Articles

EU Survey: Easing inflation expectations conceal a structural surge in capital demand that a Ukraine-Russia peace would only amplify

The Reform Dividend continues: Sweden's Structural Edge in a Turbulent World

The Price of Intelligence: AI's Inflationary Consequences Are No Longer Theoretical

Weekly Update - June 24, 2026

The AI Economy's Reckoning: Costs, China and the Ballot Box. Too Much Capital, Too Little Runway

German Reforms, British Succession: Why Europe's Bond Market Must Now Watch Both Flanks

The Strong Man Without a Moustache - and the One With. Trust Has Left the Building - Only the Untested Remain Popular

No Exit: The Federal Reserve in the Age of AI Inflation

Video: From Investment Boom to Deflation Risk. The Three Stages of the AI Economy

'Good Enough'. How China's AI Strategy Could Rewrite the Global Price Story - in the Short and Long Run

The Art of the Deal, Or the Price of Peace? The Hidden Arithmetic Behind the Iran Deal

The Bill Is Arriving: Investment Booms, Real Yields and an AI Price War Ahead of Schedule

Weekly Update - June 10, 2026

China's Trade Machine: Built for a World That Keeps Getting More Hostile. Is the Services Balance the Next Frontier?

The long read: Three Phases of Artificial Intelligence. Why the Road to Deflation Runs Through Inflation First. The Risk from Phase Two

From Debt Brake to Reform Gap: Germany's Paradox of 2026

The US Jobs Report Was a Sideshow: Here Is the Real Inflation Story. Investment Booms, Defence Spending, Demographics and AI Friction

The Fed's impossible position: War inflation, an AI boom and a kamikaze president

Cheap yen, expensive complacency: What euro-yen is really telling investors

Weekly Update - June 3, 2026

Europe's four-front battle for digital sovereignty: Europe must build, not just forbid, its digital future

The right industrial kit: How Sweden turned Europe's headwinds into tailwinds

Interactive presentation: AI breaks the ceteris paribus assumption

Who pays for America's AI boom? Concentrated gains, distributed pain

Has the Train Left the Station Without Europe? Demographics Are No Excuse (Include interactive video)

Weekly Update - May 27, 2026

Podcast interview with former White House adviser: The world is not just turbulent - it faces a seismic shift

There will be no update on Monday, 25 May, a public holiday in Denmark

Weak IFO Survey Shows Berlin Losing Its Grip as AfD Surges Ahead

The price of capital is rising, but Europe is still far behind

Weekly Update - May 20, 2026

Ahead of the curve: what Japan got right - and what it means for Western bond markets

The surplus economy: China's export machine and Europe's moment of choice

Self-inflicted: How Trump's Iran gamble is undermining his own economic programme. Higher bond yields

Weekly Update - May 13, 2026

There will be no update on Thursday, 14 May, a public holiday in Denmark, and on Friday, 15 May

South Korea's AI dividend dilemma, combined with the Iran Crisis, could lead to several rate hikes

US labour market: Strong enough to worry, weak enough to stall, but no room for cuts

China holds its ground: Trade, rare earths, and Taiwan at the Beijing summit

Trump and Vance's AI boomerang - how Anthropic's CEO triggered the backlash

Not waiting for Berlin: How German industry is building its own recovery

Weekly Update - May 6, 2026

Video: Global Macroeconomic Update Presentation

America Is Growing Into a Corner: 1.5% point AI-related Growth, $120 Oil, and a Fed That Cannot Move

Saved to a standstill: Germany, reform fatigue and Europe's diverging economies

The Confidence Cliff: Europe's April Survey Confirms the Stagflation Diagnosis

Weekly Update - April 29, 2026

Britain: An Economy Without Shock Absorbers

Europe: The Regulatory Superpower With No Artificial Intelligence to Regulate

Germany's Frozen Engine: GfK Survey Shows Consumer Despair and Political Paralysis

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