Economic insights

Oct 21, 2020

U.S., Europe or China: Who is the global climate’s super hero?

China is already leading the pack in renewable energy and electric vehicles, but is lacking in Carbon Capture and Storage technology and subsidies for fossil fuels.

Oct 20, 2020

A hard Brexit could cost the EU EUR33bn in annual exports

Germany, the Netherlands and France are most exposed.

Oct 19, 2020

Winning exports market share despite the COVID-19 crisis

China’s exporters have been gaining market share since they exited the Covid-19 crisis.

Oct 15, 2020

Eurozone: Double dip and structural weaknesses

The Eurozone is facing its biggest challenge since the Eurocrisis.

Oct 14, 2020

EU Climate policy goes global: Introducing a Carbon Border Adjustment Mechanism

When implemented, a Carbon Border Adjustment Mechanism could come with a huge cost for sectors.

Oct 12, 2020

Big tech and the S&P 500: Look beneath the surface

Entropy shows that the current degree of concentration in the S&P 500 is historically high.

Oct 09, 2020

EUR100bn equity gap for French and Italian SMEs

On top of emergency liquidity measures provided to European SMEs to fight Covid-19, we estimate that Italian SMEs need EUR70bn of recapitalization, French SMEs EUR30bn, and German SMEs EUR3bn.

Oct 09, 2020

The global aerospace industry faces a steep cost of contagion

The Covid-19 crisis has dealt a blow to new plane deliveries, putting aerospace players’ profitability at risk.