Articles

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

Trump's War on the Fed: Political Attacks, Housing Weakness and the Risk of Eating His Own Tail

Weekly Update - August 21, 2025

The White House meeting: Peace talks or costly compromise? Why Europe could face an ever larger burden in Ukraine's reconstruction

From tariffs to peace deals: Why Trump's foreign policy and economic strategy may falter

Beijing is prepared - but are Chinese households prepared for what political stubbornness can lead to?

What America Gains on the Swings, It Loses on the Roundabouts - But the Price on the Swings Can Rise Even More

Weekly Update - August 14, 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

Podcast interview with former White House adviser Mark Medish: The Dismantling of American Democracy?

Germany: The gap between 'hope' and 'reality' is widening a little too much these days. Berlin is short of 172 billion euro

China's trade report: The economy is weak, but Beijing has taken the lead, unintentionally fuelled by Washington

Weekly Update - August 7, 2025

The US labour market is weakening. Basta. Washington is on a statistical slippery slope. Next step: Tighter capital control?

America's trade aggression: Will the world finally push back on a vulnerable US economy?

Why China cannot yield to Trump's trade demands - except for buying more Boeing jets

The EU survey shows neither a hot nor a cold economy. Status quo is no longer an option

Weekly Update - with a short note on AI included - July 31, 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

Germany's IFO survey maintains 'momentum' despite political noise. Poor corporate results could be 'good news'

Friedrich Merz's shaky start clouds the outlook for Germany's economic reforms

Weekly Update - July 24, 2025

Britain's fiscal straitjacket makes a bad situation worse. Interest payments rise to highest level since the 1990s

Japan's political disarray arrives at the worst possible moment - with lessons for Germany

Factory gate inflation pressure jumps to the highest since 1988, while the White House talks about radical Federal Reserve changes

Digital sovereignty and defence: Why a full-fledged EU-US trade war might be the wake-up call Europe needs

Weekly Update - July 17, 2025

China's 'perfect' Q2 GDP report masks reality. Trump's new Russia policy pressures the EU on China

The art of the spin takes on the EU: The 'mafia boss' will demand even more next time. The limit has been reached

Xi Jinping under pressure: Political stability tested amid economic decline

Weekly Update - July 10, 2025

The NFIB survey still signals price pressure and labour shortages. Uncertainty puts a lid on corporate spending

Friedrich Merz has been given an exceptional mandate, according to DeutschlandTrend. The window of opportunity may close quickly

A 'beautiful act' or a dangerous gamble? Federal debt on course to reach 186% of gross domestic product

Britain and France face the same debt trap - but one crucial difference remains

Weekly Update - July 3, 2025

Japan's rising yields signal the end of the 'carry trade', which will add pressure on US and European bonds

Beijing's economic control may shield against instability, but not forever

NATO's 5% target demands deep economic reform in Germany and the EU

Trump's 'shadow central banker' poses more downside risks to the US dollar

Insightview recommends unwinding the last leg of the 'short US equities strategy' (updated version)

Weekly Update - June 26, 2025

The Merz Effect: Why business confidence is slowly returning to Europe's largest economy

President Trump now owns the Iran problem more than his predecessors

Weekly Update - June 19, 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]

Will Beijing continue sitting on its hands as the Iran-Israel conflict threatens China's supply chain and economic interests?

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