Moritz Schularick

Professor of Economics, President @kielinstitute, @ScPoEcon, @ECON_tribute

[Moritz Schularick @MSchularick]

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

[FAZ Wirtschaft @FAZ_Wirtschaft]

Moritz Schularick: „Das Wachstum des nächsten Jahrzehnts wird nicht von den Autos kommen“ (von Alexander Wulfers)
https://t.co/xpiyMGFtqt

[Adam Posen @AdamPosen]

My reflection on the US economy after 250 years, and after Trump. Our original No Kings revolution brought us lasting economic dynamism. The force wasn't size, either of government or of the economy - it was innovation being valued over privileged incumbents.
We can do it again by rising against arbitrary executive powers for rule of law. The economic revival will follow. @PIIE @faznet
https://t.co/7mtWadWH8I

[Sander Tordoir @SanderTordoir]

Good papers sharpen debates.

I think the Kiel paper does exactly that. It raises important questions about Germany's competitiveness—but I also think some of the reporting has stretched its conclusions further than the authors themselves.

My reading below.

[Sander Tordoir @SanderTordoir]

Reactions to the Kiel paper on China Shock 2.0. It's a thoughtful contribution that rightly argues EU trade defence doesn't solve competition in third markets.

But contrary to some commentary, I don't think it shows German concerns about Chinese competition are overblown.

1/

[Andrea Presbitero @a_presbitero]

Thanks for all the folks @kielinstitute for having organized a fantastic conference: I got the chance to present new works on 1) the exposure to Chinese competition and 2) the Chinese (lack of) reaction to the cut in U.S. foreign aid. I also discussed a great paper by Tianyu Fan, who proposes a new measure of geopolitical alignment between countries @fuchs_andreas @Ch_Trebesch @WanHsinLiu @cepr_org

[Kiel Institut @kielinstitute]

Der 🇩🇪 Kündigungsschutz schützt nicht nur Beschäftigte – er kann auch Innovation & Produktivität bremsen. Wer langfristig mehr Wohlstand will, sollte nicht Jobs schützen, sondern Beschäftigung fördern - Stichwort "Flexicurity". Dominik Groll bei @faznet 👇https://t.co/1k82uGTQ5z

[Kiel Institut @kielinstitute]

We're back for Day 2 of the 3rd Kiel–Göttingen–CEPR Conference on China in the Global Economy in Berlin.
A common thread running through yesterday's discussions was China Shock 2.0, examined from both European and German perspectives. Highlights included the Kiel–MERICS Policy Panel on Europe's strategic response to geoeconomic disruption and a live edition of Global China Conversations on how the German automotive industry can respond.
Today, the focus shifts to cutting-edge academic research on trade, industrial policy, innovation, and China's role in the global economy.

[Kiel Institut @kielinstitute]

Good morning from Berlin! We're up and running at the 3rd Kiel–Göttingen–CEPR Conference on China in the Global Economy. Our first highlight is the keynote by Chang-Tai Hsieh @ChicagoBooth
Much more to come, including two panels on China Shock 2.0 and a great lineup of research presentations.

[Kiel Institut @kielinstitute]

Most-read @FT: Martin Sandbu's opinion piece on the Russian Economy, citing our recent report "Endgame - The State of the Russian Economy"
@MSchularick @TorbjornBecker @SITEStockholm
Full report 👉 https://t.co/k9iiPO5w8R

[Kiel Institut @kielinstitute]

"China and the US will eat up Europe piece by piece." @nfergus & @MSchularick on geopolitical shocks, the Trump effect and Germany's & Europe's future with @Hagelueken @SZ. "To live in peace & freedom [...] Europe needs space capabilities, AI, robotics."
https://t.co/ggz1oGJn1F

[Kiel Institut @kielinstitute]

Europe holds $9.6 trillion in US assets—around 1.5× US holdings in Europe. Our new Kiel Report by @farzado & Filippos Petroulakis asks: What if Europe removed the regulatory privileges currently granted to US Treasuries? #FinancialLeverage 👉 https://t.co/vSP1HVTtto

[Kiel Institut @kielinstitute]

Last chance! Call closes today!
@cepr_org @MSchularick @Ch_Trebesch

[CEPR @cepr_org]

CEPR and @kielinstitute host the online launch of a new Kiel Report - Shorting America: Europe’s Financial Leverage over the United States
📅23 June 2026 at 15:00 CEST
🗣️@Ch_Trebesch, @farzado, Kristy Jansen @USCMarshall, @nicolas_veron
Register: https://t.co/JGgn7WC8Fi

[CEPR @cepr_org]

📢Final reminder! #CallForPapers - 5th @kielinstitute - CEPR Conference on Geoeconomics
⏳Deadline: 23 June 2026
📅3-4 November | 📍German Federal Foreign Office @GermanyDiplo, Berlin
With the participation of Johann Wadephul @AussenMinDE
Organisers: @MSchularick @Ch_Trebesch
https://t.co/xAj2qBPQ1L

[Kiel Institut @kielinstitute]

What if Europe has more financial leverage over the US than commonly assumed? Join us for the online launch of new a Kiel Report (June 23, 15:00 CEST).
Presentation @farzado, moderator @Ch_Trebesch, discussion Kristy Jansen & @nicolas_veron
Register 👉 https://t.co/Edt6DVcbAK

[Kiel Institut @kielinstitute]

Broad tariffs on China are not the answer to Europe’s competitiveness challenges. A new Kiel Policy Brief shows market share losses go beyond China - pointing to broader, homegrown issues. The real fix: more investment in innovation & productivity 👉 https://t.co/72rU42XvFC
@julianhinz

[Nico Lange @nicolange_]

Ironie der Geschichte: Der neue Optimismus zu Druck auf Putin wird durch die stärkere Position der Ukraine ausgelöst, weil die Ukraine macht, wovon Deutschland ängstlich abgeraten hatte: Krim angreifen, tief nach Russland angreifen, Moskau angreifen, Krieg nach Russland tragen.

[Kiel Institut @kielinstitute]

📢 #CallforPapers open until June 23 - the 5th Kiel-CEPR Conference on Geoeconomics will take place in Berlin @GermanyDiplo 👉 https://t.co/zv9fR1qrSB
Keynotes: Arvind Krishnamurthy & Carmen Reinhart.
Bringing together leading academics and policymakers to discuss geoeconomic strategies, rearmament, sanctions, industrial policy, technological sovereignty, AI, energy security, and more

[Moritz Schularick @MSchularick]

KNDS — oder wie man nicht investieren sollte: Erst sorgen wir durch öffentliche Aufträge dafür, dass der Wert des Unternehmens explodiert, dann kaufen wir Anteile: Pump and buy. Eigentümer freuen sich, Steuerzahler nicht. Ginge auch andersherum…
🙆
@FT https://t.co/AxJVqAD2c7

[Moritz Schularick @MSchularick]

Und 5G durchgängig war auch ein Gerücht. Im Jahr 2026. Ach, Deutschland. Es ginge so viel
besser.

[Mathieu von Rohr @mathieuvonrohr]

Falls jemand glaubte, die Bahnstrecke zwischen Hamburg und Berlin sei wieder in 100 Minuten befahrbar: Das stimmt nicht.

Es dauert weiterhin bis zu zweieinhalb Stunden. Die fahrplanmäßige Dauer ist zwei Stunden, hinzu kommen rund 20 Minuten Verspätung wg laufender Bauarbeiten.

[Christoph Trebesch @Ch_Trebesch]

Submit your best work on geoeconomics until next week! We expect a fantastic lineup and setting 👇👇👇