Holger Schmieding

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

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?

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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.

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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.

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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.

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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.

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Germany Finally Fit for the Euro

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

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How Big Is the Turkish Contagion Risk for Emerging Markets?

Contagion from the Turkish crisis to other emerging markets is not widespread.

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Options for Turkey

What the Erdogan government must do if it wants to avoid a “cold Turkey” economic shock.

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Italy and the Populists: Heading for an Even Hotter September?

It may take a further rise in Italian bond yields to remind the populist government’s leaders in Rome that their room for maneuver to operate with more debt is very limited.

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The Sad Irony of Brexit

Though UK voters have changed their tune on Brexit, there is little chance that it will be reversed.

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