Economic Brief

Economic Brief – Doubts about the dollar and Europe’s innovation deficit

In this edition of the Economic Brief, we examine three pressing themes shaping the global economic narrative: the erosion of traditional safe havens in financial markets, the widening productivity gap between Europe and the United States, and the regulatory trade-offs that could define Europe’s future. Debasement: a crisis of confidence [...]

In this edition of the Economic Brief, we examine three pressing themes shaping the global economic narrative: the erosion of traditional safe havens in financial markets, the widening productivity gap between Europe and the United States, and the regulatory trade-offs that could define Europe’s future. Debasement: a crisis of confidence in safe havens For over […]

In this edition of the Economic Brief, we explore three major themes shaping the global economic landscape: the uncertain impact of US trade policy, the productivity puzzle in the age of AI and the growing disconnect between financial markets and economic fundamentals. Let’s take a look. US trade policy: who’s really paying the price? Six […]

In this edition of the Economic Brief, we explore three key developments shaping the economic landscape: the erosion of European corporate confidence in China, the paradoxical movements in European long-term interest rates, and the implications of Germany’s weakening economic status. Let’s dive in. European firms in China: confidence crisis Over the past decade, European companies […]

In this edition of the Economic Brief, we touch on the three d’s: deficits, duties and debts. We will see how government spending continues to the rise in the US, despite a burgeoning deficit; what the impact of Trump’s customs duties is on global trade; and how debt levels are developing globally. Let’s dive in. […]

As the first month of Trump’s second presidency comes to a close, let’s take a look at how the rest of the world perceived his return to power. A poll undertaken in November 2024 by the European Council on Foreign Relations (ECFR), a think tank, resulted in a number of fascinating findings. When asked whether […]

In this closing edition of the Economic Brief, we examine the IMF’s latest World Economic Outlook and the reasons for declining medium-term growth. We then head to Germany to cover its political turmoil before crossing the Rhine to understand the collapse of the French government. Let’s get stuck in.   The IMF recently released its […]