Economic Insights

Mar 15, 2022

The (energy) price of war: When inflation bites US savings

Surging energy prices will drive inflation even higher, accelerating the reversal of the "great resignation" in the US.

Mar 09, 2022

Not so hawkish after all: Is the ECB past the peak or just on pause?

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.

Mar 08, 2022

#IWD2022: break the gender pay gap!

The gender pension gap is even wider than the pay gap.

Mar 04, 2022

The (energy) price of war for European households

The invasion of Ukraine will propel energy prices even higher.

Mar 03, 2022

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.

Feb 24, 2022

Russia-Ukraine crisis: conflict escalation

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

Feb 17, 2022

Is the wealth middle class shrinking?

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

Feb 15, 2022

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.

Feb 10, 2022

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.