Niclas Poitiers
@niclaspoitiers.bsky.social
📤 368
📥 417
📝 13
Research Fellow at Bruegel, working on European Trade and Industrial Policy
reposted by
Niclas Poitiers
Finbarr Bermingham
13 days ago
Germany's unlikely new China hawk - president of central bank, has found his wings. Nagel says EU should be ready to retaliate against Beijing If retaliation is a last resort, “I would say, okay, we have to be strong and have to take a bold decision"
loading . . .
Bundesbank Head Says EU Must Be Ready to Retaliate Against China
Bundesbank President Joachim Nagel said he hopes that Europe can overcome trade difficulties with China, but should be ready to take firm action if necessary.
https://www.bloomberg.com/news/articles/2025-10-24/bundesbank-s-nagel-hopes-for-deal-not-conflict-with-china
2
37
10
This was always a central flaw in the European chips policy: it chased the flashy smartphone chips whereas what Europe industry really depends on is much more mundane
add a skeleton here at some point
14 days ago
0
9
6
reposted by
Niclas Poitiers
Max Bergmann
15 days ago
European Council summits are often treated by outside observers as foreign policy-style summits, especially when issues like frozen Russian assets are discussed. But really this is like domestic legislating. There's always haggling. This is how the EU sausage gets made.
0
24
1
reposted by
Niclas Poitiers
Etienne Höra
16 days ago
High time to get rid of the 'bazooka' framing. The ACI is not a magic weapon. It's a new procedural way of threatening retaliation and then imposing it. The effect really depends on the threats the EU is willing to make. Currently we're mainly deterring ourselves with the military analogies.
add a skeleton here at some point
1
4
2
reposted by
Niclas Poitiers
Luca Léry Moffat
17 days ago
Ukraine's central bank has held the country's exchange rate relatively stable in the last year after the initial volatility caused by Russia’s full-scale invasion. But that might be about to change. Read more:
kyivindependent.com/will-ukraine...
0
1
1
reposted by
Niclas Poitiers
Simone Tagliapietra
17 days ago
🏠 Heat pumps are a key enabler of buildings decarbonisation. After a jump during the energy crisis, their deployment has slowed-down. Reversing this is key for climate, security and competitiveness, as Europe is a leading manufacturer of the technology. See:
european-clean-tech-tracker.bruegel.org
0
18
6
reposted by
Niclas Poitiers
Ludger Woessmann
21 days ago
⚡9.-Klässler:innen 2024 vs. 2018: Mathe -24⬇️ Bio -24⬇️ Chemie -24⬇️ Physik -23⬇️ Die neuen Ergebnisse des IQB-Bildungstrends. Ganz grob gesprochen: 9.-Klässler:innen liegen heute etwa auf Niveau der 8.-Klässler:innen noch vor 6 Jahren. 1/3
1
21
14
reposted by
Niclas Poitiers
Finbarr Bermingham
24 days ago
Bloomberg: EU considering forcing Chinese firms to hand over tech to European companies if they want to operate locally. as part of a legislative proposal called the Industrial Accelerator Act - expected in November
loading . . .
EU Considers Forced Tech Transfers for New Chinese Investments
The European Union is considering forcing Chinese firms to hand over technology to European companies if they want to operate locally, in an aggressive new push to make the bloc’s industry more competitive.
https://www.bloomberg.com/news/articles/2025-10-14/eu-considers-forced-tech-transfers-for-new-chinese-investments
2
42
20
reposted by
Niclas Poitiers
Bruegel
25 days ago
🎉 Congratulations to former Bruegel Fellow Philippe Aghion for being awarded the
@riksbank.se
Nobel Prize in Economic Sciences 💡 In 2009, Aghion co-authored a Policy Brief on 'No green growth without innovation', co-authored with Reinhilde Veugelers and David Hémous 🔗
buff.ly/yXNJqEg
loading . . .
No green growth without innovation
This Policy Brief is a reissue of a Policy Brief published by Bruegel in November 2009
https://buff.ly/yXNJqEg
0
1
2
reposted by
Niclas Poitiers
Nicolai von Ondarza
28 days ago
Looking back at yesterday's motions of censure against the EU Commission, they really drove down how France's political crisis is spilling over into the EU: -> Both the far-left and the far-right motions of censures came from French MEPs, uploading their fight against 'centrists'
1
33
14
reposted by
Niclas Poitiers
Christian Odendahl
about 1 month ago
As
#France
is without government once more, it is worth remembering that its total bilateral support for
#Ukraine
is less than that of Sweden, Denmark and the Netherlands. Not combined. Individually, and in €bn not % of GDP.
