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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/wirtsc…
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Moritz Schularick retweeted
A “China shock 2.0” is raising concerns across many countries. But how does Chinese growth actually propagate abroad?
In a new @cepr_org paper with @paulabeltrans and Lukas Franz (@kielinstitute), we use data on almost 10 million firms in 37 countries to unpack the channels. 🧵
In a new @cepr_org paper with @paulabeltrans and Lukas Franz (@kielinstitute), we use data on almost 10 million firms in 37 countries to unpack the channels. 🧵
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Moritz Schularick retweeted
Opening policy panel with @ojblanchard1 (CEPR), @nicolange_, Stefano Scarpetta (OECD), @MSchularick (CEPR) and @bweder (CEPR President), moderated by Martin Sandbu (FT). Closing remarks by @dfilizunsal (OECD).
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Moritz Schularick retweeted
Day 2 of the 5th Kiel-CEPR Conference on Geoeconomics is underway in Berlin. Day 1 was too busy to post, so here are some 📷highlights: keynotes by Johann Wadephul & Carmen Reinhart, plus a panel with Wadephul, Susanne Wiegand & @MSchularick, moderated by Sarah Kelly.
© Kiel Institut | Tanja Schnitzler
© Kiel Institut | Tanja Schnitzler
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Moritz Schularick retweeted
On Wednesday, @pogourinchas received the 2026 Bernhard Harms Prize for his research on global imbalances, capital flows & the international monetary system, presented by @MSchularick, w/ a laudatio by Philip Lane.
Read more including Lane’s full laudatio 👉kielinstitut.de/events/prizes-…
Read more including Lane’s full laudatio 👉kielinstitut.de/events/prizes-…
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Moritz Schularick retweeted
Ich habe noch nie verstanden, warum Law and Order nicht ein genuin linkes Thema ist.
Niemand braucht befriedete städtische Räume mehr als arme Leute, die nicht ausweichen können in die grünen Vorstädte oder in Gated Communities.
Was ist daran so schwer zu verstehen?
Niemand braucht befriedete städtische Räume mehr als arme Leute, die nicht ausweichen können in die grünen Vorstädte oder in Gated Communities.
Was ist daran so schwer zu verstehen?
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Moritz Schularick retweeted
🚗 Ab Sonntag drohen Warnstreiks, VW meldet heute einen Milliardenverlust. Lohnverzicht allein rettet die Autoindustrie aber nicht, sagt Dirk Dohse.
„Wer jetzt nur über Lohnprozente streitet – auf beiden Seiten –, führt die falsche Debatte.“
👉 kielinstitut.de/de/medien/aktu…
„Wer jetzt nur über Lohnprozente streitet – auf beiden Seiten –, führt die falsche Debatte.“
👉 kielinstitut.de/de/medien/aktu…
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Moritz Schularick retweeted
⏳ 6 days to go – and here is how it all begins: The 5th Kiel-CEPR Conference on #Geoeconomics opens with a policy keynote by @AussenMinDE, followed by a high-level panel. By invitation – requests welcome until today berlin@kielinstitut.de
Full program 👉 kielinstitut.de/institute/even…
Full program 👉 kielinstitut.de/institute/even…
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Moritz Schularick retweeted
⏳ One week to go – is the clock ticking for global debt, too? Our countdown to the 5th Kiel-CEPR Conference on #Geoeconomics continues: keynote by Carmen Reinhart @Kennedy_School.
Program 👉 kielinstitut.de/institute/even…
By invitation – requests welcome at berlin@kielinstitut.de
Program 👉 kielinstitut.de/institute/even…
By invitation – requests welcome at berlin@kielinstitut.de
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Moritz Schularick retweeted
⏳ 8 days to go until the 5th Kiel-CEPR Conference on #Geoeconomics in Berlin. Among the highlights: our panel on Economic Security – when do dependencies on critical raw materials become strategic vulnerabilities? By invitation – requests welcome at berlin@kielinstitut.de
👉 kielinstitut.de/institute/even…
👉 kielinstitut.de/institute/even…
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„…shifting mindsets among German defence officials after years of slow and bureaucratic procurement focused on big defence contractors. Berlin is increasingly open to buying weapons from start-ups …“
🏃🏼♂️➡️🏃🏼➡️🎉🎉
giftarticle.ft.com/giftarticle/ac…
🏃🏼♂️➡️🏃🏼➡️🎉🎉
giftarticle.ft.com/giftarticle/ac…
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Moritz Schularick retweeted
5/ The starting point was Mark Harrison’s new Kiel Report “Industrial policy for defence: Lessons from history”: kielinstitut.de/media/news/ten…
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📺 How can Europe build a defence economy that makes deterrence credible? Mark Harrison, Sönke Neitzel and @MSchularick discussed the lessons of a century of war economies in Berlin. Watch the full panel: youtube.com/watch?v=jIh9Cx…
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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/eur…
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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/for…
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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/chi…
@MSchularick @julianhinz @SanderTordoir
@MSchularick @julianhinz @SanderTordoir
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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-ro…
Students, researchers, practitioners & everyone curious welcome!
Inaugural Hamburg–Kiel Lecture, Oct 31, Hamburg!
Register now 👉 kielinstitut.de/events/dani-ro…
Students, researchers, practitioners & everyone curious welcome!
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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/2026/10/0…
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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/1Q03fJ…
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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/ukr…
Military aid: about €22.7bn €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.
Military aid: about €22.7bn €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.
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