Articles

The art of the spin takes on the EU: The 'mafia boss' will demand even more next time. The limit has been reached

Xi Jinping under pressure: Political stability tested amid economic decline

The NFIB survey still signals price pressure and labour shortages. Uncertainty puts a lid on corporate spending

Friedrich Merz has been given an exceptional mandate, according to DeutschlandTrend. The window of opportunity may close quickly

A 'beautiful act' or a dangerous gamble? Federal debt on course to reach 186% of gross domestic product

Britain and France face the same debt trap - but one crucial difference remains

Japan's rising yields signal the end of the 'carry trade', which will add pressure on US and European bonds

Beijing's economic control may shield against instability, but not forever

NATO's 5% target demands deep economic reform in Germany and the EU

Trump's 'shadow central banker' poses more downside risks to the US dollar

Insightview recommends unwinding the last leg of the 'short US equities strategy' (updated version)

The Merz Effect: Why business confidence is slowly returning to Europe's largest economy

President Trump now owns the Iran problem more than his predecessors

The Mid-Year presentation is now available [updated on June 30]

There will be no updates on Thursday, June 19, and Friday, June 20, due to a business trip

Will Beijing continue sitting on its hands as the Iran-Israel conflict threatens China's supply chain and economic interests?

Israel responds this time to a real threat. Trump, Putin and Xi are accelerating nuclear proliferation

Washington's budget gamble: How the Trump administration is undermining US creditworthiness

Chinese exports to the EU rise sharply, but plunge to the US due to secular US-China tensions

America in disarray: How Trump's inner circle is unravelling at a critical time

There will be no update on Monday, 9 June, due to a public holiday in Denmark

Germany's turning point: Friedrich Merz's soaring approval rating, reform, and the irreversible transatlantic rift

Two decisive events: Beijing loses its most influential asset in the White House while Ukraine exposes a global military blind spot

'Taco' fails to lower inflation expectations or improve business sentiment. The Revenge Tax

China: European companies face growing pressure in China - Yet, outsourcing increases

USA: The decisive credit rating difference between the 'willingness' and 'ability' to repay debt

There will be no updates on May 29 and 30 due to public holidays in Denmark

Friedrich Merz's plans create polarisation but not one-sided resistance, which is a Merz victory

Real yields on US Treasuries are headed towards the 1990s levels

Rising Japanese government bond yields represent another risk factor for global asset prices

The most significant risks to the US stock market: Donald Trump and a German chancellor in a real hurry

The US-China Trade War Is Not Going Away. Next Stop - US Debt Crisis

An imbalance of savings and strength. Did Trump's weakness prevent Chinese reform?

Trump 2.0 has no plan to solve America’s debt problem, making US treasuries far more risky. Whose interests does Trump serve?

From chaos to compromise: A relief for the stock market but Trump is falling into the classic Chinese trap - 'promises'

China's trade report reveals a weak economy. The intractable trade war will settle at lower but still destructive tariff levels

Trump 2.0 has burned all bridges. The European Union's opportunity in an increasingly hostile world

Insightview recommends renewing short positions on US equities

A historic setback in the Bundestag: What comes next for Germany?

The Trump movement is pulling in all directions as doubts grow among MAGA supporters

Trump's U-turn offers another chance to sell US equities. The damage is done

If we absolutely must have a trade war, the timing cannot be better for the European Union

Donald Trump's import tariffs have failed. The White House is in disarray

The trade war weighs more heavily than massive investments. Germany and the EU face a dilemma

Trump went all in and now stands to lose everything, potentially triggering a significant downturn in the United States. One man's loss is another man's gain

A brief update on the political situation in Germany: An 'unlikely pair' plans to form a government

There will be no updates from April 16 to 21 due to the Easter holiday

Trump inflicts irreversible damage on the economy. The reserve currency status is under threat. An opportunity for the EU towards China

'Wollt Ihr den totalen Handelskrieg?' Beijing says 'yes'

Trumponomics hits small business sentiment. Inflation up. The path to reconciliation is blocked

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