Apr 04, 2024

The cost of pay me later

Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. Global Working Capital Requirements (WCR) increased for the third consecutive year.

Mar 26, 2024

Economic Outlook: It’s a wrap!

Special effects for growth, inflation is acting up. We expect sluggish economic momentum ahead, with global GDP growing by less than +3% between 2024-25.

Mar 22, 2024

What to watch

Chocoflation, third time’s the charm for the EU CMU, no such thing as a free gun and India taps new trade opportunities

Mar 21, 2024

Global Auto Outlook

The automotive market is expected to normalize this year. On the one hand, we expect car registrations to slow down following a strong rebound in 2023. On the other hand, car manufacturers face reduced pricing power and contracting margins amid intensified competition and an uncertain environment.

Mar 14, 2024

What to watch

The Fed’s bumpy last mile, it’s Bank of Japan’s time and why the AI rally is a cash-rich version of the dotcom bubble

Mar 13, 2024

Trumponomics: the sequel

Whoever wins the White House in November will be confronted with a changing US economy. While the US has remained remarkably resilient despite rising interest rates and global uncertainty, it has become more prone to inflation volatility, given a larger exposure to frequent supply shocks and structural labor shortages.