What to watch I March 20, 2025

Germany hat es geschafft, US consumer (still) holding strong  and why markets not buying the “America First”

The corporate battlefield: Global insolvencies in times of war economics

After surging by +10% in 2024, our Global Insolvency index is set to rise by +6% in 2025 and +3% in 2026 as the delayed easing of interest rates and increased uncertainties keep companies under pressure.

What to watch I March 14, 2025

The Fed facing stagflation risks, the five stages of (tariff) grief, and the climate cost of defense spending

Plug, baby, plug: Unlocking Europe’s electricity market

Europe’s electricity infrastructure and market design disparities have become major obstacles to the green transition. Delays in grid development have created a backlog of over 800 GW of wind and solar capacity awaiting connection, nearly double the current supply. 

What to watch I March 7, 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

The New Jedi Order: global chip war and the semiconductor industry

Economic superpowers have implemented competing chip policies as trade tensions intensify. Like China and the US, Europe unveiled its own version of chip industrial policy with the European Chip Act and set a bold target to reach 20% of domestic production of chips by 2030.

What to watch I February 27, 2025

A light at the end of the tunnel after three years of war in Ukraine?

Climate risk and corporate valuations

Investors today face dual climate risks that stem from both the transition to a sustainable economy and the increasing severity of physical climate events. These risks accelerate the devaluation of assets, potentially rendering them stranded long before the end of their expected lifecycles.

What to watch I February 20, 2025

The reasons behind Southern Europe's remontada, budget math is not mathing ahead of Germany’s elections and the US’s “eye for an eye” trade policy