Sep 26, 2023

2022 was an annus horribilis for savers. Asset prices fell across the board in the „everything slump“ scenario. The result was a dismal -2.7% decline in private households’ global financial assets, the strongest drop since the Global Financial Crisis (GFC) in 2008.

Sep 25, 2023

The ClimateTech industry is set to grow threefold, reaching a market size of USD650bn by 2030. However, Europe’s position in this emerging market cannot be taken for granted – without further efforts, Europe is likely to lose the race against the US and China.

Sep 21, 2023

A toxic policy mix in 2024? The Eurozone is heading into a challenging 2024 with both fiscal and monetary policy turning restrictive as real rates turn more limiting and governments tighten their belts.

Sep 14, 2023

Germany is the only major economy that looks set to contract in 2023, with headwinds such as slowing demand for its exports , lopsided global growth in services over goods, the industry slowdown in the US and China and an inventory correction.

Sep 12, 2023

Global GDP growth is projected to decelerate to +2.5% in 2023, as low as in 2019. Advanced economies will likely dodge a full recession but will experience low growth in 2023 and 2024.

Sep 07, 2023

The Chinese consumer is at the heart of public support measures but rebuilding confidence will take time.