Two years of war in Ukraine – impacts on Russia and Europe

 


 

 

European labor markets: Migration matters

 


 

 

Indonesia’s economy after the elections, a tale of two consumers in the US and UK and Türkiye’s economic rebalancing

 


 

 

China: keeping the Dragon awake

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EM currencies at risk in 2024, inventories weighing on growth, the costs of concentration risks and the EU’s new climate target

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Country Risk Atlas 2024: Assessing non-payment risk in major economies

 


 

 

European farmers unite in unrest, industrial policy déjà vu in Brazil and ECOWAS put to the test

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Clean Energy Transition: Chemicals

 

 


 

 

Ukraine external support - January 2024

 

 


 

 

Pharmaceuticals Industry Trends January 2024

 

 


 

 

Economic Outlook - December 2023

 

 


 

 

Consumer Durables / Retail Industry Trends 2023

 

 


 

 

East Africa: A climate crisis that is only expected to worsen

 

 


 

 

Pakistan: A new government lacking legitimacy will be exposed to popular pressures and experience a persistent economic crisis

 

 


 

 

Indonesia: Policy continuity expected with new president

 

 


 

 

Argentina: Downgrade of ST political risk to category 7/7

 

 


 

 

OECD premium categories: Georgia, Montenegro, Oman and Qatar upgraded

 

 


 

 

Burkina Faso, Mali and Niger: Military juntas announce withdrawal from ECOWAS

 

 


 

 

Turkey: New central bank governor likely to maintain orthodox monetary policy for now

 

 


 

 

Slightly shorter payment delays but not for all sectors, in Poland in 2023

 

 


 

 

To grow out of its debt, Southern Europe must look beyond tourism and solve its demographic crisis

 

 


 

 

German Metals Industry: Negative outlook, but surprisingly positive payment behaviour

 

 


 

 

2024: the year of elections

 

 


 

 

2023: 3 Themes in Charts

 

 


 

 

US Outperformance: At a Turning Point?

 

 


 

 

Commercial real estate risks