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Sep 21, 2023

All eyes on fiscal in the Eurozone

A toxic policy mix in 2024? The Eurozone is heading into a challenging 2024 with both fiscal and monetary policy turning restrictive as real rates turn more limiting and governments tighten their belts.

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Sep 14, 2023

Germany needs more than a plan

Germany is the only major economy that looks set to contract in 2023, with headwinds such as slowing demand for its exports , lopsided global growth in services over goods, the industry slowdown in the US and China and an inventory correction.

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Sep 12, 2023

Assessing non-payment risk across global sectors

Global GDP growth is projected to decelerate to +2.5% in 2023, as low as in 2019. Advanced economies will likely dodge a full recession but will experience low growth in 2023 and 2024.

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Sep 07, 2023

A slow landing for China

The Chinese consumer is at the heart of public support measures but rebuilding confidence will take time.

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Sep 05, 2023

Is diversification dead?

2022 flipped the script on the traditional 60/40 portfolio split, with inflation and growth dynamics switching the traditionally negative correlation between equities and bonds into a positive one.

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Aug 04, 2023

Global boiling: Heatwave may have cost 0.6pp of GDP

An initial ‘back of the envelope’ calculation suggests that the recent heatwave across the United States, Southern Europe, and China may have cost 0.6pp of GDP in 2023. The cost ranges from 0.1pp for France to 1.3pp of GDP for China.

1362 results