Mar 20, 2025

Germany hat es geschafft, US consumer (still) holding strong and why markets not buying the “America First”

Mar 18, 2025

After surging by +10% in 2024, our Global Insolvency index is set to rise by +6% in 2025 and +3% in 2026 as the delayed easing of interest rates and increased uncertainties keep companies under pressure.

Mar 14, 2025

The Fed facing stagflation risks, the five stages of (tariff) grief, and the climate cost of defense spending

Mar 11, 2025

Europe’s electricity infrastructure and market design disparities have become major obstacles to the green transition. Delays in grid development have created a backlog of over 800 GW of wind and solar capacity awaiting connection, nearly double the current supply.

Mar 07, 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

Mar 06, 2025

Economic superpowers have implemented competing chip policies as trade tensions intensify. Like China and the US, Europe unveiled its own version of chip industrial policy with the European Chip Act and set a bold target to reach 20% of domestic production of chips by 2030.