Economic Insights

Mar 07, 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

Mar 06, 2025

A new hope: the ongoing recovery in the chip market

Feb 27, 2025

A light at the end of the tunnel after three years of war in Ukraine?

Feb 25, 2025

Fossil fuels are not the only sector on the watchlist.

Feb 20, 2025

The reasons behind Southern Europe's remontada, budget math is not mathing ahead of Germany’s elections and the US’s “eye for an eye” trade policy

Feb 18, 2025

Four hard-to-abate industries (aluminum, ammonia, steel and cement) will play a pivotal role in Europe‘s green transformation.

Feb 14, 2025

The yield curve sweet spot, France’s better-late-than-never budget and the geopolitics of minerals

Feb 13, 2025

2024 was a reality check for the global automotive market and 2025 does not look much better.

Feb 06, 2025

The Art of the Deal, how the world should respond to the US tariff threats