraceno
@fsaraceno.bsky.social

Economist, working on the EU and on Macro/HET
Posting in Italian and English

Economics 86%
Political science 7%

Infine consiglio questo pezzo del @newclimate.bsky.social sulla Clean #Trade and #Investment Partneship avviata con il #Sudafrica.

Le #CTIP potrebbero essere un interessante strumento per conciliare autonomia strategica, legami bilaterali e transizione verde

🔚

newclimate.org/news/joint-c...
Joint commentary: the EU-South Africa CTIP – A first step towards EU clean industrial partnerships?
This commentary focuses on how the EU–South Africa Clean Trade and Investment Partnership sets a swift, incremental framework to align priorities and strengthen clean-energy supply chains.
newclimate.org

E sull' #India, molto più dettagliato di quello che ho potuto fare io, un bel pezzo di qualche mese fa apparso su @bruegel.org
👇
www.bruegel.org/policy-brief...
The time is right to make a European Union-India trade deal happen
This Policy Brief offers a broad perspective on the EU-India trade relationship
www.bruegel.org

Consiglio, per chi mastica lo spagnolo, la lettura di questo ottimo rapporto di Avanza (cui ha contribuito @mariopezzini.bsky.social)
👇
lab-avanza.es/wp-content/u...
lab-avanza.es

Il secondo, dedicato alla necessità di smarcarsi dal sistema di pagamenti dominato dal #dollaro era uscito in mezzo ai panettoni, il 28 dicembre
👇

www.editorialedomani.it/economia/gli...
Gli Stati Uniti sono un avversario: è l’ora di de-dollarizzare l’economia
L’egemonia statunitense sull’economia mondiale si riflette anche nel ruolo del dollaro come valuta di riserva internazionale, che consente agli Stati Uniti di esercitare un “privilegio esorbitante” e ...
www.editorialedomani.it

Il #DiarioEuropeo di oggi è il terzo episodio della miniserie sull'#UE post atlantista

A partire dal #Mercosur, #India e #Sudafrica discuto di possibili strategie per tessere rapporti bilaterali e perseguire autonomia strategica e transizione verde
👇
www.editorialedomani.it/politica/mon...
Un altro multilateralismo per l’Ue, lezioni dall’accordo con il Mercosur
L’intesa, sia pure criticabile e figlia di una concezione obsoleta del commercio internazionale, può costituire un tassello del percorso dell’Unione europea verso l’autonomia strategica. Con altre ini...
www.editorialedomani.it

Reposted by Francesco Saraceno

Himanshu Bhatt:
"Study: how BYD & CATL didn't just catch up to legacy auto—they leapfrogged them.

By integrating "economics of innovation" w/ global production strategies, research shows how these firms disrupted hierarchy through technological aggression rather than just relying on state support."
Next week, 14 Jan at 6:30pm GMT, the London School of Economics and Political Science welcomes @drodrik.bsky.social for a discussion of his book, Shared Prosperity in a Fractured World, and his bold approach to addressing today's most daunting issues.

Register for this hybrid event: buff.ly/IOPuw2c
David Bowie died ten years ago today so here is a photo of him in Japan looking cool as the current Berlin winter.

Reposted by Francesco Saraceno

NEV growth in China is driven by BEV as you can see. EREV look pretty much stable. BEV are simply the way to go.

In my to-read list
NEW WP 🚨

"Regimes of distributive conflict and inflation spirals" w/ G. Dosi & M.E. Virgillito

How do distribution & prices co-evolve? 📉

Map wage/profit regimes in US
Model bargaining & shifts ⚙️

Inflation emerges from income share conflict 🧵

davideusula.github.io/assets/pdf/d... (1/14)

Reposted by Francesco Saraceno

NEW WP 🚨

"Regimes of distributive conflict and inflation spirals" w/ G. Dosi & M.E. Virgillito

How do distribution & prices co-evolve? 📉

Map wage/profit regimes in US
Model bargaining & shifts ⚙️

Inflation emerges from income share conflict 🧵

davideusula.github.io/assets/pdf/d... (1/14)

Reposted by Francesco Saraceno

Vielen Dank an Floriana Cerniglia und @fsaraceno.bsky.social (Herausgeber) und @openbookpublish.bsky.social (Verlag) für die Möglichkeit, über die Energiewende in Deutschland zu schreiben.

Thank you Katja!
And of course thanks to @bauermann-tom.bsky.social. It is always a pleasure to have team @imkinstitut.bsky.social on board. It is a guarantee of insightful analyses on the German public investment landscape
#EPIO2025 #publicinvestment #energytransition @openbookpublish.bsky.social
The European Public Investment Outlook is out. This year's special topic is the energy transition. Again, Floriana Cerniglia and @fsaraceno.bsky.social did a great job as editors/authors and @bauermann-tom.bsky.social wrote the chapter on Germany:
books.openbookpublishers.com/10.11647/obp...
More with More - Contents
books.openbookpublishers.com

Reposted by Francesco Saraceno

The European Public Investment Outlook is out. This year's special topic is the energy transition. Again, Floriana Cerniglia and @fsaraceno.bsky.social did a great job as editors/authors and @bauermann-tom.bsky.social wrote the chapter on Germany:
books.openbookpublishers.com/10.11647/obp...
More with More - Contents
books.openbookpublishers.com

Reposted by Francesco Saraceno

Our Member Olusegun Obasanjo (Former President of Nigeria) calls on the G20 to follow through on debt relief.

