What to watch I May 15, 2025

UK/US deal, China/US deal, Saudia Arabia/US deal

What to watch I May 09, 2025

Drill, baby, drill no more, trade war ripple effects on Germany and Asian currencies leaving us a message?

What to watch I May 02, 2025

Eurozone’s robust Q1 growth, US tariff-induced recession, inventories and storage to the rescue and major insolvencies further on rise

Eight lessons learned from 20 years of ESG investing

ESG investing is the answer to a double tragedy. Global systemic risks such as climate change are particularly challenging to address because they embody two intertwined dilemmas: a tragedy of the commons and a tragedy of the horizon. 

What to watch I April 25, 2025

The cost of a weaker dollar, tariff turbulence ahead for the travel industry and chip war reloaded  

What to watch I April 17, 2025

China’s trade war defense, bond markets riding the storm and US labor market during a recession

Rethinking climate adaptation for global resilience

Reducing carbon emissions will not be enough on its own. According to newly released projections from the NGFS, even under a net-zero transition scenario, global GDP is expected to shrink by 8% compared to a baseline without climate change, an economic toll more severe than previously estimated. 

What to watch I April 11, 2025

The coalition government holds a mixed bag for Germany 

Riders on the storm: Managing uncertainty - updated Economic Outlook

The US has kicked off a full-fledged trade war: On 2 April, US president Donald Trump announced “reciprocal” tariffs that exceeded expectations, with products imported from China set to be taxed at a staggering 130% from 10 April. 

What to watch I April 04, 2025

When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war