Episode 144: Economic Resilience as Economic Security
The world’s leading economies are putting economic security at the top of their policy concerns. Among them, the European Union is taking a risk-based approach that seeks to deter weaponizable …
Tariffs, Germany, and South Carolina
Bavaria West German business loves South Carolina, and South Carolina loves German business. Currently, there are over 270 German companies employing over 44,000 people based in South Carolina. They have …
Germany’s Economy in 2026
Turnaround or another year of gloom? Will 2026 mark the turnaround for the German economy? While many international investors seem to believe in a debt-fueled comeback, fiscally conservative German authorities …
The Transatlantic Relationship and the Future Global Trading System
Today’s challenges to the global trading system are exacerbating a dynamic that is at least a decade old. Since the failure of the Doha Round of multilateral trade negotiations to …
Episode 140: The Transatlantic Relationship in a Transforming Global Trading System
How have increased geopolitical competition and changing trade policy objectives affected the transatlantic relationship, and what are the shared priorities for German and U.S. business? On this episode of The Zeitgeist, CEO of DHL …
Recent Authors
AGI provides knowledge, insights, and networks as tools to solve the challenges ahead.
Support Our Work
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 …
Beyond the Antichrist and the Kill Switch
The real political economy of U.S. tech statecraft and what it means for Europe One of the many remarkable features of the second Trump presidency has been the highly public …
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 Debate over a Digital Euro
At a recent hearing before the European Parliament, Piero Cipollone, the Executive Board Member of the European Central Bank (ECB) in charge of the digital euro project, reminded his audience …
Episode 135: Reenergizing the German Economy
The German economy is stagnating, and Chancellor Friedrich Merz has promised an autumn of reforms. But are the government’s policies enough to restore competitiveness? Berenberg Chief Economist Holger Schmieding joins …
No Alternatives to the U.S. Dollar?
The U.S. dollar exchange rate has been under pressure for much of the current year. Although the U.S. currency has recently gained some ground against the euro, the euro has …
No Alternative
The German economy is currently in the midst of a structural crisis, marked by prolonged stagnation and rising unemployment. A mix of high taxes and strict regulations has created difficult …
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 …
From Bystander to Player?
Europe’s strategic awakening in the age of supply chain risk Tariffs have dominated the trade policy news cycle since the Trump administration took office. To date, the trade policy dynamic …
