Economic Insights

Dec 08, 2022

Old lessons for a new world

In the last two years, German savers have started to embrace capital markets, resulting in additional savings of around EUR1,000 per capita.

Dec 01, 2022

House of cards? Perspectives on European housing

Tightening financing conditions, slowing growth and soaring inflation are putting pressure on the European housing market.

Nov 30, 2022

ESG – from confusion to action

While it is increasingly possible to evaluate the progress in the “E” in ESG, the situation is more challenging for the “S” and the “G”.

Nov 24, 2022

Europe: How big will the interest rate shock be in 2023?

Despite rising interest rates and a deteriorating economic outlook, credit dynamics have remained favorable in the Eurozone - but not for good reasons.

Nov 23, 2022

Black Friday for consumers, Bleak Friday for retailers?

For the holiday season, retailers will have to strike the best possible balance between volumes and prices, on the one hand, and profitability and liquidity on the other.

Nov 18, 2022

Financial globalization: moving towards a polarized system?

Since 2009, the role of the Chinese yuan in the global financial system has nearly doubled, just surpassing the Japanese yen and British pound.

Nov 15, 2022

Africa’s journey to net zero: USD7trn just for energy

The green energy transition is a once-in-a-lifetime opportunity for African development, a chance to reduce poverty and lift growth potential.

Nov 10, 2022

Fixed income is back

In 2023, fixed income should regain some attractiveness from a risk-adjusted perspective and may prove interesting in the current volatile environment.

Nov 09, 2022

US midterms: Republicans are back, (fiscal) policy impasses too

With the Republicans now controlling the US House, political gridlocks mean no major economic and fiscal legislation will be pushed through in the next two years.