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FLY Index Measures Global Safe Asset Demand

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Summary

Banca d'Italia Working Paper No. 1527 by Andrea Foschi introduces the FLY (flight-to-safety) index, which measures global demand for safe assets using textual analysis of financial news. The paper proposes an empirical approach to quantify changes over time in sovereign bond riskiness ('safety switch') and evaluates implications for economic growth and public debt in advanced and emerging economies. The FLY indicator correctly identifies flight-to-safety episodes where investors rebalance toward low-risk assets.

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What changed

Banca d'Italia published Working Paper No. 1527 introducing the FLY (flight-to-safety) index, a new indicator measuring global demand for safe assets using text analysis of financial news. The paper proposes an empirical methodology for quantifying sovereign bond risk changes over time and their macroeconomic effects.

The research is relevant for financial institutions, central banks, and investors monitoring sovereign risk dynamics and flight-to-safety flows. The findings indicate that reductions in sovereign bond riskiness correlate with economic expansion and declining public debt, while increases have opposite effects. After the 2007-08 financial crisis, the circulating supply of safe assets decreased.

Archived snapshot

Apr 21, 2026

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N. 1527 - Le conseguenze macroeconomiche delle variazioni nella rischiosità dei titoli di Stato

Temi di discussione (Working Papers) di Andrea Foschi Aprile 2026

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Il lavoro introduce un indicatore, il FLY (flight-to-safety index), che misura la domanda globale di attività percepite come sicure (safe asset) utilizzando un'analisi testuale di notizie finanziarie. Viene proposto un approccio empirico per misurare le variazioni nel tempo della rischiosità dei titoli sovrani (safety switch) e valutare le implicazioni di tali variazioni per la crescita economica e l'andamento del debito pubblico di varie economie avanzate ed emergenti.

L'indicatore FLY identifica correttamente gli episodi nei quali gli investitori ribilanciano i propri portafogli a favore di attività a rischio contenuto (flight‑to‑safety). Dopo la crisi finanziaria del 2007-08, l'ammontare in circolazione di tali attività è diminuito. Le riduzioni della rischiosità dei titoli sovrani si associano a espansione dell'attività economica e calo del debito pubblico; gli aumenti della rischiosità hanno invece effetti opposti.

Testo della pubblicazione

  1. 21 aprile 2026 N. 1527 - Le conseguenze macroeconomiche delle variazioni nella rischiosità dei titoli di Stato PDF 4 MB (testo in inglese)

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Classification

Agency
BDI
Published
April 21st, 2026
Instrument
Notice
Branch
Executive
Legal weight
Non-binding
Stage
Final
Change scope
Minor

Who this affects

Applies to
Banks Investors Financial advisers
Industry sector
5221 Commercial Banking
Activity scope
Financial market analysis Asset demand measurement Risk assessment
Geographic scope
IT IT

Taxonomy

Primary area
Banking
Operational domain
Risk Management
Topics
Securities Public Health

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