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Jan 31, 2020

France: The cost of division on economic growth

French GDP declined by -0.1% q/q in Q4 2019, below expectations.. Household consumption decelerated at 0.2% q/q in Q4 2019 compared with 0.4% q/q in Q3.

Jan 30, 2020

Brexit: A UK-EU trade deal is unlikely in 2020

A trade deal agreement with the EU by June 2020 seems unlikely, paving the way for a longer transition period.

Jan 30, 2020

Mexico: The great flattening

Q4 2019 Mexico’s GDP growth came in unchanged from Q3, which confirms our view that it has escaped technical recession, yet remaining flat for the second half of the year.

Jan 29, 2020

Getting high on low interest rates – Household savings and interest rate dynamics

Our results show that the impact of interest rates on savings behavior is remarkably low. Demography and social policies have a stronger role to play here: precautionary and retirement provisions seem to take the lead in savings behavior in Europe.

Jan 29, 2020

German SMEs will face higher credit risk in 2020

Even though Germany narrowly avoided a technical recession in 2019[1], economic activity is still considerably weak as we expect GDP to grow by only +0.6% in 2020. In this environment, credit risk will most likely increase and be at top of mind for companies, lenders and investors.

Jan 29, 2020

Global Automotive 2020: Another lost year

Today’s financial release from Tesla Inc, the U.S. manufacturer of electric vehicles (EVs), is a perfect reminder of two key challenges facing the automotive industry in the short-term.

619 results