Economic Insights

Apr 25, 2025

What to Watch 25 April 2025

The cost of a weaker dollar, tariff turbulence ahead for the travel industry and chip war reloaded

Apr 17, 2025

What to Watch 17 April 2025

China’s trade war defense, bond markets riding the storm and US labor market during a recession

Apr 15, 2025

Rethinking climate adaptation for global resilience

Reducing carbon emissions will not be enough on its own.

Apr 11, 2025

What to Watch 11 April 2025

The coalition government holds a mixed bag for Germany

Apr 10, 2025

Riders on the storm: Managing uncertainty updated outlook

The US has kicked off a full-fledged trade war: On 2 April, US president Donald Trump announced “reciprocal” tariffs that exceeded expectations, with products imported from China set to be taxed at a staggering 130% from 10 April.

Apr 04, 2025

What to Watch 4 April 2025

Liberation Day – When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war

Mar 28, 2025

What to Watch 28 March 2025

Quarterly country and sector risk update – with a focus on Türkiye, credit is back (somehow) and trade war checkmate

Mar 26, 2025

Invest in your future: How to save your way out of employment vulnerability

There is no question that GenAI will lead to a profound change in the way we work.

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