Markets Gripped by AI and the Middle East
Warnings of an AI bubble and a potential energy crisis are currently dominating financial markets. Geopolitical risks are becoming the new normal. While the US is benefiting from the AI boom, Europe is coming under greater pressure from energy prices and
The energy crisis is becoming a currency crisis
Energy-dependent economies are currently suffering a double blow: rising oil prices are putting them under significant pressure, while their currencies are depreciating at the same time. “The energy crisis is therefore turning into a currency crisis,”
How savers are quietly dispossessing themselves
Europe’s savers are quietly losing wealth: trillions are sitting in non-interest-bearing accounts while inflation erodes purchasing power. Europe’s greatest misallocation of capital may not be found on the stock market, but rather in current and
US government throws sand into its innovation machine
US science is facing a historic turning point: massive budget cuts, institutional interventions and a growing brain drain are threatening the innovation base of a superpower – and, with it, the superpower itself. This has global consequences that
The High Costs of the New World Disorder
The war in the Middle East is keeping the world on edge. In the event of escalation, energy shortages and a broader crisis loom. Yet this conflict is merely a symptom of a more fundamental shift: the global economic order is tilting. Less cooperation,
Pharmaceutical industry: The era of the West is coming to an end
A new balance of power is emerging in the global pharmaceutical industry: China is rapidly catching up and challenging the US. The pharmaceutical sector is becoming a model for the new era.
China Warms Up
China is increasingly positioning itself as a geopolitical counterweight to the United States: not as a replacement hegemon, but as a reliable alternative with considerable economic influence. The implications extend far beyond
The World Cup is becoming a stress test for the US system
The FIFA World Cup, which is set to begin in just a few weeks in the United States, Canada and Mexico, is threatening to become a stress test for America’s political and organisational capabilities: security bottlenecks, delays and investment risks are
Africa’s Untapped Power: Why Size Alone Is Not Enough
Africa is at the centre of emerging geopolitical trade conflicts. Competition among major economic blocs for Africa’s resources is intensifying – in principle, a favourable starting position for the continent. “Yet despite its vast resource base and
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