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Zeit nach vorn zu schauen in Deutschland und der Welt: wo Gefahr ist, wächst das Rettende auch. Wir müssen aber mal anfangen. Mein Ausblick auf 2026. @kielinstitute
Moritz Schularick: „Das Wachstum des nächsten Jahrzehnts wird nicht von den Autos kommen“ (von Alexander Wulfers)
faz.net/aktuell/wirtschaft/i…
Moritz Schularick retweeted
Europe plans up to €800bn for rearmament. New Kiel Report by Nathan Lane @straightedge: this can boost the wider economy, but only if policy is designed for it. Civilian spillovers aren’t automatic. Procurement, the biggest lever, is th least understood👉 kielinstitut.de/media/news/e…
Moritz Schularick retweeted
Germany and France want a “Made in Europe” rule for cars. @MSchularick: “What Europe needs is not ‘Made in Europe’ but ‘Made with Europe’: an alliance of the middle powers willing to set common rules of origin and face China’s distortions together.” 👉 kielinstitut.de/media/news/f…
Moritz Schularick retweeted
🇨🇳🇪🇺 New Kiel Policy Brief: Europe’s “China Shock 2.0” response adds tools but lacks a strategic goal. It proposes a European economic-security instrument – &, as a first step, extending the EV duties to hybrids 👇 kielinstitut.de/media/news/c…
@MSchularick @julianhinz @SanderTordoir
Moritz Schularick retweeted
📢 New semester in Germany, and we have a special event for you: Harvard economist Dani Rodrik on populism, the globalization backlash and remedies.
Inaugural Hamburg–Kiel Lecture, Oct 31, Hamburg!
Register now 👉 kielinstitut.de/events/dani-…
Students, researchers, practitioners & everyone curious welcome!
Moritz Schularick retweeted
Wie weiter mit der Exzellenzstrategie? Max-Planck-Präsident Cramer plädiert für weniger geförderte Standorte und mehr Geld für einzelne Spitzenforscher statt immer neue Strukturen. Mit großzügiger Ausstattung und hohen Overheads. Das Max-Planck-Prinzip für Universitäten?
"Wir haben viele Exzellenzuniversitäten, gehören aber international trotzdem nicht zur Spitze"
Max-Planck-Präsident Cramer über Reformbedarf der Exzellenzstrategie, Chancen bei KI, Jagd nach Spitzenkräften und Umgang mit China.
Im Wiarda-Blog: jmwiarda.de/blog/2026/10/08/…
Moritz Schularick retweeted
🎧 Die Bundeswehr startet den Podcast „Generaldebatte“ und lädt zur ersten Folge einen ihrer hartnäckigsten Kritiker ein: @MSchularick. Mit Heeresinspekteur Christian Freuding ist er sich bei der Bedrohung durch Russland einig, beim Geld nicht👉 open.spotify.com/episode/1Q0…
📸Bundeswehr/Christoph Kassette
Moritz Schularick retweeted
🇺🇦 Of the €100bn Germany reports as "bilateral aid to Ukraine," only €41.7bn actually went to Ukraine, our new Kiel Policy Brief shows. €35.9bn was spent within Germany, and €22bn are future military commitments 👉 kielinstitut.de/media/news/u…
Military aid: about €22.7bn provided in 2022–25 and €11.6bn budgeted for 2026, plus €22bn in future promises. Since June 2025, Germany no longer publishes details on its military aid.
"Germany is clearly Europe's biggest donor to Ukraine. But the €100bn figure is misleading and wrongly labeled as 'bilateral aid to Ukraine'," says @Ch_Trebesch.
The tracker data is now updated through August 2026.
Moritz Schularick retweeted
Apply by October 31, 2026 for Next-Geo 2027, our one-year research and training program in geoeconomics for advanced PhD students and early postdocs in Europe.
👉 kielinstitut.de/institute/ca…
Please share with anyone who should apply! With @cepr_org, Bocconi IEP and Oxford Economics.
