Articles

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

Weekly Update - February 5, 2026

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?

Weekly Update - January 29, 2026

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

Weekly Update - January 22, 2026

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

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

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

Weekly Update - January 15, 2026

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

Weekly Update - January 8, 2026

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

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

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

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

How High Must Western Government Bond Yields Rise?

Weekly Update - December 10, 2025

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'

Donald Trump Is Weakened – but Can Still Do More Damage

Weekly Update - December 3, 2025

Japan's Fiscal Expansion Will Intensify the Next Phase in the Global Bond Market Normalisation Process

Is Ukraine Closer to Collapse Than We Think?

The 2026 Global Economic and Financial Outlook

The European Slow-Motion Crisis Continues. The Foundation Is Weakening

Weekly Update - November 26, 2025

IFO Survey: The Elastic Could Not Stretch Any Further. Why Europe May Face an Even Bigger Shock Tomorrow

Podcast interview: Why is the EU's dependence on China increasing? Sometimes, China simply wins because it is better

Japan and the EU in the same boat means even higher real yields on government bonds

Nvidia Thrives While Its Customers Carry the Real Risk. There Are Hidden Risks Behind the AI Surge

Weekly Update - November 19, 2025

Yet Another Trump Administration in Political Chaos Raises Even More Doubt About the Equity Market Rally

China's economic problems would have triggered QE in the West. Is China deflationary for the rest of the world?

'Wake up, SPD, the political centre has shifted right'. Serious tensions inside AfD

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