4. December 2025
Donald Trump Is Weakened – but Can Still Do More Damage
2. December 2025
Japan's Fiscal Expansion Will Intensify the Next Phase in the Global Bond Market Normalisation Process
1. December 2025
Is Ukraine Closer to Collapse Than We Think?
27. November 2025
The European Slow-Motion Crisis Continues. The Foundation Is Weakening
25. November 2025
IFO Survey: The Elastic Could Not Stretch Any Further. Why Europe May Face an Even Bigger Shock Tomorrow
24. November 2025
Podcast interview: Why is the EU's dependence on China increasing? Sometimes, China simply wins because it is better
21. November 2025
Japan and the EU in the same boat means even higher real yields on government bonds
20. November 2025
Nvidia Thrives While Its Customers Carry the Real Risk. There Are Hidden Risks Behind the AI Surge
18. November 2025
Yet Another Trump Administration in Political Chaos Raises Even More Doubt About the Equity Market Rally
14. November 2025
China's economic problems would have triggered QE in the West. Is China deflationary for the rest of the world?
13. November 2025
'Wake up, SPD, the political centre has shifted right'. Serious tensions inside AfD
11. November 2025
Japan Faces a Cocktail of Fiscal Stimulus and Monetary Tightening
10. November 2025
Beijing Underestimates the Risk of a Vicious Deflation Spiral
A follow-up: Sweden vs Germany - Diverging Industrial Dynamics
7. November 2025
No Matter the Narrative, the Trump Administration Risks Losing on the Job Market
5. November 2025
What if both pillars of investor optimism start to look less solid?
3. November 2025
Sweden Has Everything Europe Needs - But Riksbanken Holds the Key
31. October 2025
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
30. October 2025
A One-Year Truce? How the Trump-Xi Summit Reflects China's Ascendance and US Strain
28. October 2025
From Sky-High Valuations to Labour Weakness: There is No Clear Picture of the US Economy
27. October 2025
IFO Optimism: Why Germany Must Act Fast or Face Inflation
24. October 2025
Britain Faces Its Next Budget Crisis: Voters Want Reform UK, but Do Not Trust Nigel Farage's Ability to Solve the Crisis
23. October 2025
The long road to European autonomy: Fine words, little action. Scott Bessent suddenly finds himself in need of allies
22. October 2025
Everyone is talking about an asset price bubble: America's stock market bubble meets China's rare-earth weapon
20. October 2025
China's economy is unbalanced - but Beijing's strategic advantage over the United States is strengthening under Trump 2.0
17. October 2025
A Tech Bubble Different from Dotcom in an Environment of Hostile Geopolitics
14. October 2025
What if Trump's trade policy hits the Great Wall of China and expectations for AI begin to disappoint?
13. October 2025
Beijing Has the Strategic Upper Hand Over the USA - and Its Investment in Africa Is Now Paying Back Threefold
10. October 2025
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
9. October 2025
Berlin coalition agrees on reforms. Still far too weak to absorb massive infrastructure and defence spending
7. October 2025
Japan Moves Sharply to the Right: Sanae Takaichi Faces a Very Different Environment from Shinzo Abe in 2012
6. October 2025
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'.
3. October 2025
European Deregulation by the Back Door
2. October 2025
Leadership by Fear risks derailing Trump 2.0
30. September 2025
Europe's Tight Labour Market Buys Time, But Not Security. The EU Needs Strong Leadership - 'Preferably Without a Moustache'
29. September 2025
The Danish 'drone crisis' shows that action matters more than slogans. Must-listen podcasts
26. September 2025
Berlin's Zeitenwende: From Defensive Shield to Offensive Doctrine. AfD Surges Ahead
25. September 2025
Russian Hybrid Warfare Will Inevitably Undermine Consumer Confidence and Reshape Spending Patterns in Europe
24. September 2025
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
22. September 2025
When 'All Else Equal' No Longer Applies: Europe's Bond Market Reckoning
19. September 2025
Artificial Intelligence and the Economic Tightrope: Growth, Resource Constraints and Monetary Policy
18. September 2025
The Federal Reserve faces a difficult task. It must also take into account the macro impact of Artificial Intelligence
16. September 2025
No Relief in Eurozone Wage Pressure as Major Defence and Infrastructure Investments Loom
Trump's London Visit Risks Political Shockwaves Across Europe
15. September 2025
Deflationary pressure triggers an outright decline in China's private investments. Much is at stake in trade negotiations
12. September 2025
Uncle Sam Cashes In on Tariffs to Cover the Deficit - but Opposition to the Emperor Mounts
11. September 2025
Podcast interview with former White House adviser Mark Medish: US Foreign Policy - Isolationism, Imperialism or Bullying?
