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News

Market insights and research from our news team

Our News Team

The AIC News Team consists of 15 dedicated analysts from RWTH Aachen University. We publish bi-weekly reports covering:

  • Global equity markets
  • Fixed income developments
  • Commodity price trends
  • Macroeconomic indicators

Latest Newsletter

Newsletter CW 41/42

  • Eurozone inflation rises slightly to 2.2% as higher service prices offset easing energy costs, prompting the ECB to pause further rate cuts amid persistent core pressures.
  • Gold hits new all-time high above $4,200 amid global market uncertainty, driven by safe-haven demand, central bank buying, and expectations of further Fed rate cuts.
Published: October 20, 20256 pages

Newsletter Archive

Showing 29 past newsletters
GeneralOct 6, 2025

Newsletter CW 39/40

  • U.S. government shutdown begins as political deadlock halts federal funding — millions face pay disruptions and service closures amid escalating partisan conflict.
  • Merz government launches ambitious modernization agenda to digitize and streamline Germany’s public administration
6 pages
GeneralSep 22, 2025

Newsletter CW 37/38

  • Federal Reserve lowers interest rates to 4.00–4.25% amid slowing economic activity and rising inflation, signaling possible further cuts this year to support growth.
  • Nvidia invests $5 billion in Intel, acquiring shares and forming a strategic alliance to jointly develop chips for PCs and data centers, boosting Intel’s stock by 25%.
6 pages
GeneralSep 8, 2025

Newsletter CW 35/36

  • US labor market weakens sharply with disappointing job growth and rising unemployment, increasing pressure on the Federal Reserve to cut rates
  • Klarna prepares for long-awaited Wall Street IPO aiming for $14 billion valuation, marking a critical test for fintech recovery
6 pages
GeneralAug 25, 2025

Newsletter CW 33/34

  • Deutsche Bahn CEO Richard Lutz resigns amid mounting operational and political challenges
  • Dow Jones hits record high after Powell signals possible rate cuts, boosting market confidence
5 pages
GeneralAug 11, 2025

Newsletter CW 31/32

  • US and EU reach agreement on 15% base tariff, averting escalation but posing risks for German export industries
  • Figma delivers record-breaking IPO with 250% first-day surge, signalling renewed investor appetite for major tech listings
6 pages
GeneralJul 28, 2025

Newsletter CW 29/30

  • German companies invest €631B under “Made for Germany” to strengthen innovation, infrastructure, and economic resilience
  • Intel cancels €30B Magdeburg chip plant, casting doubt on Germany’s high-tech investment climate
6 pages
GeneralJul 14, 2025

Newsletter CW 27/28

  • Trump imposes 30% base tariff on EU imports, escalating trade tensions and risking export-heavy economies
  • NVIDIA reaches $4 trillion valuation driven by global AI demand and market dominance in GPU technology
5 pages
GeneralJun 30, 2025

Newsletter CW 25/26

  • Germany to raise minimum wage to €14.60 by 2027, boosting consumption but pressuring labor-heavy sectors
  • Trump attacks Fed Chair Powell, triggering stock market drop and gold rally amid fears of political interference
5 pages
GeneralJun 16, 2025

Newsletter CW 23/24

  • ECB lowers interest rates for the eighth time, while internal debate signals possible pause in July
  • Deutsche Telekom and Nvidia to build Europe's first industrial AI cloud focused on manufacturing
6 pages
GeneralJun 2, 2025

Newsletter CW 21/22

  • DAX hits all-time high above 24,000 points driven by defense stocks and easing geopolitical tensions
  • Flixtrain orders 65 high-speed trains to expand domestic and international rail service
6 pages
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