Apr 17, 2024

This time was different: Latin America’s post-pandemic paso doble with inflation and the exchange rate. Reactive monetary policies, supportive commodity prices and increased investor confidence have helped keep inflation and exchange rate volatility relatively in check.

Apr 11, 2024

Despite the crises, private households in the nine Eurozone countries we analyze have managed to almost double their total financial assets over the last two decades.

Apr 11, 2024

The ECB in a pickle, China v. Germany – from complementarity to substitution, and UK trade tricks to reduce Brexit inflation

Apr 05, 2024

Quarterly country and sector risk updates, transatlantic equity markets super trends and sticky services inflation v. the ECB

Apr 04, 2024

Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. Global Working Capital Requirements (WCR) increased for the third consecutive year.

Mar 26, 2024

Special effects for growth, inflation is acting up. We expect sluggish economic momentum ahead, with global GDP growing by less than +3% between 2024-25.