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Denmark: Positive reform momentum is yet to materialize

Moderate economic growth in 2016 and 2017

Fiscal stimulus in the pipeline: DK2025

Brexit remains a downside risk

Denmark: Positive reform momentum is yet to materialize - Report
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Unwrapping corporate commodity dependencies
Unwrapping corporate commodity dependencies

Russian dolls: unwrapping corporate (commodity) dependencies

A further +50% to 70% rise in non-energy commodity prices could actually wipe out all profits in six out of the nine sectors under analysis.

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global economic outlook
global economic outlook

Economic Outlook: Energy, trade and financial shockwaves

The Russian invasion of Ukraine has brought back significant headwinds to the global economic recovery and raised wider geopolitical risks.

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ECB March monetary policy meeting
ECB March monetary policy meeting

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We believe that the ECB will remain in a wait-and-see mode at the March meeting as concerns about slowing growth and tighter financial conditions will outweigh inflation fears.

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EU energy imports from Russia
EU energy imports from Russia

Can europe do without Russian gas?

Imports from Russia account for close to 36% of total EU gas supply, with Hungary, Slovakia and Czechia the most reliant.

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Russia-Ukraine crisis: Conflict escalation

De-escalation depends on three channels of transmission: energy, finance and trade.

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Wealth share of the middle class
Wealth share of the middle class

Is the wealth middle class shrinking?

Only three countries have seen the wealth share of the middle class improve since the 2008 financial crisis.

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sector inflation risks
sector inflation risks

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.

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Agriculture and forestry in Europe
Agriculture and forestry in Europe

Carbon farming: a transition path for agriculture & forestry

To reduce emissions and comply with the 1.5°C goal, an investment gap of EUR8.3bn needs to be filled in the agriculture and forestry sectors.

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Infrastructure spending in Europe and the US
Infrastructure spending in Europe and the US

Public infrastructure investment: enough bang for the buck?

The recent scaling up public infrastructure investment has become an essential element of the fiscal stimulus during the recovery phase of the pandemic and promises to reverse the secular decline of capital spending.

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Social Risk Index 2021
Social Risk Index 2021

Social Risk Index: Leave the door open for development

Advanced Economies are generally less vulnerable to systemic social risk than Emerging Markets, and the gap between the two has widened during the pandemic.

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EU energy transition
EU energy transition

Jostle the colossal fossil: A path to the energy sector transition

The EU faces an implementation gap of six years in cutting greenhouse gas emissions from the energy sector by 2030.

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ECB and Fed December meetings
ECB and Fed December meetings

Monetary policy: Omicron management & beyond

In their December policy meetings, the US Federal Reserve and the ECB will be tested on their monetary policy stance amid signs of higher inflation and rising omicron-related uncertainty.

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Impact of tapering on corporate credit spreads
Impact of tapering on corporate credit spreads

Corporate credit: life after policy support

Strong crisis support from central banks has triggered substantial inflows into corporate credit, keeping spreads anchored close to multi-year lows. But will a world without QE reverse the trend?

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Supply-chain disruption and sector profitability in the US and Europe
Supply-chain disruption and sector profitability in the US and Europe

The big squeeze: supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

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Energy prices
Energy prices

Energy prices in Europe: (a costly) winter is coming

Pent-up demand, tight supply, green policy and bad timing are the recipe for skyrocketing energy prices, which could take three to six months to cool down.

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