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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
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Auto tariffs – Game on Last week, President Trump signed an executive order introducing tariffs on automobiles and automobile parts imported...
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Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two...
26 March 2025
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Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade...
24 March 2025
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With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
Keep reading“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU defence...
17 March 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU...
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US macro – The myth of exceptionalism In our recent analysis, we look at the implications of current US policy...
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The sweeping Republican victory in US elections revived the American dream. President Trump would be a positive disruptive force for...
11 March 2025
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MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
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Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
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