Risk & Strategy

Risk & Strategy

How will the global economy develop in the coming quarters? How will the monetary policies of the central banks differ? What scenarios are likely for the key financial markets? What are the associated specific medium-term forecasts (three weeks to a year)? What political risks could change the scenario completely?

You will receive a clear analysis from us every Friday morning. One week you will receive a Global Financial Markets publication, followed by a Global Political Risk Monitor in the week after that. Independent, clear-cut and based on the world’s leading research. A solid basis for important decisions.

Global Financial Markets

Will a recession occur, or not?

Eddy Markus
Thursday, 15 June 2023
Eddy Markus

Until recently, financial markets assumed recession and higher interest rates. However, the major economies are holding up so well - especially the U.S. economy - that this view is beginning to waver. Is this justified?

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Global Political Risk Monitor

Europe crushed by American eagle and Chinese dragon?

Andy Langenkamp
Thursday, 6 July 2023
Andy Langenkamp

Which paths will European countries take in the most likely scenarios for the geopolitical showdown between Beijing and Washington?

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Previous Issues

The risk nobody wants to consider
Monday, 5 June 2023