Commentary
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Recent commentary
How trade constraints and confusion imperil FDI
Trade restrictions and uncertainty hurt foreign direct investment more than previously thought, showing the value of predictability in trade policy
German rearmament under the spotlight
Germany’s rearmament effort is laying bare its structural weaknesses in strategic, technological and operational modernisation
Russia and China: The realignment of a complex partnership
The looming EU-China trade clash: Why the Commission must not go it alone
How could Hungary streamline public spending without undermining growth?
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Opinion piece
12 May 2026
The Iran war strengthens China, but also exposes weaknesses
Alicia García-Herrero
Opinion piece
12 May 2026
Trump has played his cards before China visit. Xi holds diplomatic power
Alicia García-Herrero
Newsletter
11 May 2026
How important is political risk for investors and policy makers?
Stavros Zenios
Opinion piece
10 May 2026
What the world can and can’t learn from China’s industrial policy
Alicia García-Herrero
First Glance
08 May 2026
Beijing to push Trump on Taiwan, with potentially global consequences
President Donald Trump will be in a weak position when he travels to China in mid-May for crucial talks with Xi Jinping
Alicia García-Herrero
First Glance
07 May 2026
The Iran energy shock is a test of European discipline on state aid
The latest EU temporary state-aid framework is needed to shield industries and consumers from short-term costs, but should not become more permanent
Roel Dom and Simone Tagliapietra
Opinion piece
03 May 2026
China’s economy is operating at two speeds
Alicia García-Herrero
First Glance
05 May 2026
The fiscal fault lines of Europe’s energy shock
European measures to address the latest energy crisis are ignoring past lessons and long-term goals
Thomas Mramor, Alexander Roth and Simone Tagliapietra
Opinion piece
02 May 2026
The United States has permanently lost its moral authority
Jean Pisani-Ferry
Newsletter
04 May 2026
How are European governments reacting to the current energy crisis?
Alexander Roth
Opinion piece
01 May 2026
China's reflation story is seductive, but wrong
Alicia García-Herrero
Newsletter
30 April 2026
Europe's trade problem with China is becoming more measurable
Alicia García-Herrero
First Glance
28 April 2026
Europe beyond unanimity on security
A new European Security Treaty using majority voting would end veto abuse and build shared defence capabilities for a new geopolitical era
Francesco Nicoli, Roel Beetsma and Guntram B. Wolff
Newsletter
27 April 2026
What is the EU’s response to the current energy crisis?
Simone Tagliapietra
Opinion piece
24 April 2026
China is quietly armour-plating its supply chains. Brussels must take note
Alicia García-Herrero
Opinion piece
23 April 2026
Taking the Pulse: Is the EU Ready for Rapprochement With the UK?
Rebecca Christie