Jan 09, 2025

Over the past 25 years, megatrends such as demographics, climate change, and artificial intelligence (AI) advancements have reshaped global economies. Poised at the crossroads of these transformations, Germany faces challenges distinct from its earlier struggles as the “sick man of Europe”, raising doubts about its economic model.

Dec 19, 2024

Global economic growth: Not quite "dancing through life". Global real GDP growth is expected to remain moderate but steady at +2.8% in 2025-26. We expect developed economies to experience a slight slowdown, with growth tapering from +1.8% in 2025 to +1.7% in 2026.

Dec 12, 2024

Companies on a trade war footing, the Fed’s wishful Xmas cut and 2024 going in the books as a record year for insolvencies

Dec 09, 2024

The green transition is a motor for economic growth. In 2023, the clean energy sector alone added USD320bn to the global economy in value added, accounting for 10% of global GDP growth.

Dec 06, 2024

Unlocking Eurozone consumer confidence, the ECB’s next rate cut and the CORE problem for Europe’s auto sector

Dec 03, 2024

The pharmaceutical industry is cooking up a storm, with weight-loss drugs serving as the main course. Diabetes and obesity have become the star ingredients driving the sector’s expansion, sidelining traditional staples like oncology and immunology.