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    March 7, 2024
    Robin Winkler, Chief Economist, Germany, rejects ‘sick man of Europe’ label for Germany in a new ‘Q&A with’ interview. He attributes economic challenges to external shocks but anticipates growth fuelled by household spending. Read the full interview for more.

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    March 15, 2024
    In a new report by Luke Templeman and Galina Pozdnyakova they highlight how enthusiasm for AI has propelled the US tech sector forward, with the Nasdaq surging over 25% since last October, led by the ‘Magnificent 7’ stocks. [more]
    February 22, 2024
    Global growth expected at 2.9% in 2024, rising to 3.2% in 2025. We no longer expect a recession in the US & the EU.
    Inflation possibly peaked, yet upside risks persist due to ongoing price pressures. [more]
    February 16, 2024
    Although Germany is set to reach the 2% mark for defence spending in the next four years, thanks to the armed forces special fund set up in 2022, the funding looks more uncertain in the medium term. [more]

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    March 21, 2024
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    March 13, 2024
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