Just can’t get enough

Why semiconductors are as scarce as gold

A shortage of semiconductors is a continuing and major issue. The squeezed market is forcing manufacturers to slow down, weighing on recovery. And ongoing…

Eurozone vaccinations: Is the needle moving?

Second quarter vaccination efforts will be key for eurozone economies’ reopenings. For lost ground to be made up, promised supply needs to come in,…

Why the dairy industry will struggle to meet the EU’s organic targets

The EU Farm to Fork strategy aims to make the food ecosystem more sustainable. While one of the ambitions is to increase the share of organic agriculture…

Rising costs and less capacity: Shipping's extraordinary global predicament

The vessels delayed by the Ever Given incident are on the move but problems aren’t over. Ocean freight has already been disrupted by the pandemic,…

Macron v Le Pen: How markets could react to a far tighter election in 2022

The 2022 French presidential election campaign has many similarities to 2017, but also some notable differences. Rates markets' reaction should be…

Funky SOFR, or a plug-and-play? You choose

Some segments of the US market have been pining for two characteristics of Libor that are not present in SOFR. The first one will never be present in SOFR…