In this year-end edition of the Economic Brief, we explore three themes shaping the close of 2025: the US vision for global order, the fragile interplay between markets and monetary policy, and the promises and pitfalls of artificial intelligence. A world without universal values? The US strategic lens The latest National Security Strategy published by […]

In this edition of the Economic Brief, we examine three pressing themes shaping the global economic narrative: the erosion of traditional safe havens in financial markets, the widening productivity gap between Europe and the United States, and the regulatory trade-offs that could define Europe’s future. Debasement: a crisis of confidence in safe havens For over […]

In this edition of the Economic Brief, we explore three major themes shaping the global economic landscape: the uncertain impact of US trade policy, the productivity puzzle in the age of AI and the growing disconnect between financial markets and economic fundamentals. Let’s take a look. US trade policy: who’s really paying the price? Six […]

In this edition of the Economic Brief, we explore three key developments shaping the economic landscape: the erosion of European corporate confidence in China, the paradoxical movements in European long-term interest rates, and the implications of Germany’s weakening economic status. Let’s dive in. European firms in China: confidence crisis Over the past decade, European companies […]

In this edition of the Economic Brief, we touch on the three d’s: deficits, duties and debts. We will see how government spending continues to the rise in the US, despite a burgeoning deficit; what the impact of Trump’s customs duties is on global trade; and how debt levels are developing globally. Let’s dive in. […]

As the first month of Trump’s second presidency comes to a close, let’s take a look at how the rest of the world perceived his return to power. A poll undertaken in November 2024 by the European Council on Foreign Relations (ECFR), a think tank, resulted in a number of fascinating findings. When asked whether […]