7. November 2025
No Matter the Narrative, the Trump Administration Risks Losing on the Job Market
5. November 2025
What if both pillars of investor optimism start to look less solid?
3. November 2025
Sweden Has Everything Europe Needs - But Riksbanken Holds the Key
31. October 2025
Eurozone Inflation Report Again Underscores the Need for Massive Productivity-Enhancing Investment
China Has the Upper Hand in the Trade War, But the Economy Still Struggles
30. October 2025
A One-Year Truce? How the Trump-Xi Summit Reflects China's Ascendance and US Strain
28. October 2025
From Sky-High Valuations to Labour Weakness: There is No Clear Picture of the US Economy
27. October 2025
IFO Optimism: Why Germany Must Act Fast or Face Inflation
24. October 2025
Britain Faces Its Next Budget Crisis: Voters Want Reform UK, but Do Not Trust Nigel Farage's Ability to Solve the Crisis
23. October 2025
The long road to European autonomy: Fine words, little action. Scott Bessent suddenly finds himself in need of allies
22. October 2025
Everyone is talking about an asset price bubble: America's stock market bubble meets China's rare-earth weapon
20. October 2025
China's economy is unbalanced - but Beijing's strategic advantage over the United States is strengthening under Trump 2.0
17. October 2025
A Tech Bubble Different from Dotcom in an Environment of Hostile Geopolitics
14. October 2025
What if Trump's trade policy hits the Great Wall of China and expectations for AI begin to disappoint?
13. October 2025
Beijing Has the Strategic Upper Hand Over the USA - and Its Investment in Africa Is Now Paying Back Threefold
10. October 2025
The AI-generated English transcript of the podcast about The Role of AI and Robotics in Europe is available here
Podcast interview with Kasper Hallenborg, Head of SDU's Maersk Mc-Kinney Moller Institute: Building a Smarter and More Independent Europe - The Role of AI and Robotics
9. October 2025
Berlin coalition agrees on reforms. Still far too weak to absorb massive infrastructure and defence spending
7. October 2025
Japan Moves Sharply to the Right: Sanae Takaichi Faces a Very Different Environment from Shinzo Abe in 2012
6. October 2025
Presidential Election May Become Necessary. National Rally Will Not Have Much Room for Manoeuvre. Even Hinting at an EMU Exit Would Trigger 'Asset Price Devaluation'.
3. October 2025
European Deregulation by the Back Door
2. October 2025
Leadership by Fear risks derailing Trump 2.0
30. September 2025
Europe's Tight Labour Market Buys Time, But Not Security. The EU Needs Strong Leadership - 'Preferably Without a Moustache'
29. September 2025
The Danish 'drone crisis' shows that action matters more than slogans. Must-listen podcasts
26. September 2025
Berlin's Zeitenwende: From Defensive Shield to Offensive Doctrine. AfD Surges Ahead
25. September 2025
Russian Hybrid Warfare Will Inevitably Undermine Consumer Confidence and Reshape Spending Patterns in Europe
24. September 2025
The IFO survey shows the German economy is still only on the 'edge of an upswing'. The risk of crowding out is high. Putin's provocations help Berlin
22. September 2025
When 'All Else Equal' No Longer Applies: Europe's Bond Market Reckoning
19. September 2025
Artificial Intelligence and the Economic Tightrope: Growth, Resource Constraints and Monetary Policy
18. September 2025
The Federal Reserve faces a difficult task. It must also take into account the macro impact of Artificial Intelligence
16. September 2025
No Relief in Eurozone Wage Pressure as Major Defence and Infrastructure Investments Loom
Trump's London Visit Risks Political Shockwaves Across Europe
15. September 2025
Deflationary pressure triggers an outright decline in China's private investments. Much is at stake in trade negotiations
12. September 2025
Uncle Sam Cashes In on Tariffs to Cover the Deficit - but Opposition to the Emperor Mounts
11. September 2025
Podcast interview with former White House adviser Mark Medish: US Foreign Policy - Isolationism, Imperialism or Bullying?
Another Putin miscalculation: Moscow just made military build-up easier in Europe
9. September 2025
France's Debt Structure and EMU Provide 'Protection' Until the Presidential Election in 2027
22. August 2025
There will be no updates from August 25 to September 8 (both dates inclusive) due to vacation.
Germany's Economy: High Hopes, Slow Delivery - Expectations Drive Markets, but Berlin Faces Harsh Realities
21. August 2025
Trump's War on the Fed: Political Attacks, Housing Weakness and the Risk of Eating His Own Tail
19. August 2025
The White House meeting: Peace talks or costly compromise? Why Europe could face an ever larger burden in Ukraine's reconstruction
18. August 2025
From tariffs to peace deals: Why Trump's foreign policy and economic strategy may falter
15. August 2025
Beijing is prepared - but are Chinese households prepared for what political stubbornness can lead to?
14. August 2025
What America Gains on the Swings, It Loses on the Roundabouts - But the Price on the Swings Can Rise Even More
12. August 2025
The White House can now tick off inflation, the labour market, and soon, perhaps, 'controlling the Federal Reserve'
A US-Russia deal would be like removing the control rods from a nuclear reactor
9. August 2025
Podcast interview with former White House adviser Mark Medish: The Dismantling of American Democracy?
