Working Capital Requirements in 2021

Jul 22, 2021

Liquidity matters: Corporates may need half a trillion of additional working capital requirement financing in 2021

Large companies will face a record increase in WCR in a context of a strong demand rebound triggered by the grand reopening, alongside severe shortages in inputs, labor and final goods.
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Jul 22, 2021

European central bank: New wording, old problems

The ECB’s new strategy offers more potential for dovish rather than hawkish policy.
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Jul 21, 2021

SPACs: Healthy normalization ahead

The SPAC party isn’t over yet, but don’t wait up for another phase of record high offerings as seen in 2020 and Q1 2021 — at least in the US.
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Jul 15, 2021

EU CBAM: Well intended is not necessarily well done

The EU carbon border adjustment mechanism will not only become more expensive than anticipated, but likely fall short of its aim to restore a level playing field for industries heavily exposed to carbon pricing.
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Postponing motherhood may help narrow the income and pension gaps

Jul 13, 2021

Postponed motherhood may help narrow the income and pension gaps

Postponing motherhood could compound the challenges faced by already aging societies, but at the individual level, it could help narrow the income and pension gaps between men and women.
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Global trade in 2021

Jul 08, 2021

Global Trade: Ship me if you can!

Global trade has bounced back stronger than expected so far in 2021, driven by input restocking and shipping constraints rather than supply-demand dynamics.
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Covid-19 impact on France and Germany

Jul 05, 2021

France vs Germany: No #Euro2020 final but a tie against Covid-19

While both France and Germany didn't make it to the UEFA EURO 2020 final, we find a welcome tie between the EU’s two largest economies when it comes to weathering the Covid-19 crisis, judging by GDP developments, labor market performance, debt toll and policy support.
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Inflation and inequality in Latin America

Jul 01, 2021

This is (Latin) America: The unequal cost of living

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero.
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China corporate credit

Jun 30, 2021

China's corporate credit: Triaging in progress

With investors increasingly looking for yield-enhancing opportunities, China has emerged as a big capital hook, given its resilient economy, stable currency and relatively liquid fixed income market.
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