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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.

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 02, 2026

A new decade high for major insolvencies driven by services, retail and construction

Business insolvencies ended 2025 with an upside trend in most countries, despite already high levels. The first final data available for 2025 confirm our expectations of a +6% increase in global business insolvencies, with Western Europe (+6%) remaining a key contributor to the global trend, several Asian countries posting double-digit rises (five out of nine) and most advanced economies noticeably exceeding pre-pandemic numbers.

Jan 29, 2026

From Japan with love: New policy stance creates both market opportunities and liquidity risks

The major sell-off on the long end of the Japanese sovereign yield curve is not a “Truss moment” but signals a bumpy final stage of Japan’s monetary normalization.

Jan 27, 2026

Trade receivables in a fragmented world: Navigating collection complexity

Recovering commercial debt could become even more of a challenge as business insolvencies remain high in most countries.

Jan 26, 2026

EU-India trade deal: EUR30bn of combined yearly exports gains in a fragmented world

After signing the EU–Mercosur agreement on 17 January, the EU is looking to speed up its trade policy momentum to diversify trade structures in a more fragmented global economy. A trade deal with India could be finalized at the EU-India summit this week.

Jan 23, 2026

Eyes back on the Fed (and on interventionist financial policies)

We continue to expect only one rate cut (-25bps to 3.50%) from the Fed this year. This cut is now expected in June instead of March, which confirms a normalization of monetary policy to neutral settings. 

Jan 21, 2026

Tackling the Insurance Protection Gap

The report analyses how climate change and nature loss are undermining insurability widening the global insurance protection gap and sets out policy solutions to strengthen resilience for households, businesses and governments

Jan 20, 2026

The heat is on: Unlocking Germany’s heat-pump potential

Germany’s path to net-zero runs through its homes and buildings. The building sector, responsible for 21% of the country’s emissions, is lagging behind other sectors in decarbonization.

604 releases in total