Canada, the EU, and a Fragmenting Global Economy
Last week, European Commission President Ursula von der Leyen and Canadian Prime Minister Mark Carney spoke on successive days before the European Parliament in Strasbourg. During her annual State of …
The Macroeconomy Strikes Back at France’s G7 Summit
The mantra of “manufacturing overcapacity”—in other words, China’s unfair competitive advantage in world markets owing to heavy state and provincial subsidies—has dominated the geoeconomic narrative on either side of the …
The United States and WTO Reform
While the Trump administration’s trade policy has gained attention for the series of bilateral tariff-raising deals it orchestrated in 2025, at the end of last year, the United States also …
It’s the Single Market, Stupid
James Carville, President Bill Clinton’s campaign strategist, famously quipped about the 1992 U.S. election that, “it’s the economy, stupid.” That kind of simple—but not simplistic—communication about political priorities will be …
The Supreme Court and the Global Trading System
This week the Supreme Court is hearing oral arguments in a case brought by five small businesses (V.O.S. Selections, Inc. v. Trump) challenging the president’s authority to use the 1977 …
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Shaking Off the European Hangover
Europe has a hangover, and it shows. Gone is the cocktail of defiance and apprehension that accompanied the first few months of the second Trump administration. The summer has unveiled …
The G7 Summit, Plus or Minus
While the G7 economies today account for only 30 percent of global GDP, they remain a decent proxy for what can still be called the “West” in geopolitical terms. Or …
The Schuman Plan at 75 and the EU’s Global Role
On May 9, the European Union marked the seventy-fifth anniversary of the Schuman Plan, the project to create a European Coal and Steel Community (ECSC) among six countries that was …
Trade Policy: Is It Foreign or Domestic?
On April 2, President Trump announced a major action “Regulating Imports with a Reciprocal Tariff” as a response to “large and persistent” U.S. trade deficits that the administration believes are …
The Start of a New Economic Era
The first quarter of the century is over. Economically and politically, this quarter-century can be divided into two major phases. The first phase can be described by the term hyper-globalization. …
A Southern TTIP?
Just days after starting her second term as European Commission President, Ursula von der Leyen signed the EU-Mercosur Partnership Agreement on December 6 in Montevideo, Uruguay. This free trade deal …
U.S. Elections 2024
Outlook on the Economy, Financial Markets, and the Global Trade System AGI and the Swiss private bank Bergos have released a new report, “U.S. Elections 2024: Outlook on the Economy, …
Friendshoring: A Sea Change for the Global Economy?
This article originally appeared in German in the Frankfurter Allgemeine Zeitung. The international order is experiencing a once-in-a-generation turning point. The fall of the Berlin Wall thirty-five years ago ended …
U.S. Trade Policy at a Crossroads
If Democrat Kamala Harris and Republican Donald Trump were placed along an axis spanning from protectionism to free trade, would that offer a meaningful way to understand their campaign proposals …
