Andy Langenkamp

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Andy Langenkamp

Andy Langenkamp

@AndyLangenkamp

Senior analyst at ECR Research & ICC Consultants. Geopolitics/economy/financial markets. Words in @FT, @guardian, @thehill, @Forbes, @Politico, @FD_Nieuws et al

Katılım Ağustos 2009
5.1K Takip Edilen1.7K Takipçiler
Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Interventions like those involving Iran are not isolated events. They are part of a broader transformation – one in which the decline of the existing order, the reshaping of coalitions, and the redefinition of sovereignty are unfolding all at once theloop.ecpr.eu/why-regime-cha…
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Woofers
Woofers@NotWoofers·
Total media chaos today with regards to Iran. JD is going, then he's not. Then he's actually already en route, then he's not. Iran will sign a deal, actually no that's not true. It doesn't matter if they sign a deal because they're going to get bombed. The Iranians are coming to Islamabad. Actually no they aren't. Well, again, don't worry because it doesn't matter but also we are close to a deal.
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
After being feted for approximately five minutes as the ultimate “Trump-whisperer” and a great hire, Mandelson managed to score the hat trick and secure his third controversy-related resignation bloomberg.com/news/newslette…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
The recent S&P 500 rally marked only the 5th time this century it rallied so far this fast & the first such rally to race to an all-time high. All previous such rebounds came from terribly oversold conditions driven by bad news & two proved fools’ rallies bloomberg.com/opinion/newsle…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
If a blue wave materializes, Democrats have a chance to ride it to Senate control (through North Carolina, Ohio, Alaska, Maine and possibly Texas and Iowa) nytimes.com/2026/04/20/ups…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
"having already ample information about Mandelson’s long friendship with Epstein, lack of curiosity in Downing St about the outcome of security checks speaks volumes. Starmer conducted the appointment in a fashion that made it unwelcome for doubts to be raised about his judgment"
Bloomberg@business

GUBU - or "Grotesque, Unbelievable, Bizarre, and Unprecedented” - was coined by Conor Cruise O’Brien to describe Irish scandal in the 80s. It applies pretty well to the UK's Epstein agonies too, writes Martin Ivens (via @opinion) bloomberg.com/opinion/articl…

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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
In the past six months, top executives from three large oil and metals traders have attended publicly documented meetings with the president at the White House — more than the total for the prior 25 years bloomberg.com/news/articles/…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Bestaat de energietransitie eigenlijk wel? De wereld stoot elk jaar meer CO₂ uit dan het jaar ervoor. Fossiele brandstoffen vangen nog altijd meer dan de helft van de extra energievraag op. En die vraag groeit snel. fd.nl/economie/15924…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
De toekomst was en is elektrisch. Er is geen weg terug naar de verbrandingsmotor. Maar allerlei autobouwers richten zich weer op fossiel. Dan is falen van Europese autobouwers niet het gevolg van gebrek aan kwaliteit, maar van verkeerde strategische keuzes fd.nl/bedrijfsleven/…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Om Orbán af te zetten, had je een Magyar nodig. Dat gezegd hebbende: hij lijkt verdomd veel op hem. Hij is ook vrij populistisch fd.nl/politiek/15933…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Meeste analyses stellen het tegenovergestelde: dat Netanyahu het buitenlandbeleid van Amerika heeft gekaapt ⁦@volkskrant⁩ ⁦@jjholtland
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Voorzichtig met euforie over Hongarije: 1) Magyar was tot voor kort gewoon Orbanista 2) Hij heeft de nodige rechts-populistische trekjes 3) Veel Hongaarse instituties zijn tot op het bot georbaniseerd 4) In Oost-Europa zitten nog enkele Orban Lights op het pluche ⁦@nrc
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Dit is dus economisch bezien de volstrekt onjuiste reactie op gestegen brandstofprijzen; dergelijke maatregelen doen niets om de vraag terug te dringen. Maar ja, voor politici is het de electoraal makkelijkste weg. ⁦@nrc
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Radicaalrechts mag even down zijn, maar is zeker niet out. Wel lijken recente ontwikkelingen de inherente spanning bij rechtspopulisten duidelijker bloot te leggen: internationale samenwerking botst uiteindelijk op de grenzen van gepredikt nationalisme. @nrc@rik_rutten
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Beyond Hormuz — The Geopolitics of Chokepoints From straits to Taiwan, from SWIFT to undersea cables, the global economy depends on a small number of vulnerable nodes. My latest Global Political Analysis maps this new geography of global vulnerability ecrresearch.com/research/globa…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
Hegseth exemplifies vanity; not per se via shirtless photos & shellacked hair, but through the insistence that his way is His & the only way. That God's bestowed a unique blessing on America, whose might proves its right & whose killing is a kind of grace static.nytimes.com/email-content/…
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Andy Langenkamp
Andy Langenkamp@AndyLangenkamp·
In normal times, we'd be talking nonstop about the fact that the lethal behemoth of the US military is under the supervision of someone who holds extreme religious beliefs and not only admits but brags about the extent to which they define and drive him static.nytimes.com/email-content/…
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