Economic Insights

Feb 16, 2024

What to Watch 16 February 2024

Indonesia’s economy after the elections, a tale of two consumers in the US and UK and Türkiye’s economic rebalancing

Feb 14, 2024

European labor markets: Migration matters

Between 100 000 and 400 000 migrants per country per year may be needed to grow.

Feb 08, 2024

What to Watch 08 February 2024

EM currencies at risk, destocking weighs on growth, narrower equity markets everywhere and the EU’s new climate target.

Feb 07, 2024

China: keeping the dragon awake

With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth.

Feb 02, 2024

What to Watch 02 February 2024

European farmers unite in unrest, industrial policy déjà vu in Brazil and ECOWAS put to the test

Jan 31, 2024

Country Risk Atlas 2024: Assessing non-payment risk in major economies

The Country Risk Atlas provides comprehensive insights on the economic, political and business environment and sustainability factors that influence non-payment risk for companies in 84 economies.

Jan 26, 2024

What to Watch 26 January 2024

An early pivot for the Fed would be costly, inventory glut to reduce Red Sea bullwhip effects, and the Eurozone getting its very own soft landing

Jan 24, 2024

Europe needs to step up its game

In the 25 years since the foundation of the Euro, the economic gap between the US and Eurozone has almost tripled.

Jan 19, 2024

What to Watch 19 January 2024

ECB expected on hold again, China ready for new stimulus and high-yield debt on the radar.