Economic Insights

Jul 05, 2024

French elections round two, the political tide turns in the UK and globetrotters drive the tourism rebound

Jul 03, 2024

In a world of mounting geopolitical tensions and intensifying climate change, critical infrastructure is particularly at risk of disruption. 

Jun 27, 2024

Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets

Jun 25, 2024

Upcoming political outcomes will test resilience again.

Jun 21, 2024

European Commission plays bad cop, the fiscal pinch of the left in France and overcapacities in China

Jun 19, 2024

Industrial policies and subsidies are back with a bang, especially in major economies such as the US, China, India, Germany and Brazil.

Jun 14, 2024

Snap elections in France, the equity risk premium puzzle, the end of the Fed conundrum?

Jun 13, 2024

Climate change will compound the rise in health expenditure already expected due to aging societies.

Jun 06, 2024

ECB easing begins , taking stock of NGEU, no turbulence for the airline industry ’s bottom line