Holger Schmieding

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

Macron = Renzi? Probably Not

Macron has two advantages over Matteo Renzi: A solid majority in parliament and the ability to give protesters some fiscal concessions.

Read more »

Trouble for Macron?

Facing yellow vests, Macron does not see red yet.

Read more »

German Politics: Advantage “Mini-Merkel”

Annegret Kramp-Karrenbauer is widely seen as being close to Merkel. She seems to benefit from a little “Merkel nostalgia.”

Read more »

The Global Economy as a Wild Card?

How is Europe impacted by transatlantic and U.S.-Chinese trade tensions and by trade with China itself?

Read more »

Germany: Merz in Pole Position

How is the race to succeed Angela Merkel at the helm of the CDU, Germany’s largest party, shaping up?

Read more »

German Politics: It Could Have Been Worse

The centre-right CSU and the centre-left SPD lost the state election in Bavaria. This spells some trouble for Angela Merkel’s CDU/CSU-SPD coalition in Berlin.

Read more »

Will Italy’s Finances Shake Europe?

Five Star leader Di Maio still has not learned that comments which may go down well during an election campaign can easily backfire for a senior politician in office.

Read more »

EU Summit: Too Early for a Brexit Deal

UK politicians should not overrate the current attempt by the EU27 to be nice to Theresa May.

Read more »

Turkey’s Next Challenge: How Bad Can Inflation Get?

How Turkey’s central bank plans to regain market confidence that it will eventually hit its 5% inflation target again remains a mystery.

Read more »

Germany Finally Fit for the Euro

German fiscal bliss: Debt to GDP ratio can fall to 60% this year.

Read more »