Feb 19, 2026

Capital flows are shifting to Europe and European debt is emerging as a transitory safe asset.

Feb 16, 2026

In the 2026 edition of the Country Risk Atlas, we assess the economic outlook, risks and opportunities across 83 countries, representing approximately 94% of global GDP.

Feb 13, 2026

US equities have consistently outperformed global peers, cementing their dominance in portfolios worldwide. But past outperformance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account.

Feb 11, 2026

Despite signs of easing in services components, including rentals, US inflation has remained sticky, and low-income households in particular are feeling the pinch.

Feb 10, 2026

When the European Central Bank began lifting interest rates in July 2022, it set off a quiet redistribution of wealth across the Eurozone’s households.

Feb 04, 2026

At its meeting this week, the ECB is set to stay stable in turbulent times. Despite the stormy news flow, the ECB is in a sweet spot in economic terms, confirming our longer-run outlook of policy rates on hold at 2%, a level the ECB views as broadly neutral.