Economic Insights

Dec 10, 2020

Global Supply Chain Survey - In search of post-Covid-19 resilience

We surveyed 1,181 companies across five countries and six sectors to gauge their experiences with disruption, and their plans to make supply chains more resilient.

Dec 09, 2020

Wanted: public borrowers of last resort

Recent monetary developments in the EMU are a reminder that it is simplistic and therefore risky to sum up the fuzzy concept of liquidity with QE as if it was the alpha and omega of monetary phenomena.

Dec 03, 2020

ECB: another EUR1.6tn in QE to reach the light at the end of the tunnel

The ECB’s December decision will be all about striking a balance between a policy response that is bold enough in the context of dire short-term prospects but flexible enough to respond to potential upside risks to the 2021 outlook.

Dec 02, 2020

France: Improved confidence will boost consumer spending by EUR10bn in 2021

Household confidence will play a key role in France's economic recovery from the Covid-19 crisis.

Dec 02, 2020

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Dec 01, 2020

French and German savers: the unequal twins

The return on financial assets is way higher in France, leading to substantial consequences for consumption in Germany.

Nov 26, 2020

Global sovereign debt market: not seeing the trees for the forest

Global public debt will hit an all-time high in 2020 and this won’t be without consequences for debt sustainability, particularly for the most fragile economies.

Nov 25, 2020

U.S. & Eurozone sectors: hunting for the weak links

Corporate credit pricing is currently inconsistent with fundamentals, especially for sectors with high net leverage and low interest coverage ratios.

Nov 24, 2020

Europe: One in four corporates will need more policy support in 2021 to avert a cash-flow crisis

With the second wave of lockdowns, we expect a heavy cost for Covid-19 sensitive sectors across the Eurozone.