2
37
13
reposted by
Niclas Poitiers
Max Bergmann
about 1 month ago
So much of the coverage of the EU is hyper-micro. It's all about the sausage making. So story out of Copenhagen European Council is "dithering," "all talk, no action," nothing fully agreed, etc. It's an effing meeting! Take a step back... they are moving on Eurobonds/frozen Russian assets. 1/
5
218
69
reposted by
Niclas Poitiers
Bruegel
about 1 month ago
💢 COVID-19’s economic impact on low-income countries: preparing for the next shock ⛓️💥 How can vulnerable countries better withstand shocks in an era of heightened uncertainty? 🖊️
@niclaspoitiers.bsky.social
and Costanza Greppi Maturana 🔗
buff.ly/Tj41aPW
#EconSky
loading . . .
COVID-19’s economic impact on low-income countries: preparing for the next shock
COVID-19 hit low-income exporters hard, exposing risks from weak diversification and straining trade, supply systems and financial stability
https://buff.ly/Tj41aPW
0
4
1
reposted by
Niclas Poitiers
RETHINK-GSC
about 1 month ago
💡 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗸𝗲𝘆 𝘁𝗼 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀! Stronger research investment, better knowledge transfer, + policies linking trade, tax + innovation are key to resilience. 📽️More:
www.youtube.com/watch?v=t6P7...
#SupplyChains
#Innovation
#EUResearch
@horizoneu.bsky.social
loading . . .
Rethinking Global Supply Chains | Complexity matters
YouTube video by Kiel Institute for the World Economy
https://www.youtube.com/watch?v=t6P76kmaSMU
0
7
4
reposted by
Niclas Poitiers
Nicolai von Ondarza
about 2 months ago
Whether it wants to or not, the EU is quickly being drawn into a mode of needing to contribute to the security of its members. Here we have von der Leyen proclaiming that "We" will respond to every provocation and signaling the further investments in the EU's & NATO's Eastern flank:
add a skeleton here at some point
0
65
16
reposted by
Niclas Poitiers
Bruegel
about 2 months ago
🎙️ EU foreign direct investment, explained
@rebeccawire.bsky.social
discusses with
@niclaspoitiers.bsky.social
& Damien Levie from European Commission's DG Trade on what is at stake as talks start on how to revise the FDI rules.
#EconSky
Listen to the podcast:
loading . . .
EU foreign direct investment, explained
How can the EU coordinate national screening procedures in key sectors when outside investors want to buy in?
https://buff.ly/l3uX6bx
0
4
5
reposted by
Niclas Poitiers
Garvan Walshe
about 2 months ago
Important stuff here by
@jeremycliffe.bsky.social
on the regional elections in NRW, Germany. You’ll see a lot of stories about a “far right surge” (the FT has one this morning). But that happened a couple of years ago. These results record voter shifts that already happened. 1/
add a skeleton here at some point
2
85
36
reposted by
Niclas Poitiers
Simone Tagliapietra
about 2 months ago
JOB POSTING 💼 As we keep expanding our work on energy, climate and clean tech, we at Bruegel - Improving economic policy are now searching for a climate economist to complement our team. Please share/apply!
www.bruegel.org/careers/clim...
loading . . .
Climate economist
Deadline for applications: applications will be reviewed on a rolling basis
https://www.bruegel.org/careers/climate-economist
0
11
10
reposted by
Niclas Poitiers
Bruegel
about 2 months ago
🌱 Towards a Green Procurement Union: trade-offs and strategic choices 📅 24 Sep 2025 13:00-14:00 CET On a new Bruegel paper about public procurement and green transition w/
@niclaspoitiers.bsky.social
, Anna Cavazzini,
@francesconicoli.bsky.social
, Oliver K. Saltoft & Marta Toporek 🔗
buff.ly/MIEhPwz
0
3
2
reposted by
Niclas Poitiers
Ben McWilliams
2 months ago
🚗 Electric vehicle sales grow steadily across Europe. In June, 26% of newly registered cars were electric (compares to 20% in Jun24). Italy and Spain lag the average. Germany edges in front. Belgium, Netherlands and Denmark are far ahead.
european-clean-tech-tracker.bruegel.org/technology/e...
loading . . .
2
14
10
reposted by
Niclas Poitiers
Alicia Garcia Herrero 艾西亞
2 months ago
Some reflections from
@bruegel.org
#BAM
. I am sorry for
#Draghi
,
#Letta
, and others trying to wake up
#European
leaders. Complacency reigns as the economic and political situation deteriorates. We are responsible for our mess and cannot expect any support, on the contrary.
