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Global Political Analysis

Is the Trade War Going Off the Rails?

Friday, 17 October 2025, written by Andy Langenkamp

As the world is still catching its breath from earlier rounds of the U.S.–China trade war that began during Trump’s first term, the American and Chinese cowboys — after a deceptively calm summer — once again face each other at high noon. How will this duel end, and what does it reveal about the broader struggle for power between Beijing and Washington?

This report is published: Bi-weekly

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Previous reports

French Crisis, US Shutdown… What Comes Next?

Sunday, 12 October 2025

The political crisis in France and the American budget drama are both symptoms of three incompatible demands on politics. What are these demands, and what are the political and economic consequences of the tensions between the three conditions?

Due to the new publication schedule, the regular GPA appears on Monday on a one-time basis.

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French crisis deepens

Monday, 06 October 2025

The euro dipped and French bond yields climbed as Lecornu’s exit deepens France’s crisis. Is a Eurozone-wide fallout becoming more likely? 

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Analysis on request and consultancy

In today’s complex, volatile, and interconnected business and investing environment, decision-makers often find it challenging to sift effectively through the vast amounts of data about (geo)political, financial, and economic risks. Our Global Political Analysis reports and Bi-Weekly insights cut through the noise to help you understand the political risks ahead. For clients needing customized analysis, monitoring, scenarios, and forecasts, we provide various consultancy services and offer analysis upon request. 

Feel free to reach out to our Senior Political Analyst, Andy Langenkamp to discuss your options. 

 

Global Politics: Overhyped, Underhyped, On Point

Every two weeks, you receive my Global Political Analysis report. In between those editions, I’ll send a short extra update. Drawing on top sources and think tanks, I’ll flag what’s overexposed, what’s underexposed, and what’s spot-on. Please reach out if you’d like me to dive deeper into any topic.

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