Jan 10, 2025

What to Watch 10 January 2025

2025 capital market themes, riding the China-Europe train and energy crisis in Europe, season 2?
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Jan 09, 2025

Germany – quo vadis?

Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence (AI) advancements have reshaped global economies.
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Dec 19, 2024

Economic outlook 2025-26: Defying gravity?

The wicked witch of the west is (almost) dead! We're talking about inflation, of course.
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Dec 12, 2024

What to Watch 12 December 2024

Companies on a trade war footing, the Fed's wishful Xmas cut and 2024 going in the books as a record year for insolvencies
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Dec 09, 2024

The risks of competitive fragmentation on Europe’s road to net zero

The green transition is a motor for economic growth.
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Dec 06, 2024

What to Watch 06 December 2024

Unlocking Eurozone consumer confidence, the ECB’s next rate cut and the CORE problem for Europe’s auto sector
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Dec 03, 2024

The weight is over: How GLP-1 treatments are reshaping pharma and beyond

A golden formula for pharma growth. The pharmaceutical industry is cooking up a storm, with weight-loss drugs serving as the main course.
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Nov 28, 2024

What to Watch 28 November 2024

The 3-3-3 Secretary Bessent paradox in the US, France’s budget turmoil and Central Europe losing competitiveness
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Nov 27, 2024

From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges

Retail sales are still strong in the US and recovering in Europe, but uncertainty could derail the ongoing improvement
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