Economic Insights

The Fed’s very political cut, BoE forced to pause and Munich Auto Show blues for European car makers

Money can't buy more children.

France’s back-to-school blues, ECB on hold and no summer break for the trade war

US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.

Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects

Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supply-chain disruptions and AI-driven digitalization.

Steady rates and shifting seats for the Fed, US-EU trade on the rocks and reading between the (market) lines

ECB taking a breather, France’s budget falls short and China’s resilience

Trade deals or tariff letters, the relentless dollar, and what the One Big Beautiful Bill means for households, markets and sectors