Opinion

COMMENT: Could the US strike a deal to restart Nord Stream gas pipeline?

bne IntelliNews April 13, 2025

US President Donald Trump has made it clear that he wants to do business with Russia and tap into its vast raw material resources. But restarting the Nord Stream gas pipeline is the only US-Russian business project that looks viable.

ING: Is sell America Inc. now a thing?

Padhraic Garvey Regional Head of Research Americas for ING, Benjamin Schroede Senior Rates Strategist for ING April 9, 2025

US Treasuries are not behaving as a safe haven. They have cheapened versus the risk free rate, in a significant manner. The 3yr auction was a mess. There is now heightened nervousness ahead of the 10yr auction. Is 'sell America' a thing now?

BEYOND THE BOSPORUS: The sheer comedy that is Turkey's opposition

Akin Nazli in Belgrade April 8, 2025

Erdogan's trolls must have been splitting their sides as CHP leader got himself re-elected unopposed.

Picula: Serbia will not enter EU while it sits on four chairs

bne IntelliNews April 8, 2025

Serbia's long path to EU membership remains uncertain under its current leadership, which “sits in four chairs”, according to the European Parliament rapporteur for Serbia, Tonino Picula.

COMMENT: Trump’s secondary sanctions on Russian oil are a lose-lose proposition – Carnegie

bne IntelliNews April 8, 2025

“Just as certain classes of medication are sometimes in vogue and prescribed to help with all kinds of ailments, it seems that US President Donald Trump and his team have stumbled upon a magical remedy for all the world’s problems: tariffs.”

COMMENT: US tariffs set to squeeze European corporate earnings across multiple sectors – Fitch Ratings

bne IntelliNews April 8, 2025

US President Donald Trump’s Liberation Day tariffs on European imports – set at 20% for EU member states and 10% for the UK – are poised to curtail revenue and profitability growth across several corporate sectors in Europe, according Fitch.

ING: China opts for eye for an eye retaliation as Trade War 2.0 breaks out

Lynn Song Chief Economist Greater China for ING April 7, 2025

As expected, China opted for a strong response, hitting back against the US 'Liberation Day' tariffs with a 34% across the board tariff on the US.

COMMENT: Reforms and enlargement must go together for the Western Balkans

Bojan Lazarevski April 6, 2025

If the EU cannot deliver progress in accession, it risks undermining the incentive for countries to continue reforming.

COMMENT: Could do better? Guardian resorts to tired “whirling dervish” clickbait and stale headline in Turkish “democracy” coverage

Akin Nazli in Belgrade April 6, 2025

When today’s quality newspapers go into the ‘field’, you shouldn’t always get your hopes up.

COMMENT: Turkey's opposition targets ruling regime's illusion of market stability in Nikkei op-ed

bne IntelliNews April 4, 2025

Shadow economy minister says economic governance hollowed out with institutions reduced to managing appearances. “What persists is not policy. It is performance art for bond markets,” he adds.

HALLIGAN: Trump's tariffs are either madness or genius – it could go either way

Liam Halligan in London April 4, 2025

Donald Trump has referred to tariffs as “the most beautiful word in the dictionary”. And now the US President has unleashed the most aggressive surge in American trade protectionism in almost a century.

ING: Trump’s Tariffs - Europe’s worst economic nightmare just came true

ING April 3, 2025

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal stimulus and reforms to strengthen domestic economies.

BEYOND THE BOSPOROS: Regime panicky over opposition call for “No shopping day”

Akin Nazli in Belgrade April 2, 2025

English rock band Muse, meanwhile, scrap Istanbul concert in solidarity with Imamoglu protesters.

COMMENT: Brazil’s Lula builds economic bridges across the Pacific

Ricardo Martins in Utrecht April 1, 2025

Brazil's President Lula boosted ties with Japan and Vietnam during his Asian tour last week, securing aircraft deals, beef markets and partnerships.

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