Why Global Imbalances matter

In our latest, long, podcast, our team discusses the consequences of higher government debt in all of the west's large economies. We are not going to grow out of this.

In our latest, long-form, podcast our team discusses what will defence spending of 5% buy, whether it will make us more secure, and how it will be financed.

In our latest one-hour podcast, our team discusses global consequences of the Israel-Iran war, and its geopolitical and geoeconomic consequences. In our special section, we have an in-depth discussion about the effect on oil prices, and the limits and extent of solidarity amongst the Brics countries.

This is the start of our new extended two-part podcast. Today's theme are the widely underestimated supply chain interdependencies between China, the US and the EU. In part 1, we give the big picture. In part 2, we deep-five into details - how it affected mechanical engineering, and the defence sectors, amongst others.

In our latest podcast, our team discusses the persistent political success of far-right parties in Europe, and about the dilemma the centrists have put themselves in.

In our latest podcast, our team discusses what to expect to happen in the remaining six weeks of the US-EU trade talks. The discussion took place just before Wednesday's ruling by the New York federal trade court, which struck down Donald Trump's global tariffs. In our view, the ruling, even if confirmed by higher courts, will not affect the US/EU trading relationship in a material way.

in our latest podcast, our team discusses the elections in Romania, Poland and Portugal, and what the strength of the far-right says about the state of Europe.

In our latest podcast, our team discusses the Trump's administration assault on global imbalances, on cooperative and non-cooperative solutions, and what happens if there is none.

In our latest podcast, our team discusses what kind of European leader Friedrich Merz will be.

In our latest podcast, our team discusses unilateral and multlateral solutions to the global tariff crisis.