Holger Schmieding

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

Will Merkel Fall?

If the CSU does not agree to any compromise on migration policy, Merkel’s government may fall apart.

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How Trump Gets It Wrong on Trade

The U.S. President seems to have the upper hand – for now. He doesn’t realize how his trade actions will backfire at home.

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Italy and the Euro

If a radical government in Rome plunges Italy into a deep crisis, it would still be an Italian crisis — rather than a “euro“ crisis.

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Italy Versus Germany: The Real Story

The saga of a dynamic Germany and a sclerotic Italy does not reflect the historical record.

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Italy and the Yanis Varoufakis Effect

Populists in power, like Five Stars and the Lega in Italy, can do serious damage. In the case of Italy, the key risks are long-term rather than immediate.

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Macron Vs. the Germans?

What is the middle ground that both Germany and France can agree on to move economic and financial reforms in the EU forward?

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Global Trade War? The European Angle

The more the U.S. abstains from imposing new barriers to imports from the EU, the more may the EU support U.S. efforts to change Chinese trade and investment practices.

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After Italy: Experience Shows That Populists Can Get Real

Though the populists have triumphed in Italy, examples show that populists often abandon their most dangerous demands and their euro scepticism in the pursuit of power.

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After Italy: Dealing with the Populist Menace in Europe

To advance their prospects of finding partners, both 5Star and Lega have ditched the most dangerous part of their erstwhile agenda. But significant risks remain.

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German Politics: The Limbo Is Over

With a new term for Merkel, Germany and Europe can breathe a sigh of relief.

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