Economic Insights

Oct 06, 2020

“Hidden unemployment” has helped conceal the true extent of labor market pain across key economies.

Oct 02, 2020

As of today the ECB has intervened with the double firepower compared to the Fed.

Oct 01, 2020

In light of the brewing cocktail of post-pandemic economic trends, the probability of an inflationary overshoot has also risen.

Sep 29, 2020

Over the long-term, public debt will be the real winner of this election.

Sep 24, 2020

A stop-and-go approach until the return to normal in 2022.

Sep 23, 2020

The prosperity gap between rich and poor countries has widened again.

Sep 22, 2020

We find that the USD could depreciate by as much as 5% (~1.25) against the euro in the next 12 months.

Sep 18, 2020

France and Germany have deeply diverging approaches to boost the recovery after Covid-19.

Sep 18, 2020

We estimate that central banks' Quantitative Easing policies have compressed the global term premium by -130bps.