Economic Insights

Jul 25, 2024

Fed preview, EM currency outlook and Vietnam eyes the “market economy” prize

Jul 23, 2024

Though demand for metals is skyrocketing, uncertainty, price volatility and CAPEX needs make companies very cautious.

Jul 19, 2024

Business insolvencies up again, markets pricing in a Trump win but forgot inflation and shipping costs soaring ahead of trade frictions

Jul 16, 2024

Fears of AI causing a massive labor dislocation in the insurance industry are overblown.

Jul 12, 2024

China’s Third Plenum, Germany’s penny-pinching budget, what happens next in France and ECB preview

Jul 11, 2024

A EUR10bn boost to French GDP, no cost for public finances.

Jul 05, 2024

French elections round two, the political tide turns in the UK and globetrotters drive the tourism rebound

Jul 03, 2024

In a world of mounting geopolitical tensions and intensifying climate change, critical infrastructure is particularly at risk of disruption. 

Jun 27, 2024

Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets