Jul 06, 2022

Breaking spread: fragmentation risk in the Eurozone

The ECB is facing a “risk trilemma” as its hawkish monetary policy pivot raises the specter of fragmentation risk, which threatens to impede the efficient transmission of monetary policy.

Jun 27, 2022

Economic and Market Outlook: Running up the hill

Global growth is entering a soft patch this year as uncertainty due to geopolitical risks remains high.

Jun 24, 2022

Obesity: Costly epidemic

The share of people who are overweight and obese has been increasing markedly, even in poorer countries, a trend that was likely amplified by the lockdowns imposed during the Covid-19 pandemic.

Jun 20, 2022

Commercial debt collection: USD4.2trn at risk in the most complex countries

As central banks around the world tighten monetary policy to cope with surging inflation, financing costs are set to rise for companies, contributing to the return of business insolvencies. In this context, recovering debt could become even more of a challenge.

Jun 15, 2022

A trade recession before a mild Chinese reopening?

Prepare for a contraction in global trade in Q2 2022…With the omicron crisis in China prolonging supply-chain bottlenecks and bringing port congestions back to the worst levels seen in 2021, global trade of goods in volume terms should decline by -1.3% q/q.

Jun 14, 2022

Eleven countries at high risk of a food crisis

The war in Ukraine has affected food availability as the country supplied 12% of the world’s grains. While there is still enough to feed the planet, ensuring access is key to avoid a global food crisis, especially as shortages of grain and fertilizer, alongside climate change and lingering pandemic-driven supply-chain issues, have pushed up global food prices by +56% compared to end-2019.