Economic Insights

Dec 08, 2023

What to Watch 08 December 2023

The Fed’s lessons from the past, central banks on hold next week and Switzerland opens up

Nov 30, 2023

What to Watch 30 November 2023

OPEC+’s faltering grip, Germany’s budget freeze, and pivoting central banks in emerging markets.

Nov 29, 2023

Allianz Climate Literacy Survey 2023 : Climate Fatigue

Extreme weather events have almost become the new normal around the world, emphasizing the urgency of the global climate crisis.

Nov 24, 2023

What to Watch 24 November 2023

COP28 – the decisive decade, opportunity time in CEE, and the emerging winners of the great decoupling with China.

Nov 23, 2023

Food industry: Gravy for corporates, leftovers for consumers?

Thanksgiving special: higher turkey prices? Watch out for labor shortages.

Nov 17, 2023

What to Watch 17 November 2023

Dutch elections in a time of recession, climate displacement and corporate earnings – calm before the storm?

Nov 16, 2023

Global construction outlook: Liquidity cracks

Residential construction is stumbling but still standing. Meanwhile, non-residential construction is reaching for the sky in the US while Europe lags behind.

Nov 10, 2023

What to Watch 10 November 2023

Protracted but contained conflict in the Middle East, one step forward, two steps back on climate targets and costs of the Panama Canal drought

Nov 09, 2023

India: A rising star

By 2030, India will be the second-largest economy in the Asia-Pacific region as strong macro-fundamentals and an improving business environment drive investment-led growth.