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 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
Published: August 24, 20268 pages

Newsletter Archive

Showing 50 past newsletters
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
GeneralJun 5, 2023

Newsletter CW 23/24

  • US inflation data in line; FED pauses hikes, ECB raises by 25 bps
  • EU approves €8.1 billion in chip industry subsidies to boost production
5 pages
GeneralMay 22, 2023

Newsletter CW 21/22

  • US Congress suspends debt ceiling until 2025, avoiding default
  • Credit Suisse repays state guarantees; UBS acquisition slightly delayed
4 pages
PreviousPage 4 of 5Next