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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 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.
Published: December 2, 2025•7 pages

Newsletter Archive

Showing 32 past newsletters
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
GeneralMay 20, 2025

Newsletter CW 19/20

  • Moody’s downgrades US credit rating due to rising debt and recurring political standoffs
  • Commerzbank to cut 3,900 jobs in cost-saving push while UniCredit takeover remains controversial
5 pages
GeneralSep 25, 2023

Newsletter CW 39/40

  • US jobs report beats forecasts; lower wage growth supports disinflation
  • Eli Lilly acquires Point Biopharma for $1.4 billion to expand oncology portfolio
3 pages
GeneralSep 11, 2023

Newsletter CW 37/38

  • FED leaves rates unchanged; Dot Plot shows fewer cuts in 2024
  • UK clears Microsoft’s $69B acquisition of Activision after Ubisoft deal
3 pages
GeneralAug 14, 2023

Newsletter CW 33/34

  • Powell signals further hikes possible as inflation remains high
  • BRICS expands to include six new countries, forming BRICS Plus
5 pages
GeneralJul 31, 2023

Newsletter CW 31/32

  • TSMC to build new chip plant in Dresden with massive subsidies
  • US CPI rises slightly; markets expect FED to hold rates steady
5 pages
GeneralJul 17, 2023

Newsletter CW 29/30

  • Fed and ECB raise rates again; Bank of Japan widens yield control band
  • Thyssenkrupp secures €2 billion subsidy for green steel transformation
5 pages
GeneralJul 3, 2023

Newsletter CW 27/28

  • US inflation lower than expected; markets anticipate end of rate hikes
  • US banks post strong Q2 results, led by JPMorgan and BlackRock
3 pages
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