How investors could take advantage of the already big and exponentially growing AI market
2026 may be a good year for risky assets
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
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
As the preliminary deal with the European Union shows, Trump’s trade policies increasingly look like solutions in search of non-existent problems.
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
Competition for raw materials vital for the energy transition is intensifying
