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Latest Newsletter
Newsletter CW 13/14
- Oil prices surge to multi-year highs amid Middle East escalation, increasing inflation risks and market volatility.
- EU-China auto competitiveness shifts further as BASF expands in China, highlighting structural demand divergence.
- EU-Australia trade deal advances, strengthening supply chain diversification and access to critical raw materials.
Published: April 7, 2026•8 pages
Newsletter Archive
Showing 39 past newsletters
GeneralMar 23, 2026
Newsletter CW 11/12
- Iran conflict uncertainty drives oil price volatility and market instability amid unclear U.S. strategic direction.
- EU-China auto trade turns negative as exports collapse, signaling a structural competitiveness shift.
- ECB holds rates steady at restrictive levels, maintaining a cautious stance amid weak eurozone growth.
7 pages
GeneralMar 9, 2026
Newsletter CW 09/10
- Oil prices surge above $93 amid Gulf supply risks, raising concerns over inflation and global economic growth.
- China halts exports of diesel and gasoline, tightening Asian fuel markets and pushing regional prices higher.
- Allies explore alternatives to a U.S.-led rare-earth supply bloc to reduce dependence on China.
8 pages
GeneralFeb 23, 2026
Newsletter CW 07/08
- U.S. Supreme Court curbs presidential tariff powers, limiting the use of emergency law and reducing immediate trade-shock risks.
- Europe’s growing reliance on U.S. LNG raises new dependency concerns despite the phase-out of Russian gas.
- Amazon surpasses Walmart in annual revenue, marking a structural shift toward tech-driven platform dominance.
8 pages
GeneralFeb 9, 2026
Newsletter CW 05/06
- ECB keeps key rates unchanged at 2% as eurozone inflation eases, while Germany shows renewed price pressure.
- Bitcoin drops below $60,000, wiping out post-Trump rally gains and reigniting fears of a prolonged crypto downturn.
- Europe’s chemical industry faces its deepest crisis in decades, with plant closures accelerating amid structural cost disadvantages.
7 pages
GeneralJan 26, 2026
Newsletter CW 03/04
- ECB keeps key interest rates unchanged, signaling a cautious wait-and-see approach as inflation eases and growth stabilises.
- Global IPO markets are set for a gradual recovery in 2026, supported by easing monetary policy and improving investor sentiment.
- European gas prices rise amid colder weather and declining storage levels, keeping energy security a key concern.
8 pages
GeneralJan 12, 2026
Newsletter CW 01/02
- EU advances long-delayed Mercosur trade deal, creating a major free-trade zone but facing political and environmental resistance.
- Germany launches €30bn Deutschlandfonds to mobilise private capital for infrastructure, industry and technology investment.
- Rising EU carbon prices from 2026 reshape investment incentives, increasing pressure on carbon-intensive sectors.
7 pages
GeneralDec 2, 2025
Newsletter CW 47/48
- German economy stagnates as flat GDP and weak industry activity highlight growing structural competitiveness risks.
- German auto industry cuts nearly 50,000 jobs amid the EV transition, rising Chinese rivalry and high domestic costs.
- China regains top trade-partner position as imports surge strongly and German exports continue falling sharply.
7 pages
GeneralNov 17, 2025
Newsletter CW 45/46
- Google invests $6.4bn in German data-centre and AI infrastructure, strengthening digital capacity and supporting major job creation.
- Telekom and NVIDIA launch a €1bn Industrial AI Cloud near Munich, boosting Germany’s AI compute power by about 50%.
- Surging rare-earth prices increase pressure on Germany’s auto industry, highlighting critical supply-chain vulnerabilities.
8 pages
GeneralOct 20, 2025
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.
6 pages
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