Read more about the article in collaboration with @oxfaminternational.bsky.social in @projectsyndicate.bsky.social ⬇️ project-syndicate.org/commentary/g...

#DebtRelief #G20 #Obasanjo

Reposted by Francesco Saraceno

The roots of today’s #affordability crisis actually lie not in recent price spikes, but in the long-term suppression of workers’ pay, chart
@hshierholz.bsky.social @ms.now
www.ms.now/opinion/infl...

Reposted by Francesco Saraceno

substack.com/@paulkrugman...
In difficult, worrying, often depressing times, @pkrugman.bsky.social (and Robin Wells) is an inspiration. To all who (still) believe in the value of respect for facts, analytical rigour, open debate, public spiritedness, hard work (and a sense of humour).

Reposted by Francesco Saraceno

Dialogue on green and low-carbon development in Breakout Session with Han Seung-soo, Wang Wen, Valdis Zatlers, Jigmi Yoser Thinley, Chen Dingding and Jean Baderschneider.

#ISIF2025

More: clubmadrid.org/isif-2025/

Reposted by Francesco Saraceno

Under the theme “For Global Cooperation and Solidarity”, the Imperial Springs International Forum brings together in China leaders and experts from around the world to address strategic stability, global governance, AI, global public goods and the implementation of the SDGs.

Interesting panel on opportunities and challenges posed by #AI at the 2025 Imperial Springs International Forum for Global Cooperation and Solidarity.

Later today I will have the honour to animate the panel on governing and financing Global Public Goods

#ClubdeMadrid #ISIF2025

On my way back from Köln after an intense and challenging workshop on EU fiscal challenges.

It is heartwarming to see critical, yet open minded young scholars, commit to improving the European project.

Congratulations, Lucio Baccaro,for nurturing such an excellent group of young researchers.
Qui parlo di tassa Zucman e idea classica di libertà:

'Assunta questa concezione, e date le condizioni attuali, la battaglia per la giustizia fiscale è una battaglia di libertà.'

www.editorialedomani.it/idee/comment...
@marioricciardi.bsky.social @fabriziobarca.bsky.social @fsaraceno.bsky.social
Giustizia o libertà. Quegli ostacoli alla patrimoniale
Se un sistema fiscale è diventato regressivo, la prima cosa da fare è tassare di più i ricchissimi. Il rimedio è banale, e ovviamente giusto: eppure non lo applichiamo. Quali ostacoli lo impediscono? ...
www.editorialedomani.it

Reposted by Francesco Saraceno

If you're looking to be a big LNG exporter you would not want to rely too much on Europe. But you also might not want to be fighting for price-sensitive Asian markets, especially if you're further away...
www.reuters.com/markets/comm...
US LNG export dominance to be tested as sellers look beyond Europe
A potent mix of American ingenuity and full-throated political backing has propelled the U.S. to the top of global LNG exporter rankings, and promoted a narrative that shipments of "freedom gas" will ...
www.reuters.com

The EU never disappoints when it is about being on the wrong side of history
The European Union was notably absent from a group of 82 countries calling for a clear path away from fossil fuels at the U.N. climate talks today.
EU missing from COP30 push to drop fossil fuels
The European Union did not join 82 countries calling for a phase-out of oil, coal and gas.
www.politico.eu

Reposted by Francesco Saraceno

The European Union was notably absent from a group of 82 countries calling for a clear path away from fossil fuels at the U.N. climate talks today.
EU missing from COP30 push to drop fossil fuels
The European Union did not join 82 countries calling for a phase-out of oil, coal and gas.
www.politico.eu
German taxpayers are handing BMW €273m to once again attempt to push hydrogen-powered cars, when battery prices have once again dropped >50% in the past ~18 month and CATL is on its 5th-gen LFP battery.

CATL, BYD et al must be laughing all the way to the bank.

Sigh.

www.spiegel.de/wirtschaft/w...
Wasserstoff-Autos: BMW erhält staatliche Förderung zur Entwicklung
Hat der Einsatz von Wasserstoff eine Zukunft bei der Autoentwicklung? BMW glaubt nach wie vor daran. Jetzt erhält der Konzern eine staatliche Förderung für die Weiterentwicklung der Technologie.
www.spiegel.de

Sono molto onorato per l'invito a tenere la decima Einaudi Lecture organizzata dal Dipartimento di Economia dell'Università di Torino.

Cercherò di ragionare su come l'Europa possa districarsi da questa situazione "complicata"

Se siete a Torino, domattina ore 10 all'Aula Magna del Campus Einaudi