Commentary
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Recent commentary
US tariffs on Chinese imports: managed trade is back
A hike in US tariffs is not a return to wholesale protectionism, and the European Union is unlikely to duplicate the US approach
De-dollarisation is all about de-risking
How to ensure European economic security in a world of interdependence?
German pension reform push crystallises challenges faced by many European countries
The burden of pension reform should be shared across generations, even if it is politically difficult
Xi’s visit underlines the hard choices the European Union faces on China
The EU cannot separate policy on China from its goals of containing Russia and ensuring economic security
Commentary items
Republishing and referencing policy
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Opinion piece
12 January 2024
Electricity pricing is Europe’s hidden industrial policy
Ben McWilliams, Giovanni Sgaravatti, Simone Tagliapietra and Georg Zachmann
First glance
12 January 2024
Taiwan’s future economic direction hinges on the election outcome
Depending who wins Taiwan’s 13 January election, the island could swing towards closer relations with China, or entrench decoupling from China.
Alicia García-Herrero
Opinion piece
10 January 2024
Visible Democracy
The EU’s consensus-driven stumble toward choosing institutional leaders is more democratic than the alternatives.
Rebecca Christie
Opinion piece
10 January 2024
Taiwan's election will mark an economic crossroads
Growth is rebounding, but island must decide whether to deepen links with China.
Alicia García-Herrero
Opinion piece
03 January 2024
2024 will be about Western economic normalisation, China’s deceleration and India’s catch-up
China will continue to decelerate slowly but steadily while the rest of emerging Asia will do well.
Alicia García-Herrero
Newsletter
22 December 2023
EU-China summit remains a ‘dialogue of the deaf’ for EU trade concerns
Alicia García-Herrero
Newsletter
22 December 2023
What will the EU face in 2024?
Rebecca Christie
First glance
21 December 2023
Assessing the Ecofin compromise on fiscal rules reform
The compromise reached by the Ecofin Council is imperfect. But it is still a big step forward.
Jeromin Zettelmeyer
Opinion piece
21 December 2023
Europe’s time to lead on climate action
Simone Tagliapietra, Giovanni Sgaravatti and Cecilia Trasi
Opinion piece
18 December 2023
Taiwan poised for economic bounceback in 2024
Growth should more than double from 1.2% to 2.9% so long as geopolitical risks including pivotal elections don’t bubble over
Alicia García-Herrero
Opinion piece
13 December 2023
Foreseeing world economy chokepoints in 2024
A rather positive scenario is subject to several risks, starting from geopolitics
Alicia García-Herrero
Opinion piece
13 December 2023
A new opening for Polish-German energy relations
The change of government in Poland and the Russian aggression in Ukraine provide an opportunity for a new opening for Polish-German energy relations.
Agata Łoskot-Strachota and Georg Zachmann
Newsletter
18 December 2023
How can the EU keep its credibility for accession conditionality to work?
Heather Grabbe
First glance
12 December 2023
Bringing the reform of European Union fiscal rules to a successful close
EU fiscal rules must not unnecessarily restrict green investment.
Zsolt Darvas, Jean Pisani-Ferry and Jeromin Zettelmeyer
Opinion piece
12 December 2023
Artificial intelligence and energy consumption
It is difficult to evaluate whether the green transition will compensate for AI energy consumption.
Maria Demertzis
Newsletter
11 December 2023
What do the antitrust cases against Amazon reveal about contestability in the EU and the US?
Fiona M. Scott Morton