Publications

Choose an element

1214 results

img desc

Feb 22, 2024

What to watch

Two years of war in Ukraine – impacts on Russia and Europe

img desc

Feb 16, 2024

What to watch

Indonesia’s economy after the elections, a tale of two consumers in the US and UK and Türkiye’s economic rebalancing

img desc

Feb 14, 2024

European labor markets: Migration matters

Until 2050, the working age population in the EU-27 will shrink by 20%. Italy, Spain and Germany will be hit even harder by demographic change. Against this background we took a closer look at what it could take to cushion the effect of demographic change on the labor markets in the four largest economies Germany, France, Italy and Spain, running scenarios with different combinations of labor force participation, productivity and migration.

img desc

Feb 08, 2024

What to watch

EM currencies at risk in 2024, inventories weighing on growth, the costs of concentration risks and the EU’s new climate target

img desc

Feb 07, 2024

China: keeping the Dragon awake

With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth. The real estate sector has gone from hero to zero since mid-2021: We estimate real estate development has been -26% lower than its pre-pandemic trend.

img desc

Feb 02, 2024

What to watch

European farmers unite in unrest, industrial policy déjà vu in Brazil and ECOWAS put to the test

1214 results