Articles

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

Weekly Update - May 22, 2025

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?

Weekly Update - May 15, 2025

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

Weekly Update - May 8, 2025

Podcast interview with Netcompany's CEO, Andre Rogaczewski: 'Stand Tall, Europe'. How do we do that?

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

Weekly Update - May 1, 2025

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

Podcast interview with the President of the EU Chamber of Commerce in China: Torn between Washington and Beijing. EU's uncertain trade future

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

Weekly Update - April 24, 2025

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

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

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

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

Podcast discussion: EU's dependence on the United States - and how the EU creates strategic autonomy - ENGLISH and DANISH transcripts

Weekly Update - April 10, 2025

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

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

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

Podcast Interview with former NATO ambassador Michael Zilmer-Johns - How should Europe respond to an unpredictable United States? ENGLISH and DANISH transcript

Weekly Update - April 3, 2025

There will be no updates on April 1 and April 2

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

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

Weekly Update - March 27, 2025

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

Weekly Update - March 20, 2025

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

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

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'

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