What to watch I November 30, 2023

OPEC+’s faltering grip, Germany’s budget freeze, and pivoting central banks in emerging markets

Allianz Climate Literacy Survey 2023

Extreme weather events have almost become the new normal around the world, emphasizing the urgency of the global climate crisis. Yet, climate literacy has declined to an alarmingly low level.

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