Sunday Wrap by Erik F. Nielsen
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The US economy, Trump, and Bessent are weaker than you (and they) think.
It’s been a bad week for Trump: Mark Carney stole the Davos show with his masterful speech, and Europe made him TACO on Greenland.
Jan 25
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Erik Fossing Nielsen
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Year-end reflections: 10 lessons from 2025 – and one key prediction.
I reflect on the year that has passed. I summarise 10 key lessons I learned – and I make one prediction for 2026, namely that there is still no better…
Dec 14, 2025
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Erik Fossing Nielsen
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Europe is finding its feet again
Europe is about to agree an era-defining support package for Ukraine, supported by the European Commission. In economic policy matters, however, the…
Dec 7, 2025
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Erik Fossing Nielsen
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The UK faces bigger challenges, and greater risks, than you think
The UK faces three major unique challenges and greater political risks than other large European countries do.
Nov 30, 2025
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Erik Fossing Nielsen
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Europe needs explicit policies to direct capital flows
My intervention at CER's Ditchley Park conference Friday-Saturday on 'Europe's precarious bid for third pole economic power': The need for explicit…
Nov 23, 2025
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Erik Fossing Nielsen
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No reason to be sad about Europe, Mr President
Trump says he is sad about Europe because of immigration and taxes. He has no reason to worry. Greetings from happy Denmark.
Nov 16, 2025
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Erik Fossing Nielsen
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Germany: So much better than you think!
I illustrate why German per capita GDP is "higher value" than US per capita GDP - and I argue that Germany will outperform during 2026-27. I'm also…
Nov 9, 2025
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Erik Fossing Nielsen
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Sunday Wrap
Presidents Trump and Xi managed to ease tensions this past week. But the root cause - the national savings imbalances - has not been addressed. It wont…
Nov 2, 2025
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Erik Fossing Nielsen
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Sunday Wrap by Erik F. Nielsen
I write about economics, policies and markets - trying to connect the dots.
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Sunday Wrap by Erik F. Nielsen
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