Economic Outlooks

 

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This monthly publication provides our clients with our latest macroeconomic and insolvency forecasts by country and sector and addresses risks and opportunities in emerging trends such global trade, reindustrialization and the green economy.


Global Sector Outlook July 2013

Reconciling economic (dis)illusions and financial risks - July 2013

Global Sector Outlook ​

For this special Tour de France outlook,we have not chosen to focus on the cycling industry, but rather to look atwhich sectors are on steroids andwhat stimulants they are using – easier to detect than with racing cyclists.
 
 
 
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The world economy at a crossroads - May 2013

Macroeconomic, Risk and Insolvency Outlook ​

While the eurozone continues on its merry way and dangerously nears a crossroads, the United States also has a difficult bend to negotiate. In Europe,wear and tear is at the fore, and questions are being asked as to howlong the
industrial and social fabricwill hold up in the face of faltering public policies and economic limbo.On the other side of the Atlantic, monetary policy is a key concern..
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Corporate insolvencies: the true nature of the Eurozone crisis - April 2013

Business Insolvency Worldwide

Whether onewants it or not, companies have been and continue to be the actual victims of the ongoing European crisis. Corporate insolvencies in the eurozone are expected to increase by +21% in 2013 before ebbing back to a (more)moderate growth rate of +7% in 2014.

Euler Hermes Global sectors outlook

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Europe: still looking for a second wind - March 2013

Macroeconomic, Risk and Insolvency Outlook ​

The start to the year has been harsh in Europe. Winter has not wanted to give way to spring, as agreed, and the only positive from this chill is  perhaps its contribution to eurozone growth: nearly one-tenth of a  percentage point of GDP in 2013, according to our estimates. That’s already ​something, isn’t it?

 


Euler Hermes Global sectors outlook

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Trade Routes: What has changed, what will change? - February 2013

Special Report

Two years ago, we analyzed the upheaval in sectors following the 2010 stimulus measures: the rise of Brazil in the food industry, the confirmation of Asia's supremacy in technological goods (...).

This special report provides an update of the underlying trends in global trade, beyond headline data, and seeks to identify new risks and opportunities for sectoral routes.


Euler Hermes Global sectors outlook

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Now where did the global demand go? - January 2013

Global Sector Outlook​

How demographic and behavioural changes impact global demand and its regional variations? What is this global demand to which the companies should adapt themselves? 

"With a genuine sigh of relief some would say that the crisis is over, that the Eurozone remains intact and that the markets are moving forward again. In short, that the worst is now behind us. "​

 

2013 world economy forecasts

World heads for sixth year of crisis: something the Maya did not forecast! - December 2012 

Macroeconomic, Risk and Insolvency Outlook ​


 

"Although the economic outlook for 2013 is far from cataclysmic, it nevertheless remains very weak. We are now entering the sixth consecutive year of crisis, a far shorter cycle than for the Mayan calendar (5125 years!) but every bit as worrisome in terms of impact on companies’ balance sheets​."

 
Transport sector economic analysis


Transport: A two speed world - December 2012

Special report

"The year 2012 marked a turning point for global transport, whether road, rail, maritime or aviation. Despite a natural market increase driven by demographics and growing wealth, the cards have largely been reshuffled between the world’s regions and transport players."
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Reindustrialization in USA - November 2012

Special report

"The current uncertainty surrounding the fiscal cliff and the ongoing debt crisis in Europe are the two largest headwinds currently affecting the U.S. economy. Beyond the tumult in the short run, there are some positive macro- and micro-economic factors that have caused us to look more thoroughly to what the ‘new normal’ could look like for the U.S."​




 
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