Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

As the Middle East conflict de-escalates – despite temporary flare-ups – we expect only a mild slowdown in global growth in 2026 to +2.5%, followed by a rebound to +2.9% in 2027, broadly in line with our previous baseline outlook.

Jul 16, 2026

Cash at risk: Inventories are driving a new cycle of working capital strain

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Jul 15, 2026

Super El Niño risk: more inflation in Asia, oversupply in Latin America yet little disruption in financial markets

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Jul 09, 2026

Europe under water: The macroeconomic cost of flooding and the economic case for adaptation

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Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered. Our survey of more than 8,000 respondents across Austria, France, Germany, Italy, Poland, Spain, the UK and the US explores public attitudes towards social security reform, pension sustainability and retirement preparedness.

How to drastically reduce greenhouse gas emissions has become one of the most central questions of this century. Tackling this challenge requires timely climate action. We explore some of the most relevant sectors from the perspective of the EU’s Green Deal ambition, and identify what gaps still need to be addressed to limit global warming to 1.5°C. 

A decade after the Paris Agreement climate impacts are accelerating: 2024 was the hottest year on record, with direct climate damages reaching USD300bn and broader economic losses in the trillions.

Spillovers from the Middle East crisis will make 2026 the fifth consecutive year of rising global business insolvencies.


 

 
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