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Dec 19, 2024

Economic outlook 2025-26: Defying gravity?

Global economic growth: Not quite "dancing through life". Global real GDP growth is expected to remain moderate but steady at +2.8% in 2025-26. We expect developed economies to experience a slight slowdown, with growth tapering from +1.8% in 2025 to +1.7% in 2026. 

Dec 12, 2024

What to watch I December 12, 2024

Companies on a trade war footing, the Fed’s wishful Xmas cut and 2024 going in the books as a record year for insolvencies 

Dec 09, 2024

The risks of competitive fragmentation on Europe’s road to net zero

The green transition is a motor for economic growth. In 2023, the clean energy sector alone added USD320bn to the global economy in value added, accounting for 10% of global GDP growth. 

Dec 06, 2024

What to watch I December 06, 2024

Unlocking Eurozone consumer confidence, the ECB’s next rate cut and the CORE problem for Europe’s auto sector

Dec 03, 2024

The weight is over: How GLP-1 treatments are reshaping pharma and beyond

The pharmaceutical industry is cooking up a storm, with weight-loss drugs serving as the main course. Diabetes and obesity have become the star ingredients driving the sector’s expansion, sidelining traditional staples like oncology and immunology. 

Nov 28, 2024

What to watch I November 28, 2024

The 3-3-3 Secretary Bessent paradox in the US, France’s budget turmoil and Central Europe losing competitiveness

Nov 27, 2024

From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges

Retail sales are still strong in the US and recovering in Europe, but uncertainty could derail the ongoing improvement.

Nov 21, 2024

What to watch I November 21, 2024

What President Trump means for energy, earnings winter for European corporates, and taking stock after 29 COPs 

Nov 18, 2024

How polarization is shaping the economy (and what to do about it)

In 2024, societies are showing more signs of stability and social resilience, but the frequency and severity of civil unrest is increasing in several countries

Nov 15, 2024

What to watch I November 15, 2024

The cost of uncertainty in Germany, the finishing touch of the Chinese stimulus and all eyes on Brazil while this COP is in Baku

652 releases in total