Economic Insights

Apr 05, 2023

The green industrial revolution

To decarbonize its industrial sector, the EU28 countries need to invest EUR3bn per year between 2020 and 2030, and EUR9bn annually from 2030 to 2050.

Mar 29, 2023

Everything everywhere all at once

Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.

Mar 24, 2023

Swiss shotgun wedding – What’s next?

What to watch: US Fed's interest rate path, France's political & social crisis, EU electricity markets

Mar 23, 2023

Centrifugal emerging markets

While the global financial system remains dominated by advanced economies (and anchored to the US monetary regime), it will be increasingly shaped by faster-growing emerging market economies.

Mar 16, 2023

US bank failures—What’s next?

The health of the European banking sector has significantly improved over the last decade, mitigating potential spillover effects of SVB’s failure.

Mar 16, 2023

Mind the gap: the USD30trn global liquidity gap is here to stay as payment behaviors likely to deteriorate in 2023

Global Working Capital Requirements for listed companies increased by +9 days to 72 days of turnover in 2022 – the largest annual increase since 2008.

Mar 10, 2023

Inside corporate earnings

The excellent performance of 2022 is set to reverse in 2023, notably for shipping and retail.

Mar 08, 2023

Easy come, easy go: The impact of quantitative tightening on money, credit and market plumbing in the Eurozone

The rapid unwinding of TLTRO funding will have significant consequences for both bank lending and capital markets.

Mar 03, 2023

#IWD: Employ and pay them more!

What to watch: Windsor Framework’s economic impact, US monetary aggregates have a message for you, the end of the great chip shortage