#dWP-VW.THINKTANK I Q4/2025

The world outside the US is increasingly driving Chinese electric vehicles, scrolling the web on Chinese smartphones and powering their homes with Chinese solar panels.

The Biden administration finalized restrictions on investments by US individuals and companies into advanced technology in China, including semiconductors, quantum computing and artificial intelligence.

Germany’s economy, Europe’s largest, has once again avoided a technical recession but businesses and consumers keep sending warning signals that the challenges engulfing the country are becoming harder to bear.

The euro area’s economy expanded more strongly than expected in the third quarter — with even Germany avoiding the recession it was widely tipped to endure.

As Trump’s shadow looms over Europe, Berlin should try a dose of self-help that Paris can’t.

Chinese automakers could more than double their overseas full-process manufacturing capacity to beat punitive import tariffs and meet surging demand in emerging markets, according to BloombergNEF.

The European Union will impose higher tariffs peaking at 45% on electric vehicles from China, ratcheting up trade tensions between the world’s leading export powers.

Economists nudged up quarterly US economic growth projections through early next year on more sanguine views of consumer demand and maintained views that limited inflation will keep the Federal Reserve on a path toward lower borrowing costs.

Friday’s employment report is the last the Federal Reserve will see before its policy meeting next week. But the data will be tough to parse.

A survey of more than 5,000 consumers found only modest confidence in the Federal Reserve’s ability to manage inflation and unemployment effectively.

Ireland’s economy rebound in the third quarter while Belgium kept expanding, positive omens for euro-zone data due this week.

The European Central Bank has made significant progress in bringing down inflation but can’t declare victory just yet, according to Vice President Luis de Guindos.

The U.S. said it is finalizing rules Monday to limit U.S. investments in AI and other technology sectors in China that could threaten U.S. national security.

China’s central bank is expanding its monetary policy toolkit to get a better handle on liquidity in the financial system as it seeks to add more levers to fine-tune the economy.

So far, European Central Bank officials have mostly succeeded in steering the euro-zone economy toward 2% inflation with a single voice. But as they circle in on their target, views on what to do when are set to diverge.

After making waves with cheap EVs, Chinese carmakers are targeting the luxury segment in Europe.

Catch up: LDP’s disastrous Japanese election; Trump’s crude New York rally

Sentiment among US consumers increased in October to a six-month high as households grew more upbeat about buying conditions, partly because of cheaper financing costs.

The European Central Bank shouldn’t hurry to lower interest rates or spend too long right now contemplating how far and how quickly they should fall, according to Governing Council member Bostjan Vasle.

Rene Haas, the chief executive officer of Arm Holdings, says AI’s impact will be ‘quite, quite dramatic’ and there’s no holding back smart cars.

The European Union said it still sees “significant remaining gaps” with Beijing after eight rounds of negotiations aimed at avoiding tariffs on Chinese-made electric vehicles that are due to kick in by the end of this month.

The Group of Twenty’s finance ministers and central bankers see a “soft landing” for the world economy, but warned of mounting risks.

The world economy is set to rely even more heavily on the BRICS group of emerging economies to drive expansion, rather than their wealthier Western peers, according to the International Monetary Fund’s latest forecasts.

Germany’s business outlook improved in October — adding to evidence that the country’s economic downturn may be ending.

Germany’s business outlook improved in October — adding to evidence that the country’s economic downturn may be ending.

The US election next month will be a clash of visions that reverberates through the global economy for years to come.

The US election next month will be a clash of visions that reverberates through the global economy for years to come.