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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

Hormuz, Blacklists & Warplanes: Markets in the Age of Strategic Anxiety

Friday, 12 June 2026

Hormuz, U.S. blacklists and Europe’s failed fighter-jet project may look like separate headlines. In fact, they mark the same turning point: security and economics have become deeply intertwined. For markets, this opens a new era of conditional globalization, higher risk premia and strategic anxiety.

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Iran, AI & Debt: Market Bets on a Triple Whammy of Good News

Thursday, 04 June 2026

The Iran-Hormuz crisis tests the financial house of cards overnight. Debt tests it day after day. AI may yet reinforce the foundations. This report revolves around three questions: will Hormuz remain open, will AI deliver real productivity gains, and will debt remain sustainable?

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Iran, AI & Debt: Market Bets on a Triple Whammy of Good News

Friday, 29 May 2026

The Iran-Hormuz crisis tests the financial house of cards overnight. Debt tests it day after day. AI may yet reinforce the foundations. This report revolves around three questions: will Hormuz remain open, will AI deliver real productivity gains, and will debt remain sustainable?

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