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Andy Langenkamp

Senior Political Analyst

Andy stands out as senior Political Analyst at ECR, known for his insightful commentary on how economic and geopolitical events impact financial markets. His adept analysis has made the weekly Global Political Analysis a highly sought-after publication among our subscribers. Andy's profound understanding of the international political landscape was honed during his tenure with the foreign affairs editorial team at Trouw, a leading Dutch daily newspaper.

He holds a master’s degree in International Organisations and International Relations and has completed his postgraduate studies at the Netherlands Institute of International Relations. His thought-provoking contributions have been featured in esteemed publications both domestically and internationally, including Het Financieele Dagblad, De Tijd in Belgium, The Guardian in the UK, and Forbes and Politico in the US. Furthermore, his contributions to prominent media platforms such as The Huffington Post, Real Clear Politics, and The Hill, alongside appearances on various radio shows, underscore his standing as a respected voice in political analysis.

Recent Publications

Will Europe continue to lag behind?

Thursday, 05 December 2024

Europe seems very vulnerable. Besides the fundamental financial and economic factors that account for the European underperformance and the euro's weakness, the political picture also adds a hefty dose of pessimism. This report will focus on the geopolitical and political-economic challenges and risks facing the European economy - including the French political crisis - as well as on the potential implications for financial markets. 

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When war comes

Thursday, 21 November 2024

Geopolitical doomsayers have had a blast with Trump's election victory, Biden's authorisation for Kyiv to deploy long-range American missiles on Russian territory and Putin lowering the threshold for the use of nuclear weapons. What impact will President Trump and his team have on the world starting in January, and how will it affect EUR/USD and stocks, among others?

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SAA Special: Geopolitics, Globalisation and Markets

Thursday, 14 November 2024

The Dutch central bank warned this week of a new era full of international tensions, fragmentation and bloc formation. Trump 2.0 is unlikely to make things better. In this special, we look at the interaction between (geo)politics, economics and markets through four lenses. From this, three scenarios for globalization follow, accompanied by the consequences for different asset markets.

 

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