What to watch I June 20, 2025

Middle East conflict rattles markets, the fog of (trade) war and diverging rate paths across emerging markets

Cash back to shareholders or cash stuck to finance customers? American and European firms deal with trade war differently

Because of high economic volatility and uncertainty, Working Capital Requirements (WCR) increased by 2 days globally in 2024. Working Capital Requirements (WCR) rose by +2 days globally in 2024, reaching 78 days – the highest level since 2008 – with no major signs of easing in early 2025. 

What to watch I June 12, 2025

Fed meeting preview, how trade tensions challenge firms’ climate ambitions, AI adoption and Europe’s labor markets

No country for old robots: how can Europe leap over the robotics tech frontier?

Robotics investment grew by almost +230% over 2019-2024 and the market is poised to outpace USD100bn by 2030. China has become the largest consumer of robots by far, accounting for 51% of total annual installations of industrial robots and its robotic industry is growing steadily. 

What to watch I June 05, 2025

The fiscal costs of One Big Beautiful Bill, metal prices slump and unlocking geothermal energy

Captain Europe: Five ways to forge the region’s defense shield

Europe is on a path to a long-overdue reconstruction of its defense industrial base. Years of fragmentation, underinvestment and external dependencies have eroded its capacity to equip and sustain its own armed forces. 

What to watch I May 28, 2025

High stakes transatlantic (trade) poker, ECB back to neutral and the return of term premia 

Allianz Global Insurance Report 2025: Rising demand for protection

According to the report, the global insurance industry is estimated to have grown by +8.6% in 2024. This again exceeded the exceptional +8.2% growth recorded in the previous year.

What to watch I May 22, 2025

Closing the biodiversity financing gap, Europe on the rocks, making US drugs cheap again and Q1 earnings