Germany's gas storage lags seasonal average

69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling

German election 2025: Not quite a sweeping mandate

Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.

German construction industry is divided

Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

Frank Kelly’s Geopolitical Week Ahead | September 7, 2025

By: Francis (Frank) J. Kelly

France’s government faces a tough no-confidence vote, Japan’s prime minister resigns, Brazil’s former president faces prison, the ECB meets on interest rates, U.S. crypto legislation & regulatory roundtable, and Fed nominee Miran’s surprise move.

Frank Kelly’s Geopolitical Week Ahead | July 20, 2025

By: Francis (Frank) J. Kelly

The EU holds high-level summits with Japan and China, Philippine President Marcos meets with President Trump, Taiwan holds recall elections, and the ECB meets on interest rates

Frank Kelly’s Geopolitical Week Ahead | July 13, 2025

By: Francis (Frank) J. Kelly

President Trump to make “major statement” on Ukraine.

Frank Kelly’s Geopolitical Week Ahead | January 26, 2025

By: Francis (Frank) J. Kelly

Will the Trump Tariffs on Canada, Mexico, and China begin this week? Rubio Goes to Latin America, U.S. Senate confirmation hearings continue, and a big week for Central Banks.

Frank Kelly’s Geopolitical Week Ahead | February 9, 2025

By: Francis (Frank) J. Kelly

The AI Action Summit convenes in Paris, Trump meets with Indian Prime Minister Modi as Secretary of State Rubio meets with EU foreign ministers, and Powell goes to Capitol Hill.

Frank Kelly’s Geopolitical Week Ahead | February 22, 2026

By: Francis (Frank) J. Kelly

Trump’s tariff blow-up, U.S.-Iran tensions spike, Germany’s Merz visits Beijing, Mexican military moves on cartels, and markets await Nvidia’s earnings and central bank speeches

Frank Kelly’s Geopolitical Week Ahead | December 14, 2025

By: Francis (Frank) J. Kelly

Europe steps up efforts for a Ukraine peace deal, Russian President Putin holds his annual call-in show, Chile holds its presidential election runoff, and EU and major central banks meet on interest rates

Frank Kelly’s Geopolitical Week Ahead | August 31, 2025

By: Francis (Frank) J. Kelly

Trump’s tariff deals in doubt.

Frank Kelly’s Geopolitical Week Ahead | August 3, 2025

By: Francis (Frank) J. Kelly

Trump threatens greater sanctions on Russia while sending an envoy to talk with Putin and nuclear subs off Russia’s coast, the tariff wars intensify for some countries, and the Bank of England decides on rates.

Frank Kelly’s Geopolitical Week Ahead | August 17, 2025

By: Francis (Frank) J. Kelly

Trump hosting an extraordinary meeting with Ukrainian president and six European leaders, Israel poised to approve a controversial new West Bank housing plan, China seeks a deal with India on their border dispute, and global central bankers converge on Jackson Hole.