Economic Insights

Jul 19, 2024

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

Jul 16, 2024

Fears of AI causing a massive labor dislocation in the insurance industry are overblown.

Jul 12, 2024

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

Jul 11, 2024

A EUR10bn boost to French GDP, no cost for public finances.

Jul 05, 2024

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

Jul 03, 2024

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

Jun 27, 2024

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

Jun 25, 2024

Upcoming political outcomes will test resilience again.

Jun 21, 2024

European Commission plays bad cop, the fiscal pinch of the left in France and overcapacities in China