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New world order for trade: What Next?
Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”
So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.
The imposed tariffs by the Trump administration turned out significantly higher than initially expected
China Banks: Signs of Bottoming Out
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.
Tariff Disturbances: More uncertainty on trade and to what end?
Nothing is all that certain in Washington these days. This was the backdrop against which we developed the latest update to our strategic 12-month outlook.
Europe's economies wasted billions of euros through the inefficient use of energy
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
More defence, more investment, more debt, more growth
India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
By: Jason Chen, Dirk Schlüter
