Jan 13, 2022

Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies. However, just like in the eponymous movie, whose title we borrowed for this report, current growth dynamics might keep us from looking up during the current phase of the recovery.

Dec 16, 2021

After a decade of declining capital spending, public infrastructure investment is surging in the US and Europe. Scaling up spending on infrastructure has become an essential element of the fiscal stimulus to boost economies after Covid-19.

Dec 15, 2021

Even before Covid-19 upended our lifestyles, social and political risk were already on the rise in a number of countries and regions, largely due to the mismanagement of social protection. How has Covid-19 changed social risk?

Dec 09, 2021

Global supply-chain disruptions will remain high until H2 2022, on the back of renewed Covid-19 outbreaks globally, China’s continued zero-Covid policy and demand and logistic volatility during Chinese New Year.

Dec 08, 2021

The EU faces an implementation gap of six years in cutting greenhouse gas emissions from the energy sector by 2030. Decarbonizing the energy sector is crucial to achieve the net-zero target as nearly three-quarters of the EU’s total greenhouse gas emissions originate from the production and use of energy, notably from fossil fuels such as coal, oil and gas.

Dec 03, 2021

In their December policy meetings, the US Federal Reserve and the ECB will be tested on their monetary policy stance amid signs of higher inflation and rising omicron-related uncertainty. Despite the higher stakes for credible forward guidance, with the possbility of a slightly more hawkish tone, we still expect the overall tightening cycle to be less aggressive than suggested by current market pricing.