Economic Insights

Oct 28, 2020

Healthier tomorrows? Sporting goods a rare bright spot in Covid times

We expect U.S. retail sales of sporting goods to hit an all-time high of USD48bn in 2020.

Oct 27, 2020

The Transatlantic spread: pricing in inflation (un)certainty

The recent widening of the transatlantic spread is due to a repricing of the inflation risk premium in view of the Fed’s average inflation target.

Oct 21, 2020

U.S., Europe or China: Who is the global climate’s super hero?

China is already leading the pack in renewable energy and electric vehicles, but is lacking in Carbon Capture and Storage technology and subsidies for fossil fuels.

Oct 20, 2020

A hard Brexit could cost the EU EUR33bn in annual exports

Germany, the Netherlands and France are most exposed.

Oct 19, 2020

Winning exports market share despite the COVID-19 crisis

China’s exporters have been gaining market share since they exited the Covid-19 crisis.

Oct 15, 2020

Eurozone: Double dip and structural weaknesses

The Eurozone is facing its biggest challenge since the Eurocrisis.

Oct 15, 2020

Eurozone: Double dip and structural weaknesses

The Eurozone is facing its biggest challenge since the Eurocrisis.

Oct 14, 2020

EU Climate policy goes global: Introducing a Carbon Border Adjustment Mechanism

When implemented, a Carbon Border Adjustment Mechanism could come with a huge cost for sectors.

Oct 12, 2020

Big tech and the S&P 500: Look beneath the surface

Entropy shows that the current degree of concentration in the S&P 500 is historically high.