Why Europe Can't Reform

Today's podcast is about Europe's exploding deficits. Growth is weak, fiscal positions are fragile, and we are spending a lot more money on defence and Ukraine, all funded through debt. 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, we discuss why all European governments are struggling with reform - whether they have systems of proportional representation of first-past-the-post. Something bigger is at play. 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 episode, our team discusses Europe's dependence on China, and the important role Germany plays in informing the EU/China trading relationship. 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 why Rachel Reeves' problems are much more common than you might think. 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 Europe's faltering efforts to support Ukraine. Beyond virtue signalling, there was never a strategy to begin with. 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 China's export controls of rare earths and rare earth magnets. 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 episode we are discussing the political chaos in France, what to make of it and whether it is unique or reflects a wider phenonemon 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 China's industrial policy, Europe's growing innovation gap and why no industrial policy will fix 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 podcast, our team discusses the fiscal mess in large European countries, and ask the question whether France and Germany can learn from Italy 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 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