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Economic Insights

Sep 23, 2021

How to future-proof the German Wirtschaftswunder

Germany is wading into uncharted political territory, but no major policy overhaul is on the cards following the elections.
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Climate policy

Sep 22, 2021

Climate policy: Time for a “blood, toil, tears and sweat” speech

Climate change is the dominant challenge of the 21st century but combating it will require more than just huge investments: far-reaching individual behavioral changes are also essential.
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Global economic outlook Q3 2021

Sep 17, 2021

Global economy: A cautious back-to-school

Global growth remains strong but increasingly uneven amid evolving virus dynamics and the gradual removal of policy support.
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Sep 15, 2021

European food retailers: The bitter digital aftertaste of the Covid-19 legacy

The Covid-19 crisis has fast-forwarded Europe’s e-commerce transition, especially in food retail. But we estimate that every percentage of grocery sales moving online threatens EUR13.6bn in sales and up to EUR1.9bn in profits.
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Sep 09, 2021

Life after death: The phoenix-like rising of Japan's life industry

Japan’s life insurance industry has weathered the long yield winter remarkable well, but we find that there is still some room for improvement within the local market.
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European export performance

Sep 08, 2021

Export performance in Europe: a sink or swim game

European exporters, especially France, have lost significant market share over the past two decades as China emerged as a global exporter for manufactured goods.
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ECB September policy meeting

Sep 02, 2021

ECB: Roaring reflation no reason to flinch

Despite the roaring return of inflation in H2 2021, don’t expect any major announcements from the ECB next week. The September meeting will, however, set the course for its policy stance for the remainder of 2021 and beyond.
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European fragile SMEs

Sep 01, 2021

European SMEs: 7-15% at risk of insolvency in the next four years

While state support softened the blow of the Covid-19 shock, we find that 7%, 13% and 15% of SMEs in Germany, France and the UK are still at risk of insolvency in the next four years.
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Jul 30, 2021

Europe’s pent-up demand party is just getting started

Unleashed pent-up demand could provide a boost to sectors hit the hardest by Covid-19 restrictions through 2021, especially in Spain, France and Belgium.
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Result Count2527