Economic Insights

Mar 06, 2025

The New Jedi Order: Global chip war and the semiconductor industry

A new hope: the ongoing recovery in the chip market

Feb 27, 2025

What to Watch 27 February 2025

A light at the end of the tunnel after three years of war in Ukraine?

Feb 25, 2025

Climate risk and corporate valuations

Fossil fuels are not the only sector on the watchlist.

Feb 20, 2025

What to Watch 20 February 2025

The reasons behind Southern Europe's remontada, budget math is not mathing ahead of Germany’s elections and the US’s “eye for an eye” trade policy

Feb 18, 2025

From hard-to-abate to decarbonized: Strategies for transforming Europe’s industrial sector

Four hard-to-abate industries (aluminum, ammonia, steel and cement) will play a pivotal role in Europe‘s green transformation.

Feb 14, 2025

What to Watch 14 February 2025

The yield curve sweet spot, France’s better-late-than-never budget and the geopolitics of minerals

Feb 13, 2025

How Europe can take back the wheel in the global auto sector

2024 was a reality check for the global automotive market and 2025 does not look much better.

Feb 06, 2025

What to Watch 6 February 2025

The Art of the Deal, how the world should respond to the US tariff threats

Feb 03, 2025

Country Risk Atlas 2025: Repeat, rewind?

The second edition of our flagship country risk report provides an overview of the risks to businesses from the domestic and international environment in 2025.