Carsten Bonde Pedersen
@insightview.eu
Global Political and Macroeconomic Analysis
Located in Denmark
Located in Denmark
Although VW is making its decision based on facts on the ground, there is no doubt that, with that statement, VW will need a great many public relations managers to explain to the German public and politicians what is unavoidable. www.ft.com/content/b772...
VW says it can halve EV development costs with ‘Made in China’ car
German automaker is seeking to reclaim share in the world’s biggest market
www.ft.com
November 25, 2025 at 10:57 AM
Although VW is making its decision based on facts on the ground, there is no doubt that, with that statement, VW will need a great many public relations managers to explain to the German public and politicians what is unavoidable. www.ft.com/content/b772...
Insightview talks with Jens Eskelund, President of the EU Chamber of Commerce in China, about the Chinese economy and Europe’s slow de-risking. Listen to the answer to “whether there are examples where the EU has managed to de-risk?" insightview.eu/macro_articl...
Podcast interview: Why is the EU's dependence on China increasing? Sometimes, China simply wins because it is better
insightview.eu
November 24, 2025 at 1:09 PM
Insightview talks with Jens Eskelund, President of the EU Chamber of Commerce in China, about the Chinese economy and Europe’s slow de-risking. Listen to the answer to “whether there are examples where the EU has managed to de-risk?" insightview.eu/macro_articl...
The White House (showing unusually low moral standards) is using the Ukraine plan as a classic “Donald Trump diversion” (“I never do anything wrong”), intended to draw attention away from the Epstein files. It is not working.
www.nytimes.com/2025/11/22/o...
www.nytimes.com/2025/11/22/o...
Opinion | Trump Says the Epstein Documents Will Hurt Democrats, Too. Maybe That’s a Good Thing.
www.nytimes.com
November 23, 2025 at 5:55 AM
The White House (showing unusually low moral standards) is using the Ukraine plan as a classic “Donald Trump diversion” (“I never do anything wrong”), intended to draw attention away from the Epstein files. It is not working.
www.nytimes.com/2025/11/22/o...
www.nytimes.com/2025/11/22/o...
It is good to be the king www.economist.com/business/202...
Donald Trump and the rise of “insider capitalism”
The returns to access in America are soaring
www.economist.com
November 21, 2025 at 5:18 AM
It is good to be the king www.economist.com/business/202...
Empty vessels make the most noise. Yet another defeat. Donald Trump is in marked retreat due to domestic cost-of-living problems. Brazil has made no concessions.
www.ft.com/content/4e35...
www.ft.com/content/4e35...
Donald Trump lifts 40% tariff on some Brazilian food products
White House cites ‘initial progress’ in trade talks with Brasília as it battles discontent over cost of living at home
www.ft.com
November 21, 2025 at 4:27 AM
Empty vessels make the most noise. Yet another defeat. Donald Trump is in marked retreat due to domestic cost-of-living problems. Brazil has made no concessions.
www.ft.com/content/4e35...
www.ft.com/content/4e35...
This analysis by Thomas L. Friedman is highly relevant. The challenge is how to coexist peacefully in a 'poly world'. The world may be lacking a common threat - perhaps an asteroid threatening the entire planet, although even that would not necessarily be a guarantee
www.nytimes.com/2025/11/10/o...
www.nytimes.com/2025/11/10/o...
Opinion | Welcome to Our New Era. What Do We Call It?
www.nytimes.com
November 12, 2025 at 7:01 AM
This analysis by Thomas L. Friedman is highly relevant. The challenge is how to coexist peacefully in a 'poly world'. The world may be lacking a common threat - perhaps an asteroid threatening the entire planet, although even that would not necessarily be a guarantee
www.nytimes.com/2025/11/10/o...
www.nytimes.com/2025/11/10/o...
The US tech rally rests on two key assumptions: (1) historic investments in AI will secure rising EPS, and (2) Trump guarantees no regulatory barriers to the development of AI. Both assumptions are under pressure: (1) China is commoditising AI, and (2) Trump is facing growing political opposition.
November 9, 2025 at 4:38 PM
The US tech rally rests on two key assumptions: (1) historic investments in AI will secure rising EPS, and (2) Trump guarantees no regulatory barriers to the development of AI. Both assumptions are under pressure: (1) China is commoditising AI, and (2) Trump is facing growing political opposition.
Poland will not wait for the EU, which unfortunately is no faster than its weakest link. A very sensible decision. www.bloomberg.com/news/article...
Poland Wants Its Own Drone Wall To Counter Russian Threat
Poland plans to start building a national anti-drone system within months, without waiting for the European Union’s “drone wall” initiative, the country’s deputy defense minister said.
www.bloomberg.com
November 4, 2025 at 6:03 AM
Poland will not wait for the EU, which unfortunately is no faster than its weakest link. A very sensible decision. www.bloomberg.com/news/article...
Trump has only gone after easy targets — namely allies, who are now being forced to pay “protection money” — and carried out hit-and-run attacks on weak enemies such as Iran (as if this solved the topic). But Trump appears cornered when it comes to China and Russia. www.bloomberg.com/opinion/arti...