Another Putin miscalculation: Moscow just made military build-up easier in Europe
9. September 2025
France's Debt Structure and EMU Provide 'Protection' Until the Presidential Election in 2027
22. August 2025
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
21. August 2025
Trump's War on the Fed: Political Attacks, Housing Weakness and the Risk of Eating His Own Tail
19. August 2025
The White House meeting: Peace talks or costly compromise? Why Europe could face an ever larger burden in Ukraine's reconstruction
18. August 2025
From tariffs to peace deals: Why Trump's foreign policy and economic strategy may falter
15. August 2025
Beijing is prepared - but are Chinese households prepared for what political stubbornness can lead to?
14. August 2025
What America Gains on the Swings, It Loses on the Roundabouts - But the Price on the Swings Can Rise Even More
12. August 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
9. August 2025
Podcast interview with former White House adviser Mark Medish: The Dismantling of American Democracy?
8. August 2025
Germany: The gap between 'hope' and 'reality' is widening a little too much these days. Berlin is short of 172 billion euro
7. August 2025
China's trade report: The economy is weak, but Beijing has taken the lead, unintentionally fuelled by Washington
5. August 2025
The US labour market is weakening. Basta. Washington is on a statistical slippery slope. Next step: Tighter capital control?
1. August 2025
America's trade aggression: Will the world finally push back on a vulnerable US economy?
31. July 2025
Why China cannot yield to Trump's trade demands - except for buying more Boeing jets
30. July 2025
The EU survey shows neither a hot nor a cold economy. Status quo is no longer an option
28. July 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
25. July 2025
Germany's IFO survey maintains 'momentum' despite political noise. Poor corporate results could be 'good news'
24. July 2025
Friedrich Merz's shaky start clouds the outlook for Germany's economic reforms
22. July 2025
Britain's fiscal straitjacket makes a bad situation worse. Interest payments rise to highest level since the 1990s
21. July 2025
Japan's political disarray arrives at the worst possible moment - with lessons for Germany
18. July 2025
Factory gate inflation pressure jumps to the highest since 1988, while the White House talks about radical Federal Reserve changes
17. July 2025
Digital sovereignty and defence: Why a full-fledged EU-US trade war might be the wake-up call Europe needs
15. July 2025
China's 'perfect' Q2 GDP report masks reality. Trump's new Russia policy pressures the EU on China
13. July 2025
The art of the spin takes on the EU: The 'mafia boss' will demand even more next time. The limit has been reached
10. July 2025
Xi Jinping under pressure: Political stability tested amid economic decline
8. July 2025
The NFIB survey still signals price pressure and labour shortages. Uncertainty puts a lid on corporate spending
7. July 2025
Friedrich Merz has been given an exceptional mandate, according to DeutschlandTrend. The window of opportunity may close quickly
4. July 2025
A 'beautiful act' or a dangerous gamble? Federal debt on course to reach 186% of gross domestic product
3. July 2025
Britain and France face the same debt trap - but one crucial difference remains
1. July 2025
Japan's rising yields signal the end of the 'carry trade', which will add pressure on US and European bonds
30. June 2025
Beijing's economic control may shield against instability, but not forever
26. June 2025
Trump's 'shadow central banker' poses more downside risks to the US dollar
NATO's 5% target demands deep economic reform in Germany and the EU
25. June 2025
Insightview recommends unwinding the last leg of the 'short US equities strategy' (updated version)
24. June 2025
The Merz Effect: Why business confidence is slowly returning to Europe's largest economy
23. June 2025
President Trump now owns the Iran problem more than his predecessors
17. June 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]
16. June 2025
Will Beijing continue sitting on its hands as the Iran-Israel conflict threatens China's supply chain and economic interests?
