Economic Insights

Mar 14, 2025

The Fed facing stagflation risks, The five stages of (tariff) grief, and the climate cost of defense spending

Mar 11, 2025

Europe’s electricity infrastructure and market design disparities have become major obstacles to the green transition.

Mar 07, 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

Mar 06, 2025

A new hope: the ongoing recovery in the chip market

Feb 27, 2025

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

Feb 25, 2025

Fossil fuels are not the only sector on the watchlist.

Feb 20, 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

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

Feb 14, 2025

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