US yields: where the music plays

Jun 15, 2021

US yields: Where the music plays

While in the real economy the "Grand Reopening" party has just started, bond markets are seemingly positioned for a prolonged stagflationary scenario.
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Global corporate tax

Jun 11, 2021

G7 corporate tax deal: Who is winning, who is losing?

The ensuing competitiveness shock will benefit the economies of Poland, Spain, China, the Netherlands, the US and the UK at the expense of Emerging Markets.
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Global economic outlook 2021

Jun 09, 2021

Grand reopening: new opportunities, old risks

Watch our for a multi-faceted recovery: high-pressure economics in the US, low-pressure economics in Europe.
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Covid-19 debt in the Eurozone

Jun 02, 2021

European corporates: It could take 5 years to offload Covid-19 debt

2022 could become a reality check for European non-financial corporates.
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The flaw in the liquidity paradigm: lessons from China

May 31, 2021

The flaw in the liquidity paradigm: lessons from China

The only place where people can put their money is into someone else’s pocket.
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French export barometer 2021

May 27, 2021

French export barometer: 8 out of 10 companies aim to increase exports in 2021

The results of the 7th edition of our French export barometer suggest that strong winds of change lie ahead.
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Semiconductor manufacturing in Europe

May 26, 2021

Semiconductors realpolitik : A reality check for Europe

Europe should play the long game, placing chips where they matter the most.
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Public debt in the Eurozone after Covid-19

May 20, 2021

Eurozone government debt - Quo vadis from here?

The Covid-19 debt overhang will prove sticky in the Eurozone.
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Fossil fuel subsidies

May 19, 2021

Abolishing fuel subsidies in a green and just transition

Abolishing fossil fuel subsidies and directing the funds to renewable energy seems like an easy win for the climate. But getting rid of them comes with steep costs for consumers, particularly the poorest households.
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Result Count2459