Economic Insights

Jun 18, 2025

Cash back to shareholders or cash stuck to finance customers? American and European firms deal with trade war differently

Because of high economic volatility and uncertainty, Working Capital Requirements (WCR) increased by 2 days globally in 2024.

Jun 12, 2025

What to Watch 12 June 2025

Fed meeting preview, how trade tensions challenge firms’ climate ambitions, AI adaption and Europe’s labor markets

Jun 11, 2025

No country for old robots: how can Europe leap over the robotics tech frontier?

Europe has been a strong force in robotics but it is starting to fall behind China and the US

Jun 05, 2025

What to Watch 05 June 2025

The fiscal costs of One Big Beautiful Bill, metal prices slump and unlocking geothermal energy

Jun 02, 2025

Captain Europe: Five ways to forge the region’s defense shield

Europe is on a path to a long-overdue reconstruction of its defense industrial base

May 28, 2025

What to Watch 28 May 2025

High stakes transatlantic (trade) poker, ECB back to neutral and the return of term premia

May 27, 2025

Allianz Global Insurance Report 2025: Rising demand for protection

According to the Allianz Global Insurance Report 2025, the global insurance industry is estimated to have grown by +8.6% in 2024.

May 22, 2025

What to Watch 22 May 2025

Closing the biodiversity financing gap, Europe on the rocks, making US drugs cheap again and Q1 earnings

May 20, 2025

Global Survey 2025: Trade war, trade deals and their impacts on companies

The unpredictability of US trade policy has dented exporters’ confidence: 42% of exporting companies now anticipate turnover to decline between -2% and -10% over the next 12 months;