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Jun 21, 2024

What to watch

European Commission plays bad cop, the fiscal pinch of the left in France and overcapacities in China

Jun 19, 2024

Industrial policy: old dog, new tricks?

Industrial policies and subsidies are back with a bang, especially in major economies such as the US, China, India, Germany and Brazil. Governments are increasingly getting involved in setting industrial priorities and supporting strategic industries through subsidies to promote innovation and technology diffusion.

Jun 14, 2024

What to watch

Snap elections in France, the equity risk premium puzzle, the end of the Fed conundrum?

Jun 13, 2024

Climate change and the double impact of aging

Climate change will compound the rise in health expenditure already expected due to aging societies. With the total number of people aged 60 and older in the EU 27 member states and Norway and Switzerland set to increase to 152mn, from around 130mn today, health costs per capita are likely to rise by +8.5% until 2035.

Jun 06, 2024

What to watch

ECB easing begins, taking stock of NGEU, no turbulence for the airline industry’s bottom line

Jun 04, 2024

What to expect from the European elections

With an expected 60% participation rate, the 2024 EU elections are set to be a pivotal moment for the European Parliament. Addressing poverty (33%) and public health (32%) are voters’ top priorities, according to the April 2024 Eurobarometer survey, while the top five topics that emerge from political parties’ manifestos are climate and energy, security and defense, competitiveness and growth, foreign policy and fiscal and industrial policies.

1245 results