News

Market insights and research from our news team

Our News Team

The AIC News Team consists of 20+ dedicated analysts from RWTH Aachen University. We publish a bi-weekly market recap covering:

  • Global equity markets
  • Fixed income developments
  • Commodity price trends
  • Macroeconomic indicators
  • M&A and venture capital activity

Latest Newsletter

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
Published: May 18, 20267 pages

Newsletter Archive

Showing 43 past newsletters
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
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
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