Inventories, diversification, and trade vulnerabilities
Reducing supply dependencies and vulnerabilities is now a cornerstone of economic policy. This column analyses how French manufacturing firms used inventories and diversified their country-specific
India forecasts 2025/26 economic growth at 7.4%
The Indian economy grew 6.5% in 2024/25 and 8.2% in 2023/24. India’s economy is expected to grow 7.4% in the fiscal year ending in March,
Brexit migration shifts: Benchmarking the UK to Germany
Brexit has been one of the most consequential institutional shocks to a major European economy in recent decades. This column examines how Brexit reshaped the
A vignette study of work from home and attitudes to household work
Work from home has boomed since the Covid pandemic. This column uses a vignette experiment to explore how working from home links to gendered attitudes
European stocks fall as traders wait for US jobs data, dollar steady
Oil drops below $60 a barrel for first time in months. European stocks fell in early trading on Tuesday, struggling to make gains as traders
Bank recapitalisation versus firm support: A fiscal criterion for crisis policy
Governments routinely invest in private firms. This column argues that these investments have powerful effects on an economy’s crisis resilience, and that those effects depend
Macro-financial disconnect in the euro area: Assessing tail risks to euro area growth and equities
The euro area is experiencing a combination of low growth and persistently high policy uncertainty, but financial conditions are remarkably supportive and valuations now look
European stocks fall as traders wait for US jobs data, dollar steady
Oil drops below $60 a barrel for first time in months. European stocks fell in early trading on Tuesday, struggling to make gains as traders
US dollar close to multi-week lows versus euro and yen before US data
Euro supported by ECB’s stance and strong economic data. Euro supported by ECB’s The U.S. dollar hovered around multi-week lows against the euro and yen
Yen gains ahead of BOJ decision in packed week for investors
A separate closely watched survey showed that big Japanese manufacturers’ business sentiment hit a four-year high in the three months to December. The yen strengthened