8. August 2025
Germany: The gap between 'hope' and 'reality' is widening a little too much these days. Berlin is short of 172 billion euro
7. August 2025
China's trade report: The economy is weak, but Beijing has taken the lead, unintentionally fuelled by Washington
5. August 2025
The US labour market is weakening. Basta. Washington is on a statistical slippery slope. Next step: Tighter capital control?
1. August 2025
America's trade aggression: Will the world finally push back on a vulnerable US economy?
31. July 2025
Why China cannot yield to Trump's trade demands - except for buying more Boeing jets
30. July 2025
The EU survey shows neither a hot nor a cold economy. Status quo is no longer an option
28. July 2025
The dwarf's dilemma: EU's concession to Trump exposes strategic weakness and creates division. A complicated ratification process in the EU is coming
25. July 2025
Germany's IFO survey maintains 'momentum' despite political noise. Poor corporate results could be 'good news'
24. July 2025
Friedrich Merz's shaky start clouds the outlook for Germany's economic reforms
22. July 2025
Britain's fiscal straitjacket makes a bad situation worse. Interest payments rise to highest level since the 1990s
21. July 2025
Japan's political disarray arrives at the worst possible moment - with lessons for Germany
18. July 2025
Factory gate inflation pressure jumps to the highest since 1988, while the White House talks about radical Federal Reserve changes
17. July 2025
Digital sovereignty and defence: Why a full-fledged EU-US trade war might be the wake-up call Europe needs
15. July 2025
China's 'perfect' Q2 GDP report masks reality. Trump's new Russia policy pressures the EU on China
13. July 2025
The art of the spin takes on the EU: The 'mafia boss' will demand even more next time. The limit has been reached
10. July 2025
Xi Jinping under pressure: Political stability tested amid economic decline
8. July 2025
The NFIB survey still signals price pressure and labour shortages. Uncertainty puts a lid on corporate spending
7. July 2025
Friedrich Merz has been given an exceptional mandate, according to DeutschlandTrend. The window of opportunity may close quickly
4. July 2025
A 'beautiful act' or a dangerous gamble? Federal debt on course to reach 186% of gross domestic product
3. July 2025
Britain and France face the same debt trap - but one crucial difference remains
1. July 2025
Japan's rising yields signal the end of the 'carry trade', which will add pressure on US and European bonds
30. June 2025
Beijing's economic control may shield against instability, but not forever
26. June 2025
Trump's 'shadow central banker' poses more downside risks to the US dollar
NATO's 5% target demands deep economic reform in Germany and the EU
25. June 2025
Insightview recommends unwinding the last leg of the 'short US equities strategy' (updated version)
24. June 2025
The Merz Effect: Why business confidence is slowly returning to Europe's largest economy
23. June 2025
President Trump now owns the Iran problem more than his predecessors
17. June 2025
There will be no updates on Thursday, June 19, and Friday, June 20, due to a business trip
The Mid-Year presentation is now available [updated on June 30]
16. June 2025
Will Beijing continue sitting on its hands as the Iran-Israel conflict threatens China's supply chain and economic interests?
13. June 2025
Israel responds this time to a real threat. Trump, Putin and Xi are accelerating nuclear proliferation
12. June 2025
Washington's budget gamble: How the Trump administration is undermining US creditworthiness
10. June 2025
Chinese exports to the EU rise sharply, but plunge to the US due to secular US-China tensions
6. June 2025
There will be no update on Monday, 9 June, due to a public holiday in Denmark
America in disarray: How Trump's inner circle is unravelling at a critical time
5. June 2025
Germany's turning point: Friedrich Merz's soaring approval rating, reform, and the irreversible transatlantic rift
4. June 2025
Two decisive events: Beijing loses its most influential asset in the White House while Ukraine exposes a global military blind spot
3. June 2025
'Taco' fails to lower inflation expectations or improve business sentiment. The Revenge Tax
2. June 2025
China: European companies face growing pressure in China - Yet, outsourcing increases
28. May 2025
There will be no updates on May 29 and 30 due to public holidays in Denmark
USA: The decisive credit rating difference between the 'willingness' and 'ability' to repay debt
27. May 2025
Friedrich Merz's plans create polarisation but not one-sided resistance, which is a Merz victory
23. May 2025
Real yields on US Treasuries are headed towards the 1990s levels
21. May 2025
Rising Japanese government bond yields represent another risk factor for global asset prices
20. May 2025
The most significant risks to the US stock market: Donald Trump and a German chancellor in a real hurry
19. May 2025
The US-China Trade War Is Not Going Away. Next Stop - US Debt Crisis
15. May 2025
An imbalance of savings and strength. Did Trump's weakness prevent Chinese reform?
13. May 2025
Trump 2.0 has no plan to solve America’s debt problem, making US treasuries far more risky. Whose interests does Trump serve?
12. May 2025
From chaos to compromise: A relief for the stock market but Trump is falling into the classic Chinese trap - 'promises'
9. May 2025
China's trade report reveals a weak economy. The intractable trade war will settle at lower but still destructive tariff levels
8. May 2025
Trump 2.0 has burned all bridges. The European Union's opportunity in an increasingly hostile world
7. May 2025
Insightview recommends renewing short positions on US equities
Podcast interview with Netcompany's CEO, Andre Rogaczewski: 'Stand Tall, Europe'. How do we do that?
