Andy Langenkamp
@andylangenkamp.bsky.social
Senior analyst at ECR Research & ICC Consultants. Geopolitics/economy/financial markets. Words in FT, Guardian, Politico, The Hill, The Messenger, NRC, FD, Trouw, Volkskrant, Tijd, Trouw, Knack et al
Given this map, it's hardly surprising that unrest is growing in Latin America brilliantmaps.beehiiv.com/p/11-midweek...
November 19, 2025 at 2:57 PM
Given this map, it's hardly surprising that unrest is growing in Latin America brilliantmaps.beehiiv.com/p/11-midweek...
Ganesh had A'dam/Randstad vs 'De Provincie' ook kunnen noemen www.ft.com/content/f9c2...
November 10, 2025 at 4:56 PM
Ganesh had A'dam/Randstad vs 'De Provincie' ook kunnen noemen www.ft.com/content/f9c2...
The longest shutdown ever. Supreme Court hearings on Trump’s trade powers. America still sets the rhythm of the global economy — but right now the beat is off. I looks at how these overlapping shocks are rewriting the risk map for investors ecrresearch.com/research/glo...
November 6, 2025 at 11:46 AM
The longest shutdown ever. Supreme Court hearings on Trump’s trade powers. America still sets the rhythm of the global economy — but right now the beat is off. I looks at how these overlapping shocks are rewriting the risk map for investors ecrresearch.com/research/glo...
Two betting markets expect the previous government shutdown record to be shattered @kalshiofficial.bsky.social @polymarket.bsky.social
October 24, 2025 at 7:25 AM
Two betting markets expect the previous government shutdown record to be shattered @kalshiofficial.bsky.social @polymarket.bsky.social
Great essay, yet even Packer seems to believe that the US is somehow unique, disregarding - for example - the French idea of Liberté, égalité, fraternité. By the way, the US was also unique in being exceptionally late in ensuring people of colour could vote freely in practice
October 20, 2025 at 12:52 PM
Great essay, yet even Packer seems to believe that the US is somehow unique, disregarding - for example - the French idea of Liberté, égalité, fraternité. By the way, the US was also unique in being exceptionally late in ensuring people of colour could vote freely in practice
As the world is still catching its breath from earlier rounds of the trade war, US & Chinese cowboys — after a deceptively calm summer — once again face each other at high noon. How will this duel end, and what does it reveal about the broader power struggle? ecrresearch.com/research/glo...
October 17, 2025 at 11:03 AM
As the world is still catching its breath from earlier rounds of the trade war, US & Chinese cowboys — after a deceptively calm summer — once again face each other at high noon. How will this duel end, and what does it reveal about the broader power struggle? ecrresearch.com/research/glo...
Next president Mike Johnson? mattglassman.substack.com/p/procedural...
October 14, 2025 at 7:02 PM
Next president Mike Johnson? mattglassman.substack.com/p/procedural...
On Point. Overlooked. Overhyped.
This week: Trade War, Essential Arteries & De-dollarization.
The first edition of The Big Political Three is out — your weekly lens on the geopolitical & geo-economic forces shaping markets ecrresearch.com/big-politica...
This week: Trade War, Essential Arteries & De-dollarization.
The first edition of The Big Political Three is out — your weekly lens on the geopolitical & geo-economic forces shaping markets ecrresearch.com/big-politica...
October 3, 2025 at 1:37 PM
On Point. Overlooked. Overhyped.
This week: Trade War, Essential Arteries & De-dollarization.
The first edition of The Big Political Three is out — your weekly lens on the geopolitical & geo-economic forces shaping markets ecrresearch.com/big-politica...
This week: Trade War, Essential Arteries & De-dollarization.
The first edition of The Big Political Three is out — your weekly lens on the geopolitical & geo-economic forces shaping markets ecrresearch.com/big-politica...
Ripped off by the rest of the world, as Trump claims? Hardly. www.ft.com/content/f836...
October 2, 2025 at 8:35 PM
Ripped off by the rest of the world, as Trump claims? Hardly. www.ft.com/content/f836...
Blijft bijzonder: slechts een greep uit 1 dag Amerikaans nieuws (ophef en/of onzekerheid over Pentagon, FBI, Fed en importheffingen), maar vooralsnog stomen aandelen en de Amerikaanse economie rustig door @TheEconomist
October 2, 2025 at 10:41 AM
Blijft bijzonder: slechts een greep uit 1 dag Amerikaans nieuws (ophef en/of onzekerheid over Pentagon, FBI, Fed en importheffingen), maar vooralsnog stomen aandelen en de Amerikaanse economie rustig door @TheEconomist
Volgens Trump is Europa ten dode opgeschreven door suïcidale ideeën over immigratie, energie en klimaat. Bewijzen Europeanen het tegendeel of ontstaat een Europese negatieve spiraal, aangewakkerd door Russische agressie, Trumps protectionisme en China’s opmars? ecrresearch.com/research/glo...
September 26, 2025 at 11:45 AM
Volgens Trump is Europa ten dode opgeschreven door suïcidale ideeën over immigratie, energie en klimaat. Bewijzen Europeanen het tegendeel of ontstaat een Europese negatieve spiraal, aangewakkerd door Russische agressie, Trumps protectionisme en China’s opmars? ecrresearch.com/research/glo...
Trump declared Europe doomed by suicidal ideas. Is he right & will fragmentation lead to a spiral of inertia & implosion or will the continent address its major challenges? My latest report for ECR Research with a little bit of help from the Schmitt-Böckenförde tandem ecrresearch.com/research/glo...
