Apr 17, 2025

China’s trade war defense, bond markets riding the storm and US labor market during a recession

Apr 15, 2025

Reducing carbon emissions will not be enough on its own. According to newly released projections from the NGFS, even under a net-zero transition scenario, global GDP is expected to shrink by 8% compared to a baseline without climate change, an economic toll more severe than previously estimated.

Apr 11, 2025

The coalition government holds a mixed bag for Germany

Apr 10, 2025

The US has kicked off a full-fledged trade war: On 2 April, US president Donald Trump announced “reciprocal” tariffs that exceeded expectations, with products imported from China set to be taxed at a staggering 130% from 10 April.

Apr 04, 2025

When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war

Mar 28, 2025

Quarterly country and sector risk update – with a focus on Türkiye, credit is back (somehow) and trade war checkmate