Economic Insights

Jan 25, 2022

US Fed: A fata morgana hiking cycle?

The main market risk might not come from the Fed falling behind the curve, but from investors being positioned too far ahead of the curve.

Jan 20, 2022

Mental health: Raising awareness and calling to action

As a mental health crisis of even bigger dimension looms, a concerted two-pronged public-private approach is needed to alleviate the social and economic impact.

Jan 18, 2022

Frying pan to fire: Will inflation spark a wage-price spiral in 2022?

Labor market developments play a key role in maintaining or amplifying the inflationary momentum.

Jan 13, 2022

Economic outlook: Don’t look up

Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies.

Infrastructure spending in Europe and the US

Dec 16, 2021

Public infrastructure investment: enough bang for the buck?

The recent scaling up public infrastructure investment has become an essential element of the fiscal stimulus during the recovery phase of the pandemic and promises to reverse the secular decline of capital spending.

Dec 15, 2021

Social Risk Index: Leave the door open for development

Advanced Economies are generally less vulnerable to systemic social risk than Emerging Markets, and the gap between the two has widened during the pandemic.

Dec 09, 2021

Global Trade Report – Battling out of supply-chain disruptions

When it comes to inputs from China, Europe is on the weak side of the tug-of-war against the US.

Dec 08, 2021

Jostle the colossal fossil: A path to the energy sector transition

The EU faces an implementation gap of six years in cutting greenhouse gas emissions from the energy sector by 2030.

Dec 03, 2021

Monetary policy: Omicron management & beyond

In their December policy meetings, the US Federal Reserve and the ECB will be tested on their monetary policy stance amid signs of higher inflation and rising omicron-related uncertainty.