Jun 28, 2024

Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets

Jun 25, 2024

Upcoming political outcomes will test resilience again. Global growth bottomed-out in H1, but the global manufacturing sector is still in excess supply, with low demand in the Eurozone in particular.

Jun 21, 2024

European Commission plays bad cop, the fiscal pinch of the left in France and overcapacities in China

Jun 19, 2024

Industrial policies and subsidies are back with a bang, especially in major economies such as the US, China, India, Germany and Brazil. Governments are increasingly getting involved in setting industrial priorities and supporting strategic industries through subsidies to promote innovation and technology diffusion.

Jun 14, 2024

Snap elections in France, the equity risk premium puzzle, the end of the Fed conundrum?

Jun 13, 2024

Climate change will compound the rise in health expenditure already expected due to aging societies. With the total number of people aged 60 and older in the EU 27 member states and Norway and Switzerland set to increase to 152mn, from around 130mn today, health costs per capita are likely to rise by +8.5% until 2035.