September 26, 2025 at 8:29 AM
Trump declared Europe doomed by suicidal ideas. Is he right & will fragmentation lead to a spiral of inertia & implosion or will the continent address its major challenges? My latest report for ECR Research with a little bit of help from the Schmitt-Böckenförde tandem ecrresearch.com/research/glo...
French political drama prelude to European disaster film? As yet another prime minister falls in Paris, deeper fault lines emerge across Europe — from demographics to geopolitics. Is the French drama a prelude to a European disaster movie? ecrresearch.com/research/glo... #geopolitics #Eurozone
September 12, 2025 at 9:42 AM
French political drama prelude to European disaster film? As yet another prime minister falls in Paris, deeper fault lines emerge across Europe — from demographics to geopolitics. Is the French drama a prelude to a European disaster movie? ecrresearch.com/research/glo... #geopolitics #Eurozone
Frans politiek drama opstap naar Europese rampenfilm? Terwijl in Parijs alweer een premier is gesneuveld, tekenen zich in heel Europa diepere breuklijnen af: van demografie tot geopolitiek. Vormt het Franse drama de opmaat naar een Europese rampenfilm? ecrresearch.com/research/glo...
September 12, 2025 at 9:40 AM
Frans politiek drama opstap naar Europese rampenfilm? Terwijl in Parijs alweer een premier is gesneuveld, tekenen zich in heel Europa diepere breuklijnen af: van demografie tot geopolitiek. Vormt het Franse drama de opmaat naar een Europese rampenfilm? ecrresearch.com/research/glo...
Trump is overal
August 19, 2025 at 2:42 PM
Trump is overal
Van Tariefslag tot Techstrijd: Machtspolitiek in een Digitale Wereld. Chips zijn de nieuwe olie — en de VS–China techstrijd draait op volle toeren. ⚡Mijn meest recente voor ECR en ICC ecrresearch.com/research/glo... #geopolitiek #handelsoorlog #techwar #ChinaVS
August 15, 2025 at 8:16 AM
Van Tariefslag tot Techstrijd: Machtspolitiek in een Digitale Wereld. Chips zijn de nieuwe olie — en de VS–China techstrijd draait op volle toeren. ⚡Mijn meest recente voor ECR en ICC ecrresearch.com/research/glo... #geopolitiek #handelsoorlog #techwar #ChinaVS
From Tariffs to Tech Wars: The New Frontline in Global Power. Chips are the new oil — and the U.S.–China tech war is just heating up. 🚀 My latest for ECR Research ecrresearch.com/research/glo...
August 15, 2025 at 7:42 AM
From Tariffs to Tech Wars: The New Frontline in Global Power. Chips are the new oil — and the U.S.–China tech war is just heating up. 🚀 My latest for ECR Research ecrresearch.com/research/glo...
The US is one of the few countries that keep growing & growing @visualcap.bsky.social
July 29, 2025 at 8:50 AM
The US is one of the few countries that keep growing & growing @visualcap.bsky.social
Onderhuis broeit het op de obligatiemarkten. Zorgen over de publieke schuldenbergen borrelen gestaag richting oppervlakte. Wie krijgt de overhand: de hervormer, geldpers of marktbeul? Mijn vandaag verschenen rapport verschaft antwoorden ecrresearch.com/research/glo...
July 18, 2025 at 10:44 AM
Onderhuis broeit het op de obligatiemarkten. Zorgen over de publieke schuldenbergen borrelen gestaag richting oppervlakte. Wie krijgt de overhand: de hervormer, geldpers of marktbeul? Mijn vandaag verschenen rapport verschaft antwoorden ecrresearch.com/research/glo...
The reformer, the printing press, or the market’s wrath — who will prevail? Which path will countries choose to tame their growing debt burdens? My latest for ECR Research ecrresearch.com/research/glo...
July 18, 2025 at 7:51 AM
The reformer, the printing press, or the market’s wrath — who will prevail? Which path will countries choose to tame their growing debt burdens? My latest for ECR Research ecrresearch.com/research/glo...
Vermeende successen in het Midden-Oosten keerden vaak als een boemerang zeer pijnlijk in het gezicht terug www.foreignaffairs.com/israel/peril...
June 24, 2025 at 10:19 PM
Vermeende successen in het Midden-Oosten keerden vaak als een boemerang zeer pijnlijk in het gezicht terug www.foreignaffairs.com/israel/peril...
Wat Trump ook doet, het is goed @economist.com
June 24, 2025 at 9:19 AM
Wat Trump ook doet, het is goed @economist.com
Geeft het Trumpisme de kus des doods aan de naoorlogse wereldorde of slaan de golven van Trump 2.0 uiteindelijk stuk op weerbarstige oevers? ecrresearch.com/research/glo...
May 9, 2025 at 8:53 AM
Geeft het Trumpisme de kus des doods aan de naoorlogse wereldorde of slaan de golven van Trump 2.0 uiteindelijk stuk op weerbarstige oevers? ecrresearch.com/research/glo...
Will Trumpism engulf the rest of the world? From Washington to Westminster: how one man reshapes global politics. Meet the countries swept by the populist wave—and those fighting back. Find out who wins, who loses, and what it means for financial markets ecrresearch.com/research/glo...
May 8, 2025 at 11:33 PM
Will Trumpism engulf the rest of the world? From Washington to Westminster: how one man reshapes global politics. Meet the countries swept by the populist wave—and those fighting back. Find out who wins, who loses, and what it means for financial markets ecrresearch.com/research/glo...