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.

Feb 04, 2026

Italy approaches the Olympic Winter Games Milano Cortina 2026 with a notably stronger macroeconomic backdrop, underpinned by post‑pandemic resilience in output, employment and trade, and an improved fiscal stance.

Feb 02, 2026

Business insolvencies ended 2025 with an upside trend in most countries, despite already high levels. The first final data available for 2025 confirm our expectations of a +6% increase in global business insolvencies, with Western Europe (+6%) remaining a key contributor to the global trend, several Asian countries posting double-digit rises (five out of nine) and most advanced economies noticeably exceeding pre-pandemic numbers.

Jan 29, 2026

The major sell-off on the long end of the Japanese sovereign yield curve is not a “Truss moment” but signals a bumpy final stage of Japan’s monetary normalization.

Jan 27, 2026

Recovering commercial debt could become even more of a challenge as business insolvencies remain high in most countries.