Nov 05, 2025

In a world divided by geopolitics, protectionism and the effects of climate change, global trade is forging new paths.

Oct 31, 2025

Europe won’t be fully electric before 2040, circular deals in AI and Eurozone growth takes a step forward

Oct 29, 2025

As China prepares its next five-year plan (2026-2030), it faces multiple threats to its economic model, from the ever-fragmenting global order to the AI race and the domestic threat (or reality) of Japanification.

Oct 23, 2025

ECB hits pause again, Fed caught between labor and money market and vigilantes coming for credit

Oct 21, 2025

Trade rerouting and (energy) deflation have prevented tariffs from unleashing the wave of corporate insolvencies many feared. Since early 2025, the Trump administration’s sweeping import duties (11% effective rate in August; 14% likely by year-end) have reshaped global trade flows without triggering a surge in US insolvencies.

Oct 16, 2025

Germany’s Autumn of Reforms, Lecornu’s government survives in France and the twin rally in gold and equity