What to watch I November 24, 2023

COP28 – the decisive decade, opportunity time in CEE, and the emerging winners of the great decoupling with China

Food industry: Gravy for corporates, leftovers for consumers?

Thanksgiving special: higher turkey prices? Watch out for labor shortages. The consumer price index for poultry increased by +7% y/y in October while producer prices for turkeys decreased by almost -40%.

What to watch I November 17, 2023

Dutch elections in a time of recession, climate displacement and corporate earnings – calm before the storm?

Global construction outlook: Liquidity cracks

Residential construction is stumbling but still standing. As higher interest rates drive up mortgage costs, house prices have decreased significantly in Germany (close to -10% in Q2 2023) and decelerated in most other European countries and in the US.

What to watch I November 10, 2023

Economic scenarios for Israel - Hamas conflict, rolling back on climate goals, and drought at Panama Canal disrupts trade

India: A rising star

By 2030, India will be the second-largest economy in the Asia-Pacific region as strong macro-fundamentals and an improving business environment drive investment-led growth.

What to watch I November 03, 2023

The wind sector bust, immigration boosts growth and corporate spreads repricing risk

Greening global trade, one container at a time

Promoting trade in environmental goods and low-carbon technologies can be a powerful tool to combat the climate crisis.

What to watch I October 27, 2023

The Fed between a rock and a hard place, Emerging Asia v. higher-for-longer, zero growth in the Eurozone and net impact of interest rates

A bolt from the blue? Amplified social risk ahead

The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging markets.