What to watch I September 11, 2025

The Fed’s very political cut, BoE forced to pause and Munich Auto Show blues for European car makers

The fertility rate paradox: Education is key

Money can’t buy more children. Among OECD countries, tax breaks, cash benefits and services granted for families and children corresponded to 1.8% of GDP. 

What to watch I September 5, 2025

France’s back-to-school blues, ECB on hold and no summer break for the trade war

Sector Atlas 2025: Trade war is a sector war after all

US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.

What to watch I August 1, 2025

Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects

3.5% to 2035: Bridging the global infrastructure gap

Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supply chain disruptions and AI-driven digitalization.

What to watch I July 25, 2025

Steady rates and shifting seats for the Fed, US-EU trade on the rocks and reading between the (market) lines

What to watch I July 18, 2025

ECB taking a breather, France’s budget falls short and China’s resilience 

What to watch I July 11, 2025

What to watch: Trade deals or tariff letters, the relentless dollar, and what the One Big Beautiful Bill means for households, markets and sectors