Kategorie: Allgemein
-
How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally? A conversation with Kristle Romero Cortés and Mandeep Singh
“Leadership transitions at central banks raise uncertainty even when policy rates themselves do not change, and that uncertainty reshapes banks‘ global lending decisions.”
-
Here is what caught our eye: Tariffs, global currencies, the transmission of foreign shocks, and much more…
EU Industrial Policy in a Fracturing Global Economy
-
Global Economy Flash – January 2026: Resilient amid headwinds, yet fragile
Global GDP growth remains solid. Global trade has remained more resilient than expected. However, higher tariffs and rising protectionism will weigh on global trade in 2026 and 2027.
-
Macro Bite: The Puzzling U.S. Economy and Underestimated Europe
A year has passed since Donald Trump assumed the office of U.S. President for the second time.
-
US Economy – How are you doing?
In the first months of 2026, we anticipate an episode characterized by slower economic growth and still-elevated inflation.
-
German economy – How are you doing?
The recovery of the German economy from the stagnation and recession phase is still proceeding tentatively and unevenly.
-
Here is what caught our eye (selection): Turbulent times for the Fed, global economy update, macroeconomic effects of tariffs, and much more…
EU Industrial Policy in a Fracturing Global Economy
-
Swiss economy – How are you doing?
We expect continued growth for the Swiss economy in 2026 and 2027, but economic expansion will be somewhat more modest than anticipated one year ago.
-
Global Economy Flash: Seemingly resilient amid headwinds, yet fragile
Global GDP growth remains solid. Global trade has remained more resilient than expected. However, higher tariffs and rising protectionism will weigh on global trade in 2026 and 2027.
