Brexit EU export losses

Oct 20, 2020

A hard Brexit could cost the EU EUR33bn in annual exports

Germany, the Netherlands and France are most exposed.
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Winning exports market share despite the COVID-19 crisis

Oct 19, 2020

Winning exports market share despite the COVID-19 crisis

China’s exporters have been gaining market share since they exited the Covid-19 crisis.
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Eurozone Double dip and structural weaknesses

Oct 15, 2020

Eurozone: Double dip and structural weaknesses

The Eurozone is facing its biggest challenge since the Eurocrisis.
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carbon border adjustment in the EU

Oct 14, 2020

EU Climate policy goes global: Introducing a Carbon Border Adjustment Mechanism

When implemented, a Carbon Border Adjustment Mechanism could come with a huge cost for sectors.
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Oct 12, 2020

Big tech and the S&P 500: Look beneath the surface

Entropy shows that the current degree of concentration in the S&P 500 is historically high.
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Oct 09, 2020

The global aerospace industry faces a steep cost of contagion

The Covid-19 crisis has dealt a blow to new plane deliveries, putting aerospace players’ profitability at risk.
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Oct 09, 2020

EUR100bn equity gap for French and Italian SMEs

On top of emergency liquidity measures provided to European SMEs to fight Covid-19, we estimate that Italian SMEs need EUR70bn of recapitalization, French SMEs EUR30bn, and German SMEs EUR3bn.
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hidden unemployment US Eurozone

Oct 06, 2020

30 million unemployed go missing and with them USD14bn of monthly consumption

“Hidden unemployment” has helped conceal the true extent of labor market pain across key economies.
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Oct 02, 2020

U.S. & Eurozone corporates: where is the Fed?

As of today the ECB has intervened with the double firepower compared to the Fed.
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Result Count2527