Economic Insights

Nov 06, 2020

The U.S. elections turn into a judiciary battle: What’s next?

The political situation in the U.S. could be frozen until January 2021, even as government intervention is urgently needed to smooth the economic impact of a second Covid-19 wave.

Nov 05, 2020

Delayed but not derailed: The Eurozone recovery after 'lockdown light'

Lockdown 2.0 in Europe embodies the stop-and-go strategy, which should follow epidemic cycles until a post-vaccine return to normal in 2022.

Nov 03, 2020

Consumers and climate policy: Wash me but don’t get me wet

On average 46% of French and 44% of Germans respondents are not prepared to pay more for climate-friendly products.

Oct 29, 2020

Dual circulation: China’s way of reshoring?

The dual circulation strategy is likely to take center stage in China’s 14th five-year plan as a way towards more sustainable growth, making the country less reliant on factors outside of its control.

Oct 28, 2020

Healthier tomorrows? Sporting goods a rare bright spot in Covid times

We expect U.S. retail sales of sporting goods to hit an all-time high of USD48bn in 2020.

Oct 27, 2020

The Transatlantic spread: pricing in inflation (un)certainty

The recent widening of the transatlantic spread is due to a repricing of the inflation risk premium in view of the Fed’s average inflation target.

Oct 21, 2020

U.S., Europe or China: Who is the global climate’s super hero?

China is already leading the pack in renewable energy and electric vehicles, but is lacking in Carbon Capture and Storage technology and subsidies for fossil fuels.

Oct 20, 2020

A hard Brexit could cost the EU EUR33bn in annual exports

Germany, the Netherlands and France are most exposed.

Oct 19, 2020

Winning exports market share despite the COVID-19 crisis

China’s exporters have been gaining market share since they exited the Covid-19 crisis.