Articles

Rising Japanese government bond yields represent another risk factor for global asset prices

The most significant risks to the US stock market: Donald Trump and a German chancellor in a real hurry

The US-China Trade War Is Not Going Away. Next Stop - US Debt Crisis

An imbalance of savings and strength. Did Trump's weakness prevent Chinese reform?

Trump 2.0 has no plan to solve America’s debt problem, making US treasuries far more risky. Whose interests does Trump serve?

From chaos to compromise: A relief for the stock market but Trump is falling into the classic Chinese trap - 'promises'

China's trade report reveals a weak economy. The intractable trade war will settle at lower but still destructive tariff levels

Trump 2.0 has burned all bridges. The European Union's opportunity in an increasingly hostile world

Insightview recommends renewing short positions on US equities

A historic setback in the Bundestag: What comes next for Germany?

The Trump movement is pulling in all directions as doubts grow among MAGA supporters

Trump's U-turn offers another chance to sell US equities. The damage is done

If we absolutely must have a trade war, the timing cannot be better for the European Union

Donald Trump's import tariffs have failed. The White House is in disarray

The trade war weighs more heavily than massive investments. Germany and the EU face a dilemma

Trump went all in and now stands to lose everything, potentially triggering a significant downturn in the United States. One man's loss is another man's gain

A brief update on the political situation in Germany: An 'unlikely pair' plans to form a government

There will be no updates from April 16 to 21 due to the Easter holiday

Trump inflicts irreversible damage on the economy. The reserve currency status is under threat. An opportunity for the EU towards China

'Wollt Ihr den totalen Handelskrieg?' Beijing says 'yes'

Trumponomics hits small business sentiment. Inflation up. The path to reconciliation is blocked

Insightview recommends taking profit on underweight/short positions in US equities

The USA lies in the bed it made. The latest signals from the White House offer no grounds for optimism

The United States' trading partners are forcing Donald Trump onto thin ice, and therefore, he will soon lose his composure

There will be no updates on April 1 and April 2

EU aims to kill two birds with one stone in the trade war - targeting the US tech sector

Trumpomics eliminates all domestic and foreign demand. A 'prepared' but incompetent White House is playing with fire

IFO survey and the latest opinion poll: Berlin's window of opportunity must be used now - it could close very quickly

Germany's defence and infrastructure investment boom is an opportunity for France - but nothing is guaranteed in a geopolitically shifting Europe

Is the trade war between the EU and the US escalating to a higher level?

The Trump administration threw a boomerang - and now it is coming back with a vengeance

There is a clear path for changes to Germany's debt brake. What are the consequences for the equity and bond markets?

China has hit the bottom - but there are no signs of a self-propelled growth recovery

Donald Trump has shut down the engines of growth due to the self-inflicted chaos. A significant opportunity for Europe

Germany's debt brake: Friedrich Merz to pay the Green Party a 'penalty for stupidity'

The Trump administration's amateurish approach has reinforced the budget problems

Germany: The Greens obstruct changes to the debt brake

The NFIB survey reveals significant cracks in the foundation of Trump 2.0, which will be challenging to repair

Donald Trump tries to control the narrative: It may be necessary to make America poor again before reaching 'Nirvana'

The true Zeitenwende in German politics: What will happen in the coming weeks, and what are the consequences for European business and the bond market?

Germany delivers the very best news for Europe. Defence spending will be 'whatever it takes,' with no upper limit

The Trump avalanche has started. A dirty trade war is the foundation for a much larger European tech and defence industry

By Invitation: The Chinese concern about 'a reverse Kissinger'

Germany is likely to approve a 200 billion euro defence package in the 'old parliament' - but the fate of the debt brake remains uncertain

There will be no updates on Monday, March 3, 2025

US consumers suddenly realise that Trump 2.0 is not just targeting so-called allies. Recession or stagflation?

Friedrich Merz is the right man to clean up after Angela Merkel. A tiny 'debt brake window' remains open

Germany has voted. The outcome could have been worse. The debt brake is a hurdle

The negative consequences of Trump tariffs emerge in the USA - but they may be part of the solution in Europe

China's house prices continue to reflect an economy lacking momentum. Does Beijing once again believe in private entrepreneurship?

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