Economic Insights

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?

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.

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.

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

Dec 09, 2024

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

The green transition is a motor for economic growth.

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

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.

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

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