Episode 146: European Manufacturing and Global Trade
German industry is facing headwinds: a sluggish domestic economy, instability in the transatlantic trade relationship, and unfair global trade practices. Bertram Kawlath, the president of Europe’s largest industrial association (VDMA), joins The Zeitgeist to assess trends in the global …
AGI Asks: Assessing the First Year of the Merz Government
Friedrich Merz was sworn in as Germany’s chancellor on May 6, 2025. The country faces its biggest challenges in a generation: a sluggish economy, Russia’s ongoing aggression in Ukraine, a …
Can a Critical Minerals Pact Compartmentalize Transatlantic Trade?
On April 24, U.S. Trade Representative Jamieson Greer and EU Trade and Economic Security Commissioner Maros Šefčovič agreed to an Action Plan for Critical Minerals Supply Chain Resilience, committing the …
Episode 144: Economic Resilience as Economic Security
The world’s leading economies are putting economic security at the top of their policy concerns. Among them, the European Union is taking a risk-based approach that seeks to deter weaponizable …
The Transatlantic Relationship and the Future Global Trading System
Today’s challenges to the global trading system are exacerbating a dynamic that is at least a decade old. Since the failure of the Doha Round of multilateral trade negotiations to …
Episode 140: The Transatlantic Relationship in a Transforming Global Trading System
How have increased geopolitical competition and changing trade policy objectives affected the transatlantic relationship, and what are the shared priorities for German and U.S. business? On this episode of The Zeitgeist, CEO of DHL …
The United States and WTO Reform
While the Trump administration’s trade policy has gained attention for the series of bilateral tariff-raising deals it orchestrated in 2025, at the end of last year, the United States also …
It’s the Single Market, Stupid
James Carville, President Bill Clinton’s campaign strategist, famously quipped about the 1992 U.S. election that, “it’s the economy, stupid.” That kind of simple—but not simplistic—communication about political priorities will be …
Episode 135: Reenergizing the German Economy
The German economy is stagnating, and Chancellor Friedrich Merz has promised an autumn of reforms. But are the government’s policies enough to restore competitiveness? Berenberg Chief Economist Holger Schmieding joins …
The Supreme Court and the Global Trading System
This week the Supreme Court is hearing oral arguments in a case brought by five small businesses (V.O.S. Selections, Inc. v. Trump) challenging the president’s authority to use the 1977 …
Peering into the Global Trading System of 2035
The year is 2035. During much of the last twenty-five years, the international economic system has faced tumult. Geopolitical fractures and domestic political upheavals played their part as they steered …
Episode 131: Multilateralism in a Fragmenting Global Trading System
The global trading system is in flux, with increased multipolarity and uncertainty. Disruptions in supply chains and concerns about sustainability and national security have caused countries to reexamine trade policies. …




