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Latest Newsletter
Newsletter CW 39/40
- German inflation climbs to 3.3% as the Iran-war energy shock deepens, increasing pressure on the ECB to maintain tight policy
- Germany more than doubles its 2026 growth forecast to 1.3%, reflecting stronger economic momentum despite structural challenges
- OpenAI seeks at least $30 billion at a $1.4 trillion valuation, highlighting continued investor demand for AI
Published: October 5, 2026•7 pages
Newsletter Archive
Showing 53 past newsletters
GeneralSep 21, 2026
Newsletter CW 37/38
- Fed hikes rates for the first time since 2023 as persistent inflation drives renewed U.S. monetary tightening
- ECB raises rates to 2.50% as Middle East energy disruptions intensify inflationary pressures across the eurozone
- Copper hits a record above $14,700 amid tightening global supply and rising demand from AI and energy infrastructure
7 pages
GeneralSep 7, 2026
Newsletter CW 35/36
- Volkswagen approves 100,000 job cuts by 2030, highlighting mounting cost pressures and structural challenges across Germany’s automotive industry
- Iran war escalation pushes oil above $96 a barrel, raising global supply concerns and renewed inflation risks
- Fed signals a potential rate hike as inflation concerns shift market expectations toward tighter monetary policy
8 pages
GeneralAug 24, 2026
Newsletter CW 33/34
- Anthropic targets a record-breaking IPO, reflecting explosive AI growth despite massive computing costs and continued losses
- El Niño threatens global trade as Panama Canal drought restrictions raise shipping and commodity market risks
- ECB economists warn an AI-driven market correction could hit Europe’s €440bn exposure to U.S. technology stocks
8 pages
GeneralAug 10, 2026
Newsletter CW 31/32
- U.S. payrolls unexpectedly shrink in July, signaling labor-market weakness and reigniting debate over the Fed’s rate path
- Record-low Rhine water levels disrupt German freight transport, threatening industrial activity and economic growth
- Middle East conflict drives oil prices higher, boosting major Western energy companies to nearly $47 billion in profits
8 pages
GeneralJul 27, 2026
Newsletter CW 29/30
- Volkswagen cuts its revenue outlook as China sales collapse, highlighting mounting pressure on Europe’s automotive industry
- ECB holds rates steady while signaling a possible September hike amid persistent inflation risks
- Airbus raises long-term profit targets and launches a €5 billion share buyback, boosting investor confidence
8 pages
GeneralJul 13, 2026
Newsletter CW 27/28
- Volkswagen revamps its China strategy to regain market share, accelerating its shift toward locally developed EVs
- NATO members commit to higher defence spending, boosting Europe’s industrial investment and long-term economic growth
- Apple sues OpenAI over alleged trade secret theft, escalating competition in the AI hardware race
8 pages
GeneralJun 29, 2026
Newsletter CW 25/26
- Volkswagen considers cutting up to 100,000 jobs, highlighting mounting pressure on Germany’s automotive industry.
- Trump threatens 100% tariffs over Europe’s digital taxes, escalating transatlantic trade tensions and policy uncertainty
- German business activity falls to an 18-month low, signaling continued weakness in Europe’s largest economy.
7 pages
GeneralJun 15, 2026
Newsletter CW 23/24
- SpaceX completes the largest IPO in history, signaling a new era for public investment in space and AI
- ECB cuts rates again as inflation eases, while signaling that the current easing cycle may be nearing its end
- Deutsche Bank posts its strongest profit since 2007, marking a major milestone in its long-term turnaround
8 pages
GeneralJun 1, 2026
Newsletter CW 21/22
- The ECB signals a possible return to rate hikes as rising energy prices reignite inflation concerns across the eurozone
- Anthropic surpasses OpenAI in private market valuation, highlighting intensifying competition in the race for AI leadership
- Germany’s trade imbalance with China widens as exports decline and concerns over industrial competitiveness grow.
7 pages
GeneralMay 18, 2026
Newsletter CW 19/20
- Germany's auto sector faces 225,000 job cuts by 2035, driven by electrification, Chinese EV competition, and EU emissions rules
- Dangote's $20bn Lagos refinery cuts Nigeria's fuel import dependence, marking Africa's largest industrial project
- Allianz posts strong quarterly earnings on higher premiums and investment income, signaling insurance sector resilience
7 pages
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