Economic Insights

Nov 07, 2024

What to Watch 07 November 2024

President Trump’s victory at the US elections and the likely full Republican control of the Congress do not change our forecasts for US GDP much, with fiscal loosening likely to broadly offset growth-negative factors

Oct 31, 2024

What to watch 31 October 2024

Fed taking it slow, UK budget done, diverging growth in the Eurozone and market volatility before and after the US elections

Oct 24, 2024

What to Watch 24 October 2024

From agreement to action at COP16 in Cali, nuclear energy and the race to net zero and the “Big Stay” in Eurozone labor markets

Oct 22, 2024

Breaking or laying bricks? How policymakers will shape the construction recovery

Despite major headwinds, the residential construction segment has remained resilient and lower interest rates could revive prices and activity in 2025

Oct 18, 2024

What to Watch 18 October 2024

Higher taxes for French corporates, all eyes on Germany at Paris motor show and understanding China’s big move

Oct 15, 2024

Global Insolvencies Report : The ebb and flow of the insolvency wave

All in all this year, we expect double-digit increases in bankruptcies for half of the world.

Oct 11, 2024

What to Watch 11 October 2024

The cost of rising waters for European families, fiscal reality check for France and Italy and the ECB’s next cut

Oct 09, 2024

The global economic ripple effect of cyclones

While immediate economic losses from tropical cyclones are evident, the ripple effects on global supply chains and maritime trade often go unnoticed.

Sep 30, 2024

Economic outlook 2024-26: The great balancing act

Steady (not stellar) global growth ahead at +2.8% until 2026, in line with the long-term average.