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Nov 29, 2023

Climate fatigue: Allianz Climate Literacy Survey 2023

Extreme weather events have almost become the new normal around the world, emphasizing the urgency of the global climate crisis. Yet, climate literacy has declined to an alarmingly low level.

Nov 24, 2023

What to watch

COP28 – the decisive decade, opportunity time in CEE, and the emerging winners of the great decoupling with China

Nov 23, 2023

Food industry: Gravy for corporates, leftovers for consumers?

Thanksgiving special: higher turkey prices? Watch out for labor shortages. The consumer price index for poultry increased by +7% y/y in October while producer prices for turkeys decreased by almost -40%.

Nov 17, 2023

What to watch

Dutch elections in a time of recession, climate displacement and corporate earnings – calm before the storm?

Nov 16, 2023

Global construction outlook: Liquidity cracks

Residential construction is stumbling but still standing. As higher interest rates drive up mortgage costs, house prices have decreased significantly in Germany (close to -10% in Q2 2023) and decelerated in most other European countries and in the US.

Nov 10, 2023

What to watch

Economic scenarios for Israel - Hamas conflict, rolling back on climate goals, and drought at Panama Canal disrupts trade

609 results