Articles

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

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

Weekly Update - March 27, 2025

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

Weekly Update - March 20, 2025

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

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

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

Weekly Update - March 13, 2025

Podcast Interview with Military Analyst Jakob Clod Asmund: Does Europe have what it takes to replace the USA's capabilities in military space operations?

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

Germany: The Greens obstruct changes to the debt brake

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?

Weekly Update - March 6, 2025

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

Podcast Interview with Defence Analyst Hans Peter H. Michaelsen: How can Europe become capable of defending itself militarily?

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

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

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

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

Weekly Update - February 27, 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

Weekly Update - February 20, 2025

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

The Atlantic alliance is dead. Trump's import tariffs will create room for massive rearmament in Europe. USA will struggle to replace imports without causing inflation

There will be no updates on Friday, February 14, 2025

Does a deal made by Trump and Putin mean 'peace' or is it a signal for massive rearmament in the European Union?

Weekly Update - February 13, 2025

Friedrich Merz positions CDU/CSU to win back 'uncomfortable' AfD voters. SPD risks division

The inevitable trade war between the US and the European Union. Can Trump get union leaders to kiss the ring?

Everything points to significant policy rate hikes in Japan and yen appreciation. Prime Minister Ishiba is visiting Washington

Complexity: Friedrich Merz dares to confront immigration - and has the public on his side - but Merz is not 'likeable'

Weekly Update - February 6, 2025

Insightview recommends selling US stocks

The EU faces high risks in a trade war - but Trump's 'tariff boomerang' will also hit the US hard. Anti-American sentiment is rising

The inflation report visualises the many constraints in the Eurozone. The EU and the US are moving away from each other

EU survey shows no signs of improvement. AfD gains ground. Cracks in Germany's firewall - and CDU/CSU

Podcast Interview with military analyst Rasmus Ross: Today's wars demand technological and industrial flexibility on an unprecedented scale

Weekly Update - January 30, 2025

Germany needs dramatic change - but opinion polls continue to point in a different direction

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