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Economic publications

  • Risk Review October 2026: Rates against the machine

    What we dreaded at the beginning of the summer eventually came to pass. Rather than improve, the geopolitical situation has deteriorated once again, placing increasing weight on commodity prices and financial conditions, and therefore on economic activity. Coface consequently carried out 3 country downgrades and 4 upgrades, and made 20 changes to sector assessments (12 downgrades and 8 upgrades).

  • Back-to-School Blues for Commodities

    The summer period saw a broad-based surge across commodity markets, with no exception. Escalating tensions in the Middle East, the return of El Niño, climate disruptions, and growing needs linked to the energy transition are driving simultaneous increases in energy, agricultural, and industrial metal prices.

  • Germany: Payment delays reach their highest level since 2019 despite improving economic outlook

    Coface publishes the 10th edition of its Corporate Payment Survey in Germany, conducted among 503 companies. While economic growth is gradually returning and German businesses are becoming more optimistic about 2027, this improvement has yet to translate into better payment behavior. 82% of companies experienced payment delays over the past twelve months, the highest level since 2019. At the same time, businesses are shortening payment terms to protect their cash flow, while long overdue payments and rising insolvencies continue to point to elevated credit risk.

Expert advice

  • Geopolitics of AI: 3 questions to decipher the new power relations

    Behind the apparent simplicity of AI, a global industrial and geopolitical battle is being waged. US leadership, the Chinese offensive, critical dependencies and European decisions: what are the geopolitical trends redefining the uses of data and AI? Insights from Aurélien Duthoit, sector economist at Coface, to help business decision-makers secure their growth in an era of major technological transformation.

  • Data & AI: too much data, not enough informed decisions? 3 strategies to fix it

    More dashboards are no longer enough to support better decisions. With dormant data, scattered information and an overload of indicators, business leaders still struggle to turn information into action. Drawing on the findings of Coface’s 2026 Data & AI Barometer, discover 3 strategies to speed up your analysis, anticipate risks more effectively and make decisions with greater confidence.

  • Disruptions and shifts in global trade: 4 keys to help CFOs navigate the domino effect

    How can you distinguish between a temporary disruption and a risk expected to impact the entire value chain? In an environment marked by sustained volatility, companies need to detect risks earlier and better anticipate how they will spread. For CFOs, the challenge lies in identifying weak signals, mapping dependencies and transforming information into swift, informed decisions. Coface’s experts decode the levers for moving from reactive trade risk management to a more proactive and strategic approach.

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