Why China and Russia Aren’t Scared of the US
President Donald Trump relishes power — its relentless accumulation at home; its bold, assertive use abroad. For 10 months, he has aggressively wielded US power to renegotiate key relationships and cu...
www.bloomberg.com
October 30, 2025 at 5:36 AM
Trump has only gone after easy targets — namely allies, who are now being forced to pay “protection money” — and carried out hit-and-run attacks on weak enemies such as Iran (as if this solved the topic). But Trump appears cornered when it comes to China and Russia. www.bloomberg.com/opinion/arti...
One may agree or disagree with the conclusion, but it is one of the best analyses of Xi Jinping. The headline of the article naturally relates to the fact that Wang Huning, who is a close adviser to Xi, wrote a book in 1988 titled 'America Against America'.
www.foreignaffairs.com/china/agains...
www.foreignaffairs.com/china/agains...
China Against China
Xi Jinping confronts the downsides of success.
www.foreignaffairs.com
October 29, 2025 at 10:36 AM
One may agree or disagree with the conclusion, but it is one of the best analyses of Xi Jinping. The headline of the article naturally relates to the fact that Wang Huning, who is a close adviser to Xi, wrote a book in 1988 titled 'America Against America'.
www.foreignaffairs.com/china/agains...
www.foreignaffairs.com/china/agains...
Does President Trump share Marco Rubio's view— or will the White House continue to manage other countries' destinies as it suits the United States?
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Rubio Says US Won’t Change Taiwan Policy for China Deal
Secretary of State Marco Rubio said the Trump administration will not abandon long-standing US support for Taiwan in negotiations with China to reach a trade agreement.
www.bloomberg.com
October 28, 2025 at 7:10 AM
Does President Trump share Marco Rubio's view— or will the White House continue to manage other countries' destinies as it suits the United States?
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Hungary’s opposition leader is poised for a significant election victory next year, even though both Putin and Trump support Viktor Orbán. apnews.com/article/hung...
Hundreds of thousands of Hungarians attend rival rallies in Budapest as Orbán faces election test
Hundreds of thousands of Hungarians have filled the streets of Budapest in competing demonstrations.
apnews.com
October 27, 2025 at 5:17 AM
Hungary’s opposition leader is poised for a significant election victory next year, even though both Putin and Trump support Viktor Orbán. apnews.com/article/hung...
EU politicians are acting as if the Union has plenty of time. But it is already five past twelve. The EU is under massive geopolitical pressure. Pressure from destructive forces within, who want a weak EU, is not making things any easier www.politico.eu/article/parl...
Parliament stalls EU’s first effort to simplify rules for business
Move sets up a clash with the European Commission and EU leaders, who are on a drive to roll back legislation quickly.
www.politico.eu
October 23, 2025 at 5:02 AM
EU politicians are acting as if the Union has plenty of time. But it is already five past twelve. The EU is under massive geopolitical pressure. Pressure from destructive forces within, who want a weak EU, is not making things any easier www.politico.eu/article/parl...
There are consequences to shouting before thinking. The Trump administration has painted itself into a corner. Now it risks becoming evident to everyone – including the White House and the American people
www.ft.com/content/c2fd...
www.ft.com/content/c2fd...
China is well positioned for a trade showdown with Trump
Rare earths are not the only Chinese product that America would struggle to replace
www.ft.com
October 20, 2025 at 1:17 PM
There are consequences to shouting before thinking. The Trump administration has painted itself into a corner. Now it risks becoming evident to everyone – including the White House and the American people
www.ft.com/content/c2fd...
www.ft.com/content/c2fd...
"It's Good To Be The King"
www.ft.com/content/2ea2...
www.ft.com/content/2ea2...
FT Investigation: How the Trump companies made $1bn from crypto
The president and his family have built a rapidly growing digital assets empire which has been fuelled by the administration’s industry-friendly policies
www.ft.com
October 16, 2025 at 5:19 AM
"It's Good To Be The King"
www.ft.com/content/2ea2...
www.ft.com/content/2ea2...
The USA needs allies. In that regard, it is losing on all fronts. (1) The dependency of European NATO allies on China is increasing. (2) Beijing’s long-term commitment to Africa is now paying back, with Chinese exports to the continent growing at an unprecedented rate insightview.eu/macro_articl...
Beijing Has the Strategic Upper Hand Over the USA - and Its Investment in Africa Is Now Paying Back Threefold
insightview.eu
October 14, 2025 at 7:13 AM
The USA needs allies. In that regard, it is losing on all fronts. (1) The dependency of European NATO allies on China is increasing. (2) Beijing’s long-term commitment to Africa is now paying back, with Chinese exports to the continent growing at an unprecedented rate insightview.eu/macro_articl...
Huang Jensen about European AI: “The problem in Europe and in France is: You are too slow…..It’s like your wine. You wait for it to age, to be perfect.” www.bloomberg.com/news/article...
