India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
2026 may be a good year for risky assets
A widening gap between official data and worker sentiment points to the power of technological anxiety.
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
Benign, for now: Our forecasts for the next 12 months
