Economic Insights

Mar 20, 2025

What to Watch 20 March 2025

Germany hat es geschafft, US consumer (still) holding strong and why markets are not buying the “America First” pledges this time

Mar 18, 2025

The corporate battlefield: Global insolvencies in times of war economics

After surging by +10% in 2024, our Global Insolvency index is set to rise by +6% in 2025 and +3% in 2026 as the delayed easing of interest rates and increased uncertainties keep companies under pressure.

Mar 14, 2025

What to Watch 14 March 2025

The Fed facing stagflation risks, The five stages of (tariff) grief, and the climate cost of defense spending

Mar 11, 2025

Plug, baby, plug: Unlocking Europe’s electricity market

Europe’s electricity infrastructure and market design disparities have become major obstacles to the green transition.

Mar 07, 2025

What to Watch 07 March 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

Mar 06, 2025

The New Jedi Order: Global chip war and the semiconductor industry

A new hope: the ongoing recovery in the chip market

Feb 27, 2025

What to Watch 27 February 2025

A light at the end of the tunnel after three years of war in Ukraine?

Feb 25, 2025

Climate risk and corporate valuations

Fossil fuels are not the only sector on the watchlist.

Feb 20, 2025

What to Watch 20 February 2025

The reasons behind Southern Europe's remontada, budget math is not mathing ahead of Germany’s elections and the US’s “eye for an eye” trade policy