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Stratos Research
The Stratos Desk

Research from the Stratos Desk

Fresh analysis on the forces shaping global markets — from policy shifts and credit risks to geopolitical trends. All work is written by students, grounded in research, and built to challenge consensus.

Who Cuts Buybacks When Rates Rise? Sector Cash Flow vs. Balance- Sheet Exposure
Corporate FinanceMay 05, 2026

Who Cuts Buybacks When Rates Rise? Sector Cash Flow vs. Balance- Sheet Exposure

By Konok Mazi
Taxation on Unrealised Capital Gains: The Dutch Model and Its Potential European Implications
MacroeconomicsApr 26, 2026

Taxation on Unrealised Capital Gains: The Dutch Model and Its Potential European Implications

By Giulio Strumia
The Dual-Channel Transmission of Capital Flows: Evidence from the Taper Tantrum
MacroeconomicsApr 12, 2026

The Dual-Channel Transmission of Capital Flows: Evidence from the Taper Tantrum

By Alessandro Mazzarini
The Geoeconomic Fracture: Financial Markets Resilience in Today's Context
Financial Markets · MacroeconomicsApr 08, 2026

The Geoeconomic Fracture: Financial Markets Resilience in Today's Context

By Massimo Imperatori
The Activism Double Edged-Sword
Corporate FinanceMar 29, 2026

The Activism Double Edged-Sword

By Cristian Pavoni
The Digital Euro as Europe's Path to Monetary Sovereignty
MacroeconomicsMar 22, 2026

The Digital Euro as Europe's Path to Monetary Sovereignty

By Cosimo Petralia
Volatility Clustering and Persistence: A Comparative Study of GARCH Models and Long-Memory Estimation
Financial MarketsMar 13, 2026

Volatility Clustering and Persistence: A Comparative Study of GARCH Models and Long-Memory Estimation

By Filippo De Angelis
Rule-Based Framework vs Discretionary Approach: The Ultimate Dilemma for Monetary Policy
MacroeconomicsFeb 17, 2026

Rule-Based Framework vs Discretionary Approach: The Ultimate Dilemma for Monetary Policy

By Matteo Nicoletti
Silver, AI Infrastructure and the Economics of Power
Financial MarketsFeb 07, 2026

Silver, AI Infrastructure and the Economics of Power

By Massimo Imperatori
The Greenland Option: Inside  Silicon Valley’s Arctic “Freedom City”
MacroeconomicsJan 27, 2026

The Greenland Option: Inside Silicon Valley’s Arctic “Freedom City”

By Giulio Strumia
Competition and the Private Value of Innovation: Evidence from Patent Market Reactions
Corporate FinanceJan 09, 2026

Competition and the Private Value of Innovation: Evidence from Patent Market Reactions

By Konok Mazi
The New Liquidity Playbook: Why Asset Based Lending Is Back
Corporate FinanceDec 24, 2025

The New Liquidity Playbook: Why Asset Based Lending Is Back

By Cristian Pavoni
SME Financing: A Comparative International Perspective
Corporate FinanceDec 04, 2025

SME Financing: A Comparative International Perspective

By Emanuele Arrigoni
A New Era for Financial Markets: The Advent of Quantum Finance
Financial MarketsNov 24, 2025

A New Era for Financial Markets: The Advent of Quantum Finance

By Matteo Nicoletti
The Shadow Channel of Global Credit: How Carry Trade Moves Economies
MacroeconomicsNov 17, 2025

The Shadow Channel of Global Credit: How Carry Trade Moves Economies

By Alessandro Mazzarini
Share Buybacks in a Higher-Rate World: Value Creation or EPS Illusion?
Corporate FinanceOct 30, 2025

Share Buybacks in a Higher-Rate World: Value Creation or EPS Illusion?

By Cristian Pavoni
An Options Approach to Credit Risk Analysis in Lombard Lending
Financial MarketsOct 23, 2025

An Options Approach to Credit Risk Analysis in Lombard Lending

By Matteo Nicoletti
Quantum Computing Inc. (ticker: QUBT)
Corporate FinanceOct 14, 2025

Quantum Computing Inc. (ticker: QUBT)

By Alessandro Mazzarini
Yield Curve and Market Outlook: Still a Signal Worth Watching?
MacroeconomicsOct 01, 2025

Yield Curve and Market Outlook: Still a Signal Worth Watching?

By Alessandro Mazzarini
Banks' AT1 Bonds: Too Risky or Hidden Opportunities?
Financial MarketsOct 01, 2025

Banks' AT1 Bonds: Too Risky or Hidden Opportunities?

By Matteo Nicoletti
20 of 25 working papers