What to watch I March 14, 2024

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

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.

What to watch I March 07, 2024

93 years to close the gender pay gap; putting the Eurozone’s fiscal genie back in the bottle and the winners and losers of interest income 

When the penny drops - analyzing longevity literacy in six countries

In an aging world, longevity literacy is essential. The number of people aged 65 years or older is expected to double from 806mn in 2023 to 1.6bn in 2050 because of the demographic transition to longer lives and smaller families. 

What to watch I February 29, 2024

ECB holding tight, no quick fix for the German property sector and Argentina’s catch-22

Global insolvency outlook: Reality check
  • As expected, 2023 recorded a high-speed and broad-based rebound in business insolvencies and 2024 started with insolvencies above pre-pandemic levels in most advanced economies. The number of business insolvencies rebounded in three out of four countries in 2023, with most recording a double-digit increase. 
What to watch I February 22, 2024

Two years of war in Ukraine – impacts on Russia and Europe

What to watch I February 16, 2024

Indonesia’s economy after the elections, a tale of two consumers in the US and UK and Türkiye’s economic rebalancing

European labor markets: Migration matters
  • Until 2050, the working age population in the EU-27 will shrink by 20%. Italy, Spain and Germany will be hit even harder by demographic change. Against this background we took a closer look at what it could take to cushion the effect of demographic change on the labor markets in the four largest economies Germany, France, Italy and Spain, running scenarios with different combinations of labor force participation, productivity and migration.