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What our Network liked in July (selection): The Global Financial Cycle, Geopolitical Risks, World Tariffs, Trends in Interest Rates, and much more…
„In contrast to existing consensus, we find that real interest rates …exhibit a persistent downward trend since the Renaissance.“
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German economy still struggling
The recovery of the German economy remains bumpy for the time being.
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Should we prepare for persistently higher interest rates?
Even though interest rates have now begun to be gradually cut, it is quite possible that interest rates will no longer fall to the very low levels seen in the years between the financial crisis and the pandemic.
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What our Network liked in June (selection): Productivity in Europe, AI in Finance, Services Trade, and much more…
The Past, Present and Future of European Productivity
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Global economy solid, but lacking momentum
The global economy is expanding surprisingly robustly in the face of various headwinds but is still in a weak phase by historical standards.
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German economy: The European economic engine is re-covering slowly and bumpily
The recovery of the German economy remains bumpy for the time being.
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What our network liked in May (selection): Macroeconomic damages from climate change, sixty years of global inflation, the economic success of small nations, and much more…
To what extent has the recent inflation experience been a global phenomenon?
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U.S. economy: Boom slowly flattening out
The fact that the eurozone is falling behind the US is, therefore, not a purely continental European phenomenon and should not be prematurely labeled as a decline.
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What our Network liked in April (selection): Productivity growth in Europe and the United States, the digital euro and financial stability, inflation preferences, international trade and economic growth, and much more…
What does the future of the Swiss financial sector look like?
