May 23, 2024

The global insurance industry grew by an estimated +7.5% in 2023, clocking the fastest growth since 2006, the year before the Global Financial Crisis. In all, insurers worldwide collected EUR6.2trn in life (EUR2,620bn), p&c (EUR2,154bn) and health (EUR1,427bn) insurance premiums.

May 16, 2024

US-China tariffs dilemma for Europe, one culprit for sticky US inflation and Central European central banks take a break

May 14, 2024

After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks shortages of inputs and labor and financing and non-payment risks.

May 03, 2024

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations

Apr 30, 2024

A cost-benefit analysis of abatement measures to increase soil carbon-sequestration capacity.

Apr 26, 2024

Higher for longer reloaded in the US, EM financial markets feeling the pinch and the link between inflation and elections