Articles

Weekly Update - November 12, 2025

Japan Faces a Cocktail of Fiscal Stimulus and Monetary Tightening

Beijing Underestimates the Risk of a Vicious Deflation Spiral

A follow-up: Sweden vs Germany - Diverging Industrial Dynamics

No Matter the Narrative, the Trump Administration Risks Losing on the Job Market

What if both pillars of investor optimism start to look less solid?

Weekly Update - November 6, 2025

Sweden Has Everything Europe Needs - But Riksbanken Holds the Key

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

A One-Year Truce? How the Trump-Xi Summit Reflects China's Ascendance and US Strain

Weekly Update - October 30, 2025

From Sky-High Valuations to Labour Weakness: There is No Clear Picture of the US Economy

IFO Optimism: Why Germany Must Act Fast or Face Inflation

Britain Faces Its Next Budget Crisis: Voters Want Reform UK, but Do Not Trust Nigel Farage's Ability to Solve the Crisis

The long road to European autonomy: Fine words, little action. Scott Bessent suddenly finds himself in need of allies

Everyone is talking about an asset price bubble: America's stock market bubble meets China's rare-earth weapon

Weekly Update - October 23, 2025

China's economy is unbalanced - but Beijing's strategic advantage over the United States is strengthening under Trump 2.0

A Tech Bubble Different from Dotcom in an Environment of Hostile Geopolitics

Weekly Update - October 16, 2025

What if Trump's trade policy hits the Great Wall of China and expectations for AI begin to disappoint?

Beijing Has the Strategic Upper Hand Over the USA - and Its Investment in Africa Is Now Paying Back Threefold

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

Berlin coalition agrees on reforms. Still far too weak to absorb massive infrastructure and defence spending

Weekly Update - October 9, 2025

Japan Moves Sharply to the Right: Sanae Takaichi Faces a Very Different Environment from Shinzo Abe in 2012

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'.

European Deregulation by the Back Door

Leadership by Fear risks derailing Trump 2.0

Weekly Update - October 2, 2025

Europe's Tight Labour Market Buys Time, But Not Security. The EU Needs Strong Leadership - 'Preferably Without a Moustache'

The Danish 'drone crisis' shows that action matters more than slogans. Must-listen podcasts

Berlin's Zeitenwende: From Defensive Shield to Offensive Doctrine. AfD Surges Ahead

Russian Hybrid Warfare Will Inevitably Undermine Consumer Confidence and Reshape Spending Patterns in Europe

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

Weekly Update - September 25, 2025

When 'All Else Equal' No Longer Applies: Europe's Bond Market Reckoning

Artificial Intelligence and the Economic Tightrope: Growth, Resource Constraints and Monetary Policy

The Federal Reserve faces a difficult task. It must also take into account the macro impact of Artificial Intelligence

Weekly Update - September 18, 2025

No Relief in Eurozone Wage Pressure as Major Defence and Infrastructure Investments Loom

Trump's London Visit Risks Political Shockwaves Across Europe

Deflationary pressure triggers an outright decline in China's private investments. Much is at stake in trade negotiations

Uncle Sam Cashes In on Tariffs to Cover the Deficit - but Opposition to the Emperor Mounts

Another Putin miscalculation: Moscow just made military build-up easier in Europe

Podcast interview with former White House adviser Mark Medish: US Foreign Policy - Isolationism, Imperialism or Bullying?

Weekly Update - September 11, 2025

France's Debt Structure and EMU Provide 'Protection' Until the Presidential Election in 2027

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