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You are unsettled by the heightened political risk in the global economy? You want to know what that means for your business?

We are your SME-friendly, individual business intelligence provider.

We don’t speculate about the future. We anticipate it.

What can we do for you?


Individual scenario planning and analyses of political and macroeconomic risks

With our individual risk profiles, we identify the key politico-economic challenges to your business and help you to prepare. See our brochure for the details and contact us to inquire what we can do for you!

Presentations & lectures

You need a speech or presentation regarding current political and/or macroeconomic developments in relation to your event? You intend an economics training course for your staff, looking for a competent and versatile lecturer? Well, help might be just an e-mail away.

Our “Economic Ticker“, your live guide to the world economy’s developments

On our blog, we provide you with running commentary and analysis of the political and economic developments in the world economy, just as it happens, sorted and archived in dozens of categories to serve your specific interest.

We are the specialist you’ve been searching for


In our “Spotlight” series, we anticipate a key feature of the future politico-economic environment in a ‘What If’-format. What if…Italy were to introduce a parallel currency?

We are your risk analysis partner for the Commonwealth and its Sub-Sahara Africa member countries in particular

We cover the Commonwealth’s business hub in Southeast Asia with our own economic indicator – the SiNGES shows the health of Singapore’s economy at a glance

We are looking for freelancers educated in economics and/or political sciences!

Brexit Real Time

Our running analysis

Events, World Affairs & Press

Another Brexit delay and no deal off the table - think again

The Commons have spoken – and they have forced the government’s hand, rendering Boris Johnson a Prime Minister in office, ...

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Donald Trump's next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump's bidding. In his efforts to shrink the US' ...

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Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty ...

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EU-Italian truce to prove temporary

After an erstwhile escalation, this week appears to have brought respite for bond investors scared by deficit sanctions threatened by ...

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Japanese Yen not to profit from trade-related turmoil as usual

As Donald Trump has been ramping up the pressure on US trading partners, it is one of the favourite topics ...

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Elections in Spain renew threat of Catalan secession crisis

Ever since its delusive cessation at the beginning of last year, most investors and analysts inside and outside of Spain ...

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Own visualisation

EM external debt to become critical if global economy slowdown continues

As the global economy is cooling down considerably and some heavy-weight countries such as Turkey, Germany, the UK or even ...

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First default by Chinese state-owned enterprise in two decades heralds trouble

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling ...

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Indian rate cut reeks of political incitement

Though it didn’t come wholly unanticipated, the rate cut by the Reserve Bank of India (RBI) on 7 February raised ...

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UKES

United Kingdom Economy’s State

Specialising in the politico-economic risk analysis of the Commonwealth’s member states, we have created our own economic indicator for the UK economy which, otherwise, does not exist in this comprehensive form: the UKES. It consists of two components constituting the main index.

The component “expectations” runs ahead of the current situation, comprising elements such as development of inflation and interest rates, consumer- and business confidence, etc. The “state” component describes the current situation and comprises data such as industrial production, net trade, etc. The main index, then, is a smoothed combination of the two components.


+++30 August: Economic sentiment remains anxious as main indicator reaches the zero line+++

As Brexit is entering its dramatic final stages, the UK economy is stuck in bleak conditions. Yes, employment is still buoyant and at multi-decade highs, wage growth remains frothy and consumers therefore seemingly impervious to the uncertainty created by Brexit. And just as it had hit economic growth before, net trade made for a positive kink in the state component of our UKES between June and July due to collapsed imports as businesses depleted inventories built up in March in preparation for a no-deal Brexit. But in other areas of the economy, increasingly subdued sentiment has begun to take its toll. Manufacturing has been hit simultaneously by disruptions to its trade with the EU in anticipation of Brexit and by a general slump in external demand due to a global economic slowdown. Accordingly, investment has been being retrenched while the all-important services sector has now been stagnating for three months in a row. Small wonder, then, that the main indicator line of our UKES has finally reached the zero line, the watershed between expansion and contraction. Should the current constitutional stand-off between the government and Parliament result in a no-deal Brexit, Britain will hence be facing a recession without doubt.

Sources: UK Parliament, Bloomberg
Note:
The UKES is calculated to scale so that a positive reading of the state component as well as the main index signals current economic expansion. Furthermore, the UKES generates these other signals: If the expectations graph rises through that of the state component, that is a valid signal for an economic upturn in the near future (3-6 months) and vice versa for a break-down through the state graph. If the state component, additionally, plots over the main index, that signals a healthy and stable economic expansion; when it plots beneath the main index, the current economic upturn has not yet solidified or the recession is persistent, respectively.

You would prefer to listen to the current update of the UKES as a podcast?

Indicators

Imports (Sep.)


Manufacturing PMI (Sep.)


Industrial prod. (Aug.)


Retail sales (Aug.)


Individual country ranges according to historic max-/min levels

Sources: US Bureau of Economic Analysis, US Bureau of Labor Statistics, US Census, Australian Bureau of Statistics, Instituto Brasileiro de Geografia e Estatistica, Customs General Administration of China, bloomberg, Institut national de la statistique et des études économiques (INSEE), UK Office of National Statistics (ONS), Trading Economics