Economic Insights

Mar 03, 2022

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

Feb 24, 2022

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

Feb 17, 2022

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

Feb 15, 2022

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

Feb 10, 2022

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.

Feb 09, 2022

The flailing domestic legs should be supported by further policy rate cuts, public investment in infrastructure and temporarily laxer regulation.

Feb 03, 2022

By 2025, longer replacement cycles in North America and Europe could result in a -11% decline in local shipments, wiping out USD16bn of sales yearly.

Feb 02, 2022

Despite large inflation upside surprises since the last policy meeting, we think the ECB will maintain its monetary policy stance—for now.

Jan 28, 2022

The Covid-19 crisis will cast a long shadow over Latin America in the decades to come as demographic change is here to stay.