Holger Schmieding

Holger Schmieding is chief economist at Berenberg Bank in London. [United Kingdom] Follow him @Berenberg_Econ

Italy: The Least Bad Outcome

Sergio Mattarella stays on as president, Mario Draghi remains prime minister. For Italy and Europe, this is the least bad outcome of Italy’s presidential election.

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Merkel’s Fall from Grace

Germany’s long-term leading government party faces an uncertain political future.

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Europe’s COVID 19 Response Put in Perspective

The EU tends to move more slowly — but it does get its act together.

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US Elections Update: A Narrower Lead for Biden

Despite a tightening race, another come-from-behind victory for Trump as in 2016 is very unlikely in 2020.

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Boris Breaks the Divorce Treaty: What Can the EU Do?

The ways in which the EU can put pressure on a UK that is going rogue are very limited — and potentially vast at the same time.

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Brexit Negotiations: What Are They Waiting For?

In its negotiations with the EU, the UK government still puts false hopes on “heavenly” intervention by Germany’s Angela Merkel.

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Germany’s COVID 19 Comeback Story

Germany looks at a solid, but uneven economic rebound from the pandemic, largely based on a pronounced home bias in economic activity.

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France: Au Revoir, Monsieur Philippe

One has to doubt that France’s new prime minister, Jean Castex, will pursue many reforms ahead of 2022.

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COVID 19: Assessing the Global Political Fallout

The COVID 19 pandemic and the ensuing mega-recession may shape political debates and choices for a long time.

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Trump Threatens China

Will Trump unleash a new trade war that could seriously impede the post-corona recovery?

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