1
0
1
reposted by
Niclas Poitiers
Finbarr Bermingham
2 months ago
@niclaspoitiers.bsky.social
, a trade expert at Bruegel, a Belgian think tank, said the EACO description was “a bit harsh” but acknowledged “there’s some truth to it”. “It doesn’t matter whether it’s fair, the point is deterrence. If it’s not a credible threat... it’s not a deterrent"
1
3
2
reposted by
Niclas Poitiers
Dave Jones
2 months ago
NEW: The first evidence of a solar take-off in Africa☀️✈️ x33 rise in Algeria solar panel imports in the 12 mths to June 2025, compared to previous 12 mths. x8 in Zambia x7 in Botswana x6 in Sudan x3 in each of Liberia, DRC, Benin, Angola, Ethiopia 🧵
30
1625
668
reposted by
Niclas Poitiers
Finbarr Bermingham
3 months ago
NEW: EU and US publish joint statement on trade deal. Language relating to China in this short thread:
policy.trade.ec.europa.eu/news/joint-s...
loading . . .
Joint Statement on a United States-European Union framework on an agreement on reciprocal, fair and balanced trade
The United States and the European Union are pleased to announce that they have agreed on a Framework on an Agreement on Reciprocal, Fair, and Balanced Trade ('Framework Agreement').
https://policy.trade.ec.europa.eu/news/joint-statement-united-states-european-union-framework-agreement-reciprocal-fair-and-balanced-trade-2025-08-21_en
1
22
12
reposted by
Niclas Poitiers
Jean Pisani-Ferry
3 months ago
"Trump has switched the United States’ role from global insurer to extractor of profit". The recent piece by
@adamposen.bsky.social
in
#ForeignAffairs
lucidly spells out the consequences: damaging for everyone, including the US, but less so for
#China
.
www.foreignaffairs.com/united-state...
loading . . .
The New Economic Geography
Who profits in a post-American world?
https://www.foreignaffairs.com/united-states/new-economic-geography-posen
1
10
4
reposted by
Niclas Poitiers
Silvia Merler
3 months ago
#Bruegel
is republishing the classics and I’m super proud that this paper by
@pisaniferry.bsky.social
and myself made the cut. It took a lot of work on then-obscure central bank liquidity data, but it changed the way we look at capital flows within monetary union.
www.bruegel.org/policy-brief...
loading . . .
Sudden stops in the euro area
Internal balance-of-payment crises should be taken as a strong signal of weakness and a wake-up call to reform euro area structures
https://www.bruegel.org/policy-brief/sudden-stops-euro-area-0
0
10
3
reposted by
Niclas Poitiers
Mona Paulsen
3 months ago
I hope the China hawks are comfortable knowing their security concerns have a price tag.
add a skeleton here at some point
0
2
1
reposted by
Niclas Poitiers
Holger Hestermeyer
3 months ago
The survival of any ‘deal’ with Trump ultimately depends on whether he insists on his unreal, unhinged statements - or whether these are just triumphalist brags that are removed from reality, but he will later simply declare the FDI inflow to be the triumph he declared before /1
add a skeleton here at some point
7
48
17
Lot's of excitement about Trumps IEEPA tariffs right now, but how long they will last is anyone's guess. It seems more likely than not that they will be rejected by the appeals court in just a few weeks. In the end it will be in the hand of the supreme court
www.piie.com/blogs/realti...
loading . . .
Trump tariffs and the courts: Round 2
The Federal Circuit Court heard oral arguments today on whether the US president can declare a national emergency and put tariffs on pretty much everything anyone imports into the country. The outcome...
https://www.piie.com/blogs/realtime-economics/2025/trump-tariffs-and-courts-round-2
3 months ago
0
3
0
reposted by
Niclas Poitiers
Nicolai von Ondarza
3 months ago
For whatever it is worth, in my view the EU should judge its self-perception on whatever crazy tariff or Ukraine/Russia policy Trump puts forward, in which the story might still change every day. The real question is whether the EU itself can get its act together.
2
10
1
reposted by
Niclas Poitiers
Aslak Berg
3 months ago
There was a lot of commentary, including from myself, that the EU got the same deal as Japan. Turns out that was wrong - they got a better deal.
add a skeleton here at some point
4
34
13
reposted by
Niclas Poitiers
Bruegel
3 months ago
CALL FOR APPLICATIONS We are looking for one Economist and one Data Scientist to work on energy and climate topics. Applications are reviewed on a rolling basis—apply now! 1️⃣ Data scientist:
buff.ly/bP72njr
2️⃣ Economist:
buff.ly/qOdMnkf
0
1
1
reposted by
Niclas Poitiers
Max Roser
3 months ago
Most electricity in the Netherlands now comes from renewables. This is today's
@ourworldindata.org
Data Insight from my colleague
@simonvanteutem.bsky.social
. All our Data Insights are here:
ourworldindata.org/data-insights
17
354
117
Great paper on the European automotive sector, bringing some nuance to a shrill debate
add a skeleton here at some point
3 months ago
0
3
1
reposted by
Niclas Poitiers
Christian Odendahl
3 months ago
“Instead of pointing fingers, the critics should roll up their sleeves.” Our leader on the EU-US trade deal.
economist.com/leaders/2025...
loading . . .
