Economic Insights

Apr 11, 2024

The best is yet to come

Despite the crises, private households in the nine Eurozone countries we analyze have managed to almost double their total financial assets over the last two decades.

Apr 11, 2024

What to Watch 11 April 2024

The ECB in a pickle, China v. Germany from complementarity to substitution and UK trade tricks to reduce Brexit inflation.

Apr 05, 2024

What to watch 05 April 2024

Quarterly country and sector risk updates, transatlantic equity markets super trends and sticky services inflation v. the ECB

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.

Mar 26, 2024

Global Economic Outlook 2024-25: Soft Landing: it's a wrap ?

Special effects for growth, inflation is acting up.

Mar 22, 2024

What to Watch 22 March2024

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: Steering through turbulence

The automotive market is expected to normalize this year.

Mar 14, 2024

What to Watch 14 March2024

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

Trade, fiscal and monetary policy implications of a second Trump presidency