Dec 15, 2023

Since our last quarterly economic update in September, growth momentum has been weakening but remained resilient, disinflation is ongoing and interest rates are plateauing, very much in line with our expectations.

Dec 08, 2023

The Fed’s lessons from the past, central banks on hold next week and Switzerland opens up

Nov 30, 2023

OPEC+’s faltering grip, Germany’s budget freeze, and pivoting central banks in emerging markets

Nov 29, 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

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

Nov 23, 2023

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%.