Europe Fights for AI Independence to Avoid Becoming Tech ‘Colony’
In June, French president Emmanuel Macron held an exclusive dinner at the Élysée Palace with a special guest: Nvidia’s Jensen Huang. Wine glasses clinked in honor of a deal his company had just unveil...
www.bloomberg.com
October 14, 2025 at 4:58 AM
Huang Jensen about European AI: “The problem in Europe and in France is: You are too slow…..It’s like your wine. You wait for it to age, to be perfect.” www.bloomberg.com/news/article...
Reposted by Carsten Bonde Pedersen
Dutch government intervenes at Chinese-owned chipmaker Nexperia
https://asia.nikkei.com/business/technology/dutch-government-intervenes-at-chinese-owned-chipmaker-nexperia
https://asia.nikkei.com/business/technology/dutch-government-intervenes-at-chinese-owned-chipmaker-nexperia
Dutch government intervenes at Chinese-owned chipmaker Nexperia
Cites worries over possible transfer of crucial technology
asia.nikkei.com
October 13, 2025 at 1:25 AM
Dutch government intervenes at Chinese-owned chipmaker Nexperia
https://asia.nikkei.com/business/technology/dutch-government-intervenes-at-chinese-owned-chipmaker-nexperia
https://asia.nikkei.com/business/technology/dutch-government-intervenes-at-chinese-owned-chipmaker-nexperia
Insightview taler med Kasper Hallenborg, leder af SDU’s Mærsk Mc-Kinney Møller Institut, om AI, robotter, droner, demografi og produktivitet – og ligeledes om hvorfor danske flådefartøjer kan og bør bygges i Danmark, ifølge Kasper. insightview.eu/macro_articl...
Podcast interview with Kasper Hallenborg, Head of SDU's Maersk Mc-Kinney Moller Institute: Building a Smarter and More Independent Europe - The Role of AI and Robotics
insightview.eu
October 10, 2025 at 6:18 AM
Insightview taler med Kasper Hallenborg, leder af SDU’s Mærsk Mc-Kinney Møller Institut, om AI, robotter, droner, demografi og produktivitet – og ligeledes om hvorfor danske flådefartøjer kan og bør bygges i Danmark, ifølge Kasper. insightview.eu/macro_articl...
EU as a Loyal Vassal in an American Empire of Rules? www.ft.com/content/678f...
US demands EU dismantle green regulations in threat to trade deal
Washington wants American companies to be exempted from rules such as having to draw up climate transition plans
www.ft.com
October 9, 2025 at 4:27 AM
EU as a Loyal Vassal in an American Empire of Rules? www.ft.com/content/678f...
“If China is doing this for national security reasons, the question is why Europe does not reciprocate by applying the same standard…..” www.ft.com/content/7d08...
China curbs use of Nokia and Ericsson in telecoms networks
Beijing’s national security drive hits European groups even as Huawei maintains its business on the continent
www.ft.com
October 2, 2025 at 4:00 AM
“If China is doing this for national security reasons, the question is why Europe does not reciprocate by applying the same standard…..” www.ft.com/content/7d08...
Skal man stå sammen i en krisetid, kræver det, at de politiske ledere handler fremfor tomme slogans. Vælgerne gider ikke flere søforklaringer, men kræver handling. Den militære sårbarhed har længe været tydelig. Lyt til podcast fra januar 2025.
insightview.eu/macro_articl...
insightview.eu/macro_articl...
Podcast Interview with military analyst Rasmus Ross: Today's wars demand technological and industrial flexibility on an unprecedented scale
insightview.eu
September 30, 2025 at 6:01 AM
Skal man stå sammen i en krisetid, kræver det, at de politiske ledere handler fremfor tomme slogans. Vælgerne gider ikke flere søforklaringer, men kræver handling. Den militære sårbarhed har længe været tydelig. Lyt til podcast fra januar 2025.
insightview.eu/macro_articl...
insightview.eu/macro_articl...
Yet another step away from the United States and China: Germany sits on a lithium treasure – “great potential” in Saxony-Anhalt. www.merkur.de/wirtschaft/g...
Kritische Rohstoffe: Deutschland sitzt auf Lithium-Schatz – „großes Potenzial“ in Sachsen-Anhalt
Lithium wird für den Westen immer wichtiger. Aktuell ist Deutschland noch auf Zulieferer angewiesen. Das soll sich langfristig ändern.
www.merkur.de
September 29, 2025 at 2:32 PM
Yet another step away from the United States and China: Germany sits on a lithium treasure – “great potential” in Saxony-Anhalt. www.merkur.de/wirtschaft/g...
De seneste dronekrænkelser i DK rejser spm, om Forsvaret, Politiet og Trafikstyrelsen har en effektiv ansvarsfordeling. Hvad blev der af et DK overvågningssystem for droner? Tænkes der tilstrækkeligt utraditionelt: hvordan opdager vi et fjendtligt fragtskib med 200 bevæbnede droner i lasten?
September 25, 2025 at 5:42 AM
De seneste dronekrænkelser i DK rejser spm, om Forsvaret, Politiet og Trafikstyrelsen har en effektiv ansvarsfordeling. Hvad blev der af et DK overvågningssystem for droner? Tænkes der tilstrækkeligt utraditionelt: hvordan opdager vi et fjendtligt fragtskib med 200 bevæbnede droner i lasten?