SLOWING DOWN… in a world that is speeding up. As geopolitical tensions, rising public debt and massive investment in artificial intelligence continue to fuel uncertainty, bond markets remain under pressure, while US equities are showing remarkable resilience. Yet behind this apparent strength, growing divergences are emerging across regions and sectors, alongside an increasing concentration of […]
EUROPEAN SUPPLY CHAIN RESILIENCE In January 2026, we published a geopolitical lookahead report covering the broad trends that may occur over the course of the year. In that report, we identified a number of drivers of instability in Europe, includ- ing supply chain vulnerability. This report explores in more detail the themes of supply chain […]
Anyone who followed the economic news this August would have found it hard to miss this warning about debt. ‘Debt concerns’ would have been a more accurate way of putting it, as three specific concerns were coming to the fore at the same time: those regarding US public debt, those concerning the debts and liabilities […]
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