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Feb 24, 2026

Variable geometry for European trade: Building resilience and diversification

In line with the European Commission’s competitiveness agenda, trade policy needs to be reframed as an instrument of economic security and geopolitical leverage.

Feb 23, 2026

Schroedinger’s tariffs

The US Supreme Court dismantled the most cost-effective tariff instrument, but not the new tariff regime overall. 

Feb 20, 2026

Private equity in transition: from distribution drought to selective recovery

Private equity is at a critical inflection point. Exit activity rebounded strongly in 2025, with global deal value reaching USD905bn. 

Feb 19, 2026

Eurobonds – A window of opportunity for a strategic necessity

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

Feb 16, 2026

Country Risk Atlas 2026: Under the surface

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

From unipolar to uneven: Fragmentation tests US market primacy and reshapes the global investment landscape

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

High prices, thin buffers: America’s affordability crisis persists

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

Europe’s households after the rate shock: A windfall for some, a squeeze for others

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

Team Italy: An economic performance worthy of a gold medal?

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 04, 2026

Five things that could derail the ECB

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.

594 releases in total