Sep 03, 2025

US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.

Aug 01, 2025

Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects

Jul 30, 2025

Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supply chain disruptions and AI-driven digitalization.

Jul 25, 2025

Steady rates and shifting seats for the Fed, US-EU trade on the rocks and reading between the (market) lines

Jul 18, 2025

ECB taking a breather, France’s budget falls short and China’s resilience

Jul 11, 2025

What to watch: Trade deals or tariff letters, the relentless dollar, and what the One Big Beautiful Bill means for households, markets and sectors