Articles

Insightview recommends taking profit on underweight/short positions in US equities

The USA lies in the bed it made. The latest signals from the White House offer no grounds for optimism

The United States' trading partners are forcing Donald Trump onto thin ice, and therefore, he will soon lose his composure

There will be no updates on April 1 and April 2

EU aims to kill two birds with one stone in the trade war - targeting the US tech sector

Trumpomics eliminates all domestic and foreign demand. A 'prepared' but incompetent White House is playing with fire

IFO survey and the latest opinion poll: Berlin's window of opportunity must be used now - it could close very quickly

Germany's defence and infrastructure investment boom is an opportunity for France - but nothing is guaranteed in a geopolitically shifting Europe

Is the trade war between the EU and the US escalating to a higher level?

The Trump administration threw a boomerang - and now it is coming back with a vengeance

There is a clear path for changes to Germany's debt brake. What are the consequences for the equity and bond markets?

China has hit the bottom - but there are no signs of a self-propelled growth recovery

Donald Trump has shut down the engines of growth due to the self-inflicted chaos. A significant opportunity for Europe

Germany's debt brake: Friedrich Merz to pay the Green Party a 'penalty for stupidity'

The Trump administration's amateurish approach has reinforced the budget problems

Germany: The Greens obstruct changes to the debt brake

The NFIB survey reveals significant cracks in the foundation of Trump 2.0, which will be challenging to repair

Donald Trump tries to control the narrative: It may be necessary to make America poor again before reaching 'Nirvana'

The true Zeitenwende in German politics: What will happen in the coming weeks, and what are the consequences for European business and the bond market?

Germany delivers the very best news for Europe. Defence spending will be 'whatever it takes,' with no upper limit

The Trump avalanche has started. A dirty trade war is the foundation for a much larger European tech and defence industry

By Invitation: The Chinese concern about 'a reverse Kissinger'

Germany is likely to approve a 200 billion euro defence package in the 'old parliament' - but the fate of the debt brake remains uncertain

There will be no updates on Monday, March 3, 2025

US consumers suddenly realise that Trump 2.0 is not just targeting so-called allies. Recession or stagflation?

Friedrich Merz is the right man to clean up after Angela Merkel. A tiny 'debt brake window' remains open

Germany has voted. The outcome could have been worse. The debt brake is a hurdle

The negative consequences of Trump tariffs emerge in the USA - but they may be part of the solution in Europe

China's house prices continue to reflect an economy lacking momentum. Does Beijing once again believe in private entrepreneurship?

The Atlantic alliance is dead. Trump's import tariffs will create room for massive rearmament in Europe. USA will struggle to replace imports without causing inflation

Does a deal made by Trump and Putin mean 'peace' or is it a signal for massive rearmament in the European Union?

There will be no updates on Friday, February 14, 2025

Friedrich Merz positions CDU/CSU to win back 'uncomfortable' AfD voters. SPD risks division

The inevitable trade war between the US and the European Union. Can Trump get union leaders to kiss the ring?

Everything points to significant policy rate hikes in Japan and yen appreciation. Prime Minister Ishiba is visiting Washington

Complexity: Friedrich Merz dares to confront immigration - and has the public on his side - but Merz is not 'likeable'

Insightview recommends selling US stocks

The EU faces high risks in a trade war - but Trump's 'tariff boomerang' will also hit the US hard. Anti-American sentiment is rising

The inflation report visualises the many constraints in the Eurozone. The EU and the US are moving away from each other

EU survey shows no signs of improvement. AfD gains ground. Cracks in Germany's firewall - and CDU/CSU

Germany needs dramatic change - but opinion polls continue to point in a different direction

Now, the EU countries suddenly want to act 'decisively' - but the EU is no longer in control of its own destiny

The Bank of Japan raises policy rates: Geopolitics and demographics leave no other option

Presentation: Outlook 2025 slides

Does Donald Trump's 'benign' inauguration speech reflect a reality check in Washington?

Geopolitics and a lack of political renewal push Friedrich Merz's CDU-CSU below 30% in new opinion poll

China: It is good to be the King of Statistics. Surprise. Beijing hits its growth target

USA: The December inflation report does not alter rising inflationary pressure in 2025. DOGE needs to deliver in a more hostile environment

China Presentation - China is an economic success that challenges Western democracies - Yet, the Chinese doubt whether 'tomorrow will be better than today'

China's trade statistics reveal much about what might be coming, according to Beijing

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