Articles

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

Weekly Update - March 13, 2025

Podcast Interview with Military Analyst Jakob Clod Asmund: Does Europe have what it takes to replace the USA's capabilities in military space operations?

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

Germany: The Greens obstruct changes to the debt brake

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?

Weekly Update - March 6, 2025

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

Podcast Interview with Defence Analyst Hans Peter H. Michaelsen: How can Europe become capable of defending itself militarily?

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

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

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

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

Weekly Update - February 27, 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

Weekly Update - February 20, 2025

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

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

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

Weekly Update - February 13, 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'

Weekly Update - February 6, 2025

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

Podcast Interview with military analyst Rasmus Ross: Today's wars demand technological and industrial flexibility on an unprecedented scale

Weekly Update - January 30, 2025

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

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

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

Presentation: Outlook 2025 slides

Weekly Update - January 23, 2025

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'

Weekly Update - January 16, 2025

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

Interest rate turmoil in the United Kingdom will spread to the Eurozone after the election in Germany

Weekly Update - January 9, 2025

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