Economic Insights

Apr 10, 2025

Riders on the storm: Managing uncertainty updated outlook

The US has kicked off a full-fledged trade war: On 2 April, US president Donald Trump announced “reciprocal” tariffs that exceeded expectations, with products imported from China set to be taxed at a staggering 130% from 10 April.

Apr 04, 2025

What to Watch 4 April 2025

Liberation Day – When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war

Mar 28, 2025

What to Watch 28 March 2025

Quarterly country and sector risk update – with a focus on Türkiye, credit is back (somehow) and trade war checkmate

Mar 26, 2025

Invest in your future: How to save your way out of employment vulnerability

There is no question that GenAI will lead to a profound change in the way we work.

Mar 20, 2025

What to Watch 20 March 2025

Germany hat es geschafft, US consumer (still) holding strong and why markets are not buying the “America First” pledges this time

Mar 18, 2025

The corporate battlefield: Global insolvencies in times of war economics

After surging by +10% in 2024, our Global Insolvency index is set to rise by +6% in 2025 and +3% in 2026 as the delayed easing of interest rates and increased uncertainties keep companies under pressure.