Economic Insights

Feb 24, 2026

Variable geometry for European trade: Building resilience and diversification

As tariff uncertainty from the US persists, Europe needs to continue to enhance its trade potential.

Feb 24, 2026

Mining for the future: Addressing liabilities and unlocking sustainable transition opportunities

Sustainable mining is integral to the transition.

Feb 23, 2026

Schroedinger’s tariffs

The US Supreme Court dismantles the most cost-effective tariff instrument, but not the tariff regime overall.

Feb 20, 2026

Private equity in transition: from distribution drought to selective recovery

Exit activity rebounded strongly in 2025, with global deal value reaching USD905bn.

Feb 19, 2026

Eurobonds – A window of opportunity for a strategic necessity

Capital flows are shifting to Europe and European debt is emerging as a transitory safe asset.

Feb 16, 2026

Country Atlas 2026 : Under the surface

In the 2026 edition of the Country Risk Atlas, we assess the economic outlook, risks and opportunities across 83 countries, representing approximately 94% of global GDP.

Feb 13, 2026

From unipolar to uneven: Fragmentation tests US market primacy and reshapes the global investment landscape

US equities have consistently outperformed global peers, cementing their dominance in portfolios worldwide. But past outperformance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account.

Feb 11, 2026

High prices, thin buffers: America’s affordability crisis persists

Despite signs of easing in services components, including rentals, US inflation has remained sticky, and low-income households in particular are feeling the pinch.

Feb 10, 2026

Europe households after the rate shock: A windfall for some, a squeeze for others

Europe’s households after the rate shock: A windfall for some, a squeeze for others