What to watch I July 25, 2024

Fed preview, EM currency outlook and Vietnam eyes the “market economy” prize

Metals and mining: Do we live in a material world?

Though demand for metals is skyrocketing, uncertainty, price volatility and CAPEX needs make companies very cautious. According to the International Energy Associations (IEA)’s stated policies scenario (STEPS), demand for metals could double (even triple if we take the Announced Pledges Scenario (APS), which take for granted the fact that governments will reach all announced goals). 

What to watch I July 18, 2024

Business insolvencies up again, markets pricing in a Trump win but forgot inflation, and shipping costs soaring ahead of trade frictions

GenAI in the insurance industry: Divine coincidence for human capital

Who's afraid of GenAI? While experts predict substantial positive economic effects from the rise of generative artificial intelligence, public sentiment is not so optimistic. 

What to watch I July 12, 2024

China’s Third Plenum, Germany’s penny-pinching budget, what happens next in France and ECB preview 

Olympic Games

The economics of hosting the biggest sporting event in the world

What to watch I July 05, 2024

French elections round two, the political tide turns in the UK and globetrotters driving the tourism rebound

Securing critical infrastructure: the two-for-one of green investment

In a world of mounting geopolitical tensions and intensifying climate change, critical infrastructure is particularly at risk of disruption. 

What to watch I June 28, 2024

Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets 

Mid-year Economic Outlook 2024-25: Games wide open?

Upcoming political outcomes will test resilience again. Global growth bottomed-out in H1, but the global manufacturing sector is still in excess supply, with low demand in the Eurozone in particular.