Articles

China Beats Expectations - But the Cracks Run Deep: AI-related Infrastructure Up

There will be no update on 17 and 18 March

From Hormuz to Main Street: How Trump's Iran War Is Hitting Consumers and Markets in America and Europe

Pearl Harbour in Reverse: Tariffs and How the Iran War Is Unravelling Trump's Domestic Agenda

China's Paradox: Trade Dominance, Economic Crisis, and Strategic Retreat?

Pest or Cholera: The Iran Conflict's Uncharted Endgame and What It Means for Markets

Europe Faces More Inflation Pressure as Washington Stirs the Hornet's Nest

From ISM to Tehran: Why the Fed Has Nowhere Left to Go

Strategic Incompetence: Falling Bond Prices, Self-Inflicted Energy Inflation and the Rug Pulled from Under the Tech Rally

The Federal Reserve and ECB Are Again Trapped Between War and Inflation

PM Takaichi Intensifies Geopolitically Driven Industrial Renaissance. Labour Shortages Are Increasing

EU Commission Survey Underscores Why the ECB's Focus Is Inflation, Despite Artificial Intelligence

Friction, the Economic Reality of AI Displacement and the Risk of Starting the Guessing Far Too Late

German IFO survey and, not least, capital goods orders show only the tip of the iceberg, but what about capacity?

The Myth That the World Exploited the United States: Why America's Trade Deficit Reflects Its Own Choices

Trump's Tariffs and the Narrow Investment Cycle. Why the Risk Premium on US Assets Should Rise

Hungary Votes: A Strategic Battleground for Trump, Putin, the EU - and China

The Hidden Macro, Social and Political Risks Behind the Technology Rally

Knee-Deep Trouble: Trump's Short-Term Fiscal Gains, Long-Term Strains, But MAGA Is Far from Dead

A 'Strong' US Employment Report, but Significant 2025 Revision. Inflation Will Still Surprise on the Upside

Japan: LDP's largest lower house victory since 1955 will accelerate rearmament in Asia

There will be no update on Tuesday, 10 February

Germany's Industrial Split: Defence and Infrastructure Demand Boom and a Manufacturing Slump

Another Positive Surprise in German Industrial Orders Intake

Reshoring Without Friends: Why US Manufacturing Gains May Prove Temporary

China's Weak Economy: Fiscal Strain and Rising Political Risk

Berlin May Need Madrid's Playbook: Lessons from Spain's Economic Turnaround

Is a Surprisingly Strong EU Business Survey the Start of a Demand Boom?

IMF Warns of a Dollar Run, 'the Bundesbank Should Repatriate Its Gold Now,' and EU Prepares for Life Without the United States

Germany's Bazooka: Massive Demand Ahead as the ECB Watches Industrial Capacity Closely

The Outlook 2026 slides presentation is now available

Japan at a Critical Juncture with Major Risks for Europe and the United States

The End of European Naivety and the Unravelling of the Transatlantic Alliance. Fasten your seatbelts

Beijing's Long Game: Deflation, Defence and a Fracturing West

Trump Risks Trouble in 2027 if His Policies Fail to Show Clear Success Before the Midterms

Why China Sees No Reason to Change Course - And Certainly Not Now

Prime Minister Takaichi's Election Option: Implications for the Yen and Bond Yields

Trump's Power Grab and Germany's Strategic Awakening

China Won the Trade War, but Risks Losing Its Energy Suppliers

Are German industrial orders signalling a turning point?

The ECB scenario remains unchanged: Europe faces a tsunami of public spending at the worst possible moment

AI-Related Inflation Will Trouble Republicans in 2026 Unless 'Donroe Doctrine' Manoeuvres Succeed, Leaving the Second Phase Politically Irrelevant

A World Without Guardrails: Power Politics, Europe's Fragility and the Risk of a Wider War

Europe's Bond Markets Face Higher Bond Yields Regardless of the Outcome of Ukraine Negotiations

Insightview will be closed for the holiday period from 17 December to 2 January - both dates included

China's Dangerous Deflationary Path and Europe's Inevitable Tariff Response

How High Must Western Government Bond Yields Rise?

The First Phase of America's AI Development Creates 'Crowding-Out' and Inflation in 2026 - as Outlined by the NFIB survey

The last trace of naivety has disappeared - but Europe's costs will be significant

Germany's Government Falters. Friedrich Merz Demands a 'Chancellor's Majority'

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