13. June 2025
Israel responds this time to a real threat. Trump, Putin and Xi are accelerating nuclear proliferation
12. June 2025
Washington's budget gamble: How the Trump administration is undermining US creditworthiness
10. June 2025
Chinese exports to the EU rise sharply, but plunge to the US due to secular US-China tensions
6. June 2025
There will be no update on Monday, 9 June, due to a public holiday in Denmark
America in disarray: How Trump's inner circle is unravelling at a critical time
5. June 2025
Germany's turning point: Friedrich Merz's soaring approval rating, reform, and the irreversible transatlantic rift
4. June 2025
Two decisive events: Beijing loses its most influential asset in the White House while Ukraine exposes a global military blind spot
3. June 2025
'Taco' fails to lower inflation expectations or improve business sentiment. The Revenge Tax
2. June 2025
China: European companies face growing pressure in China - Yet, outsourcing increases
28. May 2025
There will be no updates on May 29 and 30 due to public holidays in Denmark
USA: The decisive credit rating difference between the 'willingness' and 'ability' to repay debt
27. May 2025
Friedrich Merz's plans create polarisation but not one-sided resistance, which is a Merz victory
23. May 2025
Real yields on US Treasuries are headed towards the 1990s levels
21. May 2025
Rising Japanese government bond yields represent another risk factor for global asset prices
20. May 2025
The most significant risks to the US stock market: Donald Trump and a German chancellor in a real hurry
19. May 2025
The US-China Trade War Is Not Going Away. Next Stop - US Debt Crisis
15. May 2025
An imbalance of savings and strength. Did Trump's weakness prevent Chinese reform?
13. May 2025
Trump 2.0 has no plan to solve America’s debt problem, making US treasuries far more risky. Whose interests does Trump serve?
12. May 2025
From chaos to compromise: A relief for the stock market but Trump is falling into the classic Chinese trap - 'promises'
9. May 2025
China's trade report reveals a weak economy. The intractable trade war will settle at lower but still destructive tariff levels
8. May 2025
Trump 2.0 has burned all bridges. The European Union's opportunity in an increasingly hostile world
7. May 2025
Insightview recommends renewing short positions on US equities
Podcast interview with Netcompany's CEO, Andre Rogaczewski: 'Stand Tall, Europe'. How do we do that?
6. May 2025
A historic setback in the Bundestag: What comes next for Germany?
5. May 2025
The Trump movement is pulling in all directions as doubts grow among MAGA supporters
1. May 2025
Trump's U-turn offers another chance to sell US equities. The damage is done
29. April 2025
If we absolutely must have a trade war, the timing cannot be better for the European Union
28. April 2025
Podcast interview with the President of the EU Chamber of Commerce in China: Torn between Washington and Beijing. EU's uncertain trade future
Donald Trump's import tariffs have failed. The White House is in disarray
24. April 2025
The trade war weighs more heavily than massive investments. Germany and the EU face a dilemma
22. April 2025
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
15. April 2025
There will be no updates from April 16 to 21 due to the Easter holiday
A brief update on the political situation in Germany: An 'unlikely pair' plans to form a government
14. April 2025
Trump inflicts irreversible damage on the economy. The reserve currency status is under threat. An opportunity for the EU towards China
12. April 2025
Podcast discussion: EU's dependence on the United States - and how the EU creates strategic autonomy - ENGLISH and DANISH transcripts
9. April 2025
'Wollt Ihr den totalen Handelskrieg?' Beijing says 'yes'
8. April 2025
Trumponomics hits small business sentiment. Inflation up. The path to reconciliation is blocked
7. April 2025
Insightview recommends taking profit on underweight/short positions in US equities
4. April 2025
Podcast Interview with former NATO ambassador Michael Zilmer-Johns - How should Europe respond to an unpredictable United States? ENGLISH and DANISH transcript
The USA lies in the bed it made. The latest signals from the White House offer no grounds for optimism
31. March 2025
There will be no updates on April 1 and April 2
The United States' trading partners are forcing Donald Trump onto thin ice, and therefore, he will soon lose his composure
28. March 2025
EU aims to kill two birds with one stone in the trade war - targeting the US tech sector
26. March 2025
Trumpomics eliminates all domestic and foreign demand. A 'prepared' but incompetent White House is playing with fire
25. March 2025
IFO survey and the latest opinion poll: Berlin's window of opportunity must be used now - it could close very quickly
24. March 2025
Germany's defence and infrastructure investment boom is an opportunity for France - but nothing is guaranteed in a geopolitically shifting Europe
20. March 2025
The Trump administration threw a boomerang - and now it is coming back with a vengeance
Is the trade war between the EU and the US escalating to a higher level?
18. March 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?
17. March 2025
Donald Trump has shut down the engines of growth due to the self-inflicted chaos. A significant opportunity for Europe
14. March 2025
Germany's debt brake: Friedrich Merz to pay the Green Party a 'penalty for stupidity'
13. March 2025
The Trump administration's amateurish approach has reinforced the budget problems
12. March 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?
11. March 2025
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
10. March 2025
Donald Trump tries to control the narrative: It may be necessary to make America poor again before reaching 'Nirvana'
7. March 2025
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?
