Economic Insights

2024 saw another year of solid growth for the global economy – and another bumper year for financial assets of private households, which rose by +8.7%, surpassing the strong growth of the previous year (+8.0%).

Who’s paying for the trade war, the BoJ’s daring game of patience and equity markets – bubble or boom?

Agentic AI marks a significant leap in artificial intelligence, with the potential to profoundly reshape economies and labor markets across the globe.

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.