Business CycleEurozonePolitics
November 2, 2018

Eurozone: Business cycle update: halfway through the worst .

In our view, we are about halfway through the worst phase of the business cycle…
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PoliticsWar Strategies
November 2, 2018

War strategies: Arab Spring 2.0?

Back in 2011, we saw significant social and political unrest as a result of rising…
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GermanyPolitics
October 24, 2018

Germany: The defeat of Merkel

The German growth model needs changing We travelled around Germany over August and September to…
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ElectionsGermanyPolitics
October 19, 2018

Germany: Implications of the elections in Bavaria

The recent elections in Bavaria confirmed the erosion of support for the traditional parties: both…
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PoliticsUK
October 19, 2018

UK: Conservatives keep the lead, but no deal risk rises

Two things have caught our attention recently. First, the speeches at the party congresses held…
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PoliticsUSWar Strategies
October 12, 2018

Trade wars: what does the “new NAFTA” tell us?

In our previous note on trade wars, we argued that trade disputes have a similar…
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Changing EuropeEurozoneFrancePolitics
September 14, 2018

France: Macron’s approval rating drop is a key change for France and the EU

Macron’s approval rating drop is a key change for France and the EU. According to…
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GermanyPolitics
September 14, 2018

Germany: trip notes from Berlin and other paradoxes

We visited Germany recently as we are coming to the end of our field study…
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