In our latest podcast, our team discusses a disturbing common theme in Europe's political economy - a rise in structural fiscal deficit combined with falling productivity growth. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the political and economic consequences of Sébastien Lecornu. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the forthcoming vote of confidence in Francois Bayrou's government - and what is at stake for France and Europe. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, the team discusses the Ukraine peace diplomacy, with a focus on the security guarantees, land swaps, and how to fund the post-war reconstruction. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our last podcast before the holidays, our team discusses the European response to Donald Trump's threatened tariffs. The Europeans are all over the place, with the Germans ready to accept any deal, and the French willing to respond with the most extreme policy instruments available to the EU. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe...
In our latest podcast our team discusses the EU's complicated, and deteriorating relationship with China. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest, long, podcast, our team discusses the consequences of higher government debt in all of the west's large economies. We are not going to grow out of this. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest, long-form, podcast our team discusses what will defence spending of 5% buy, whether it will make us more secure, and how it will be financed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest one-hour podcast, our team discusses global consequences of the Israel-Iran war, and its geopolitical and geoeconomic consequences. In our special section, we have an in-depth discussion about the effect on oil prices, and the limits and extent of solidarity amongst the Brics countries. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe...
This is the start of our new extended two-part podcast. Today's theme are the widely underestimated supply chain interdependencies between China, the US and the EU. In part 1, we give the big picture. In part 2, we deep-five into details - how it affected mechanical engineering, and the defence sectors, amongst others. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe...
In our latest podcast, our team discusses the persistent political success of far-right parties in Europe, and about the dilemma the centrists have put themselves in. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses what to expect to happen in the remaining six weeks of the US-EU trade talks. The discussion took place just before Wednesday's ruling by the New York federal trade court, which struck down Donald Trump's global tariffs. In our view, the ruling, even if confirmed by higher courts, will not affect the US/EU trading relationship in a material way. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes...
in our latest podcast, our team discusses the elections in Romania, Poland and Portugal, and what the strength of the far-right says about the state of Europe. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the Trump's administration assault on global imbalances, on cooperative and non-cooperative solutions, and what happens if there is none. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses what kind of European leader Friedrich Merz will be. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses unilateral and multlateral solutions to the global tariff crisis. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the devastating impact of US tariffs on Europe, and what course Europe will take. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses how we should react to Donald Trump's tariffs. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the Le Pen court case and whether she and her party will get stronger, and more extreme in the process. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the Mar-a-Lago accord, its economic rationale, and whether it has the potential to turn Nato into a protection racket. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the future of European defence policy after Germany exempted defence spending from its debt rules. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In this episode our team discusses the German debt brake, European defence and Donald Trump This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the German elections, the return of the old coalition, the fate of the Greens, the rise of the Left Party, and why debt brake reform is really difficult. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discussed Europe after the transatlantic relationship. New possibilities are opening up, especially on defence integration. Another moment of truth for Europe. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast our team discusses good and bad ways to respond to Trump. Should we perhaps not respond at all? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the state of Germany three weeks before the elections, with immigration the number one theme, and the AfD the party that will benefit from it. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses what we know - and more importantly what we don't know - about Donald Trump's economic policies and its impact on Europe. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our latest podcast, our team discusses the survival chances of Francois Bayrou, France's latest prime minister. Like his predecessor, his future depends on Marine Le Pen. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
Happy New Year! In this episode we talk about Donald Trump's interest in Greenland and how the US tech sector dictates the terms of digital services in the EU This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
In our last podcast of the year, our team discusses the political and economic malaise of France and Germany, and what they have in common. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit eurointelligence.substack.com/subscribe
