Jul 15, 2021

The devil is in the details: The EU carbon border adjustment mechanism (CBAM) will not only become more expensive than anticipated but will likely fail to restore a level playing field for industries heavily exposed to carbon pricing, first because it is an invitation for greenwashing.

Jul 13, 2021

In 2020, the number of live births fell to a new record low in many industrialized countries as the Covid-19 pandemic amplified an aleady existing trend: postponing motherhood.

Jul 08, 2021

So far this year, global trade has bounced back faster and stronger than expected, especially in value terms (+8.6% q/q in Q1 2021 vs. +3.4% q/q in volume terms), driven by price and capacity pressures.

Jul 05, 2021

During the UEFA EURO 2020 opening game, France arguably dominated its archrival Germany. While both teams have since exited the tournament, we find a welcome tie between the EU’s two largest economies when it comes to weathering the Covid-19 crisis, judging by GDP developments, labor market performance, debt toll and policy support.

Jul 01, 2021

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero.

Jun 30, 2021

With ~18% of global outstanding debt currently yielding in negative territory, investors are increasingly looking for yield-enhancing opportunities in higher risk Emerging Market assets.