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.

Mar 22, 2024

Chocoflation, third time’s the charm for the EU CMU, no such thing as a free gun and India taps new trade opportunities

Mar 21, 2024

The automotive market is expected to normalize this year. On the one hand, we expect car registrations to slow down following a strong rebound in 2023. On the other hand, car manufacturers face reduced pricing power and contracting margins amid intensified competition and an uncertain environment.