5. March 2025
Podcast Interview with Defence Analyst Hans Peter H. Michaelsen: How can Europe become capable of defending itself militarily?
Germany delivers the very best news for Europe. Defence spending will be 'whatever it takes,' with no upper limit
4. March 2025
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
28. February 2025
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
26. February 2025
US consumers suddenly realise that Trump 2.0 is not just targeting so-called allies. Recession or stagflation?
25. February 2025
Friedrich Merz is the right man to clean up after Angela Merkel. A tiny 'debt brake window' remains open
24. February 2025
Germany has voted. The outcome could have been worse. The debt brake is a hurdle
21. February 2025
The negative consequences of Trump tariffs emerge in the USA - but they may be part of the solution in Europe
19. February 2025
China's house prices continue to reflect an economy lacking momentum. Does Beijing once again believe in private entrepreneurship?
17. February 2025
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
13. February 2025
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?
11. February 2025
Friedrich Merz positions CDU/CSU to win back 'uncomfortable' AfD voters. SPD risks division
10. February 2025
The inevitable trade war between the US and the European Union. Can Trump get union leaders to kiss the ring?
7. February 2025
Everything points to significant policy rate hikes in Japan and yen appreciation. Prime Minister Ishiba is visiting Washington
6. February 2025
Complexity: Friedrich Merz dares to confront immigration - and has the public on his side - but Merz is not 'likeable'
4. February 2025
Insightview recommends selling US stocks
3. February 2025
The inflation report visualises the many constraints in the Eurozone. The EU and the US are moving away from each other
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
30. January 2025
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
27. January 2025
Germany needs dramatic change - but opinion polls continue to point in a different direction
24. January 2025
The Bank of Japan raises policy rates: Geopolitics and demographics leave no other option
Now, the EU countries suddenly want to act 'decisively' - but the EU is no longer in control of its own destiny
23. January 2025
Presentation: Outlook 2025 slides
21. January 2025
Does Donald Trump's 'benign' inauguration speech reflect a reality check in Washington?
20. January 2025
Geopolitics and a lack of political renewal push Friedrich Merz's CDU-CSU below 30% in new opinion poll
17. January 2025
China: It is good to be the King of Statistics. Surprise. Beijing hits its growth target
16. January 2025
USA: The December inflation report does not alter rising inflationary pressure in 2025. DOGE needs to deliver in a more hostile environment
15. January 2025
China Presentation - China is an economic success that challenges Western democracies - Yet, the Chinese doubt whether 'tomorrow will be better than today'
13. January 2025
China's trade statistics reveal much about what might be coming, according to Beijing
9. January 2025
Interest rate turmoil in the United Kingdom will spread to the Eurozone after the election in Germany
7. January 2025
German Election Could Create Even More Chaos for the EU: Support for the AfD is rising sharply
6. January 2025
China faces significant economic challenges that can be 'easily' resolved - but is the solution what the Communist Party desires?
Trump 2.0 runs into chaos, further benefiting a well-prepared China. Elon Musk vs MAGA could derail Trump 2.0
18. December 2024
Due to the Christmas holidays, there will be no activity on the website from 19 December to 3 January [both days included]
17. December 2024
IFO: Market forces operate perfectly in the German labour market - but Berlin and the corporate sector left the economy off-side
16. December 2024
China's Economy: More talk than action from Beijing
13. December 2024
More skeletons fall out of the closet in Germany. Electricity prices are skyrocketing despite weak industrial production
10. December 2024
President Xi Jinping faces significant setbacks - but don't expect leniency from Beijing
9. December 2024
What does Assad's fall mean for Trump 2.0? Everything, as Iran edges closer to developing nuclear weapons
The Department of Government Efficiency's success is a necessity for Trump 2.0
6. December 2024
China will find it difficult to deviate from the 'path of Japanification'
3. December 2024
Germany chose low debt, thereby leaving itself alone on the platform. This will change radically after the election
2. December 2024
Does the EU have the political stability to create change? Will voters support the 'old Guard'?
28. November 2024
EU stands at a crossroads - Households increasingly worried about unemployment - Private consumption will not drive the economy
27. November 2024
China is 'prepared', and Trump 2.0 is 'prepared' - but that is the problem
26. November 2024
Trump 2.0 shows 'good governance' - so far - but the pressure on the Europeans has begun
25. November 2024
Germany faces a massive challenge - and a 'peace deal' in Ukraine will only worsen the financial strain