What opponents of the EU-US trade deal get wrong
Internal reform matters more than external trade
https://economist.com/leaders/2025/07/30/what-opponents-of-the-eu-us-trade-deal-get-wrong
3
30
9
reposted by
Niclas Poitiers
Bruegel
3 months ago
WE ARE HIRING! Bruegel is looking for a skilled Operations Assistant for its office in Brussels to undertake various day-to-day office and operations tasks. 🔗 Apply before Wednesday 13th August 2025, 23:59 CET:
www.bruegel.org/careers/oper...
0
0
2
reposted by
Niclas Poitiers
Jason Furman
3 months ago
In sum, in the first half of this year GDP was relatively weak (1.2%) and core inflation was relatively high (3.0%). This is not a catastrophic recession or inflation but it is a cause for serious concern--and a real quandary for the Fed.
3
36
20
reposted by
Niclas Poitiers
Antonio Fatas
3 months ago
Germany is deliberately alternating between positive and negative growth each quarter just to mock those fixated on the technical definition of a recession.
add a skeleton here at some point
0
41
15
reposted by
Niclas Poitiers
Finbarr Bermingham
3 months ago
“The EU-US deal shows the shambles of European foreign policy. You can’t ring-fence the economy from defence – if you are dependent in your security you won’t be autonomous in commerce,” said Niclas Poitiers, a trade specialist at Bruegel, a Belgian think tank.
1
5
3
reposted by
Niclas Poitiers
Finbarr Bermingham
3 months ago
US confirming EU carve out on pharma and chips probes under 232. So EU tariffs stay at 15% as reported
add a skeleton here at some point
1
22
11
reposted by
Niclas Poitiers
Simone Tagliapietra
3 months ago
It's hard to see how the energy component of the EU-US trade deal can be fulfilled. EU total energy imports from the US amounted to around $70 billion in 2024. The deal implies to suddenly more than triple this volume for the next 3 years. This is unlikely for both demand & supply reasons (1/4)
4
51
15
reposted by
Niclas Poitiers
Nicolai von Ondarza
3 months ago
Brussels blame game on full display here. 1) There is no way the EU Commission went ahead for the deal without prior agreement from France. 2) France, among others, signalled unwillingness for robust reaction as soon as Trump threatened a key French interest (wine).
add a skeleton here at some point
0
27
10
reposted by
Niclas Poitiers
Dmitry Grozoubinski
3 months ago
4/ This means that those confronted with a US willing to hurt itself with tariffs have no good options. I think you can make a credible case both for aggressive resistance and for appeasement. Anyone pretending the choice is easy is, in my view, kidding themselves.
6
218
34
reposted by
Niclas Poitiers
Finbarr Bermingham
3 months ago
EU officials expect there to be a joint statement with the US on yesterday's deal - not-legally binding. This is expected to be along the lines of the US-Indonesia statement from roughly a week ago.
3
52
23
reposted by
Niclas Poitiers
Christopher Leisinger
3 months ago
Not exactly a good day (but perhaps a timely one) to revisit this recent Bruegel analysis on the economic consequences of Trump tariffs on the EU, by
@niclaspoitiers.bsky.social
and colleagues.
www.bruegel.org/analysis/eco...
loading . . .
The economic impact of Trump’s tariffs on Europe: an initial assessment
It is likely that Trump’s tariffs will be a limited hit to Europe, though some regions and industries could suffer and may need protective measures
https://www.bruegel.org/analysis/economic-impact-trumps-tariffs-europe-initial-assessment
0
2
1
The EU-US deal shows the shambles of European foreign policy. You can’t ring-fence the economy from defence – if you are dependent in your security you won’t be autonomous in commerce
add a skeleton here at some point
3 months ago
2
60
23
reposted by
Niclas Poitiers
Finbarr Bermingham
3 months ago
🚨EU sources say deal done with Trump in Scotland
3
30
21
reposted by
Niclas Poitiers
Holger Hestermeyer
4 months ago
Ah Germany. After the allegations of plagiarism against Brosius-Gersdorf, one of the accusers, MP Saskia Ludwig, has been accused of plagiarism by including 86 passages without proper sourcing on 113 pages.
4
82
22
reposted by
Niclas Poitiers
Stephen Kirchner
4 months ago
Good illustration of how tariffs and policy uncertainty are undermining investment in US manufacturing: Richmond Fed capex expectations six months ahead at financial crisis/plague levels in July
0
4
5
reposted by
Niclas Poitiers
Jason Furman
4 months ago
My NYT opinion on the threat to the Fed. I argue it has powerful short-run protections (including interest rates set by a 12 person committee). But it's largely defenseless against a sustained assault by two Presidents in a row.
www.nytimes.com/2025/07/17/o...
2
21
5
Load more
feeds!
log in