Commentary
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Recent commentary
The dual objective of China's competition quest: mitigating structural deceleration and great power rivalry
Should Europe put extra tariffs on Chinese electric vehicles?
The push-pull between geopolitics and domestic resistance: lessons from the 2004 enlargement of the EU
Geopolitics is now a chief concern of political leaders in both the EU and candidate countries, giving them strong reasons to integrate more closely
What about the EU’s cohesion?
The single market according to Enrico Letta - was the report worth the wait?
Commentary items
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Opinion piece
25 November 2022
Europe must now strike a deal on energy prices
Europe must move beyond blocking agreement on a coordinated solution and undermining EU unity in the face of Russian aggression.
Simone Tagliapietra, Georg Zachmann and Jeromin Zettelmeyer
Opinion piece
25 November 2022
Xi Jinping’s new smiles got China off the hook at climate talks
Beijing's bandwidth to deliver is shrinking as its economic performance wanes.
Alicia García-Herrero
Opinion piece
18 November 2022
The big tech world is in crisis – and that might be a good thing
Big tech companies have been left exposed because they overestimated the growth of online activities during the pandemic, writes Christophe Carugati.
Christophe Carugati
Opinion piece
16 November 2022
Biden, Xi focus on Taiwan and forget about Ukraine
The meet did not seem to offer solutions to the two most pressing problems for the international order.
Alicia García-Herrero
Opinion piece
15 November 2022
NextGenerationEU: an underused facility?
The RRF has great potential to become an instrument for ‘insuring’ EU countries against common shocks.
Maria Demertzis
Newsletter
11 November 2022
The geopolitics of semiconductors and what Europe can expect
Alicia García-Herrero
Opinion piece
01 November 2022
Europe’s Looming Energy Disaster
With winter fast approaching, the absence of common guidelines for national energy policies should be regarded as an economic emergency.
Jean Pisani-Ferry
Opinion piece
01 November 2022
Political cooperation does not mean economic dependence
A robust economic system that can sustain shocks of any nature, including political, is needed.
Maria Demertzis
Opinion piece
26 October 2022
Germany’s Emerging War Economy
To meet the challenges of an age in which the threat of war is always present, Germany and Europe must invest heavily in military innovation.
Dalia Marin
Opinion piece
19 October 2022
At Party Congress, Xi doubles down on China’s direction
The two key objectives are targeted self-reliance and national security
Alicia García-Herrero
Opinion piece
17 October 2022
China’s real estate sector goes south
The demise of China’s real estate sector, pushed by developer defaults and mortgage boycotts, is a major risk for the Chinese economy.
Alicia García-Herrero
Opinion piece
17 October 2022
The critical importance of chips – and having a plan for them
The Chips Act is the first, and an imperfect, step towards a long-term strategy that still needs to be designed.
Maria Demertzis
Opinion piece
07 October 2022
The importance of being fiscally earnest
As interest rates increase over the course of the next few months, there are bound to be asset-price corrections & rethinking of investment decisions.
Maria Demertzis
Opinion piece
30 September 2022
China can learn from the bursting of Japan's real estate bubble
Beijing cannot count on economic growth or fiscal space to tide through crisis
Alicia García-Herrero
Opinion piece
20 September 2022
A cold winter
Reforming energy markets must aim to make them less vulnerable to crises such as today’s, even if such crises are rare.
Maria Demertzis
Opinion piece
12 September 2022
China’s Economy Needs More Stimulus. Beijing’s Room for Maneuver Is Limited.
Alicia García-Herrero