Moritz Schularick retweeted
Register now: On Oct 14 in Berlin, Mark Harrison, Sönke Neitzel & @MSchularick debate how Europe can build the industrial base for credible deterrence – and what a century of war economies teaches us. Moderated by @EngelkeAnna 👉 kielinstitut.de/events/lesso…
Moritz Schularick retweeted
🚢 Next Kiel Trade Talk: Yonggeun Jung (University of Florida) on measuring maritime trade with satellite imagery, including Russian shipping after the 2022 sanctions. Tomorrow, 12:00–13:00 CET 👉 kielinstitut.de/events/semin… #KielTradeTalks
Moritz Schularick retweeted
The 1st Women in International Trade (WIT) European Conference is coming, co-organized by our Head of Industrial Policy, Katharina Erhardt. An important initiative, and we're glad to be part of it!
The 1st Women in International Trade (WIT) European Conference starts tomorrow in Gerzensee, Switzerland.
30 September - 2 October
Programme: ow.ly/rjXl50ZSyKB
Event partners: @kielinstitute @cage_warwick
Organisers: Esther Ann Bøler, @Kathi_Erhardt, @MartinaMagli1, @m_saintmary
Moritz Schularick retweeted
📢 Reminder: Jetzt noch anmelden 👉 kielinstitut.de/de/veranstal…
Wie kann sich SH in Zeiten wachsender geoökonomischer Risiken & tiefgreifender Transformation positionieren? Diskussion mit @MSchularick, Claus Ruhe Madsen, Andreas Wenzel, Marianne Boskamp, Thomas Buhck & Laura Pooth.
Mehr Wettbewerbsfähigkeit, mehr Resilienz: Schleswig-Holstein steht vor wichigen Weichenstellungen. @MSchularick, Claus Ruhe Madsen, Andreas Wenzel, Marianne Boskamp, Thomas Buhck & Laura Pooth diskutieren darüber bei nordwärts am 2. Oktober in Kiel 👉 kielinstitut.de/de/veranstal…
Moritz Schularick retweeted
1/8 Rudolf Scharping und ich haben uns gefragt: Welche Bundeswehr wollen wir eigentlich? Deutschland wird Hunderte Milliarden Euro für Verteidigung ausgeben. Das ist notwendig. Aber Geld allein beantwortet nicht, welche Streitkräfte damit entstehen sollen.
zeit.de/politik/deutschland/…
Moritz Schularick retweeted
Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.
Moritz Schularick retweeted
📊 Joint Economic Forecast, Autumn 2026: The institutes expect German GDP growth of 1.3% (2026), 1.1% (2027) and 0.4% (2028). A recovery, yes, but high energy prices, structural problems and deficits weigh on it.
All details 👉 kielinstitut.de/media/news/r…
Moritz Schularick retweeted
Krasse Recherche von @ChSchweppe:
Offiziell sagt die Bundesregierung, sie wolle sicherheitspolitisch von den USA mit ihrem irrlichternden Präsidenten unabhängiger werden.
In Wahrheit unterschreibt sie lauter Knebelverträge mit US-Waffenherstellern.
zeit.de/wirtschaft/2026-09/a…
Moritz Schularick retweeted
We have just finished the inaugural meeting of the Rhine Group. We discussed the central elements of Europe's competitiveness agenda, including basic science, AI/compute and cybersecurity, defense, energy, entrepreneurship/start-ups.
I will be updating you on any progress we may have. Some of the projects we will pursue include:
- We'll help Europe catch up on compute (Mario Draghi diagnosed the problem and some solutions in a recent FT piece)
- We’ll help European universities and scientific institutions and explore a Rhine Chair program with European universities.
- We’ll work on some key EU policy challenges, including facilitating the flow of capital to entrepreneurs.
- We will set up a grants program that I will explain and announce here.
Moritz Schularick retweeted
Thank you @kielinstitute! It is a great honor to receive the 2026 Bernhard Harms Prize. The list of former recipients is amazing, with many giants in international finance, trade and macroeconomics.
🎉 We're proud to announce that @pogourinchas (@UCBerkeley, former @IMFNews Chief Economist) will receive the 2026 Bernhard Harms Prize! Honored for pioneering, field-shaping work on global imbalances, capital flows & the dollar's role in the international monetary system.
Award Ceremony at the 5th Kiel-CEPR Conference on Geoeconomics in Berlin, Nov 3-4!
👉 kielinstitut.de/research/pub…
