Downstream and downhill

In our latest podcast, our team discusses the causes and consequences of the higher prices for oil and its derivatives, and whether this could trigger financial and political crises in the West. 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 surge in support for the far-right in Germany, France and Italy, and what these parties 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

In our latest podcast, our team discusses three looming risk scenarios for the global economy - Hormuz, global imbalances, and rising interest rates 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 politics and economics of the latest closure of the Strait of Hormuz. 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 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

In our latest podcast, our team discusses the reasons why the European car industry is declining, to which extent it is a macroeconomic phenomenon, how European politicians react to it, and how China will react to their reactions. 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 podcast, our team discusses the geopolitical consequences of AI. 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 collapse of the Future Combat Air System, a massive setback to European hopes for strategic autonomy. 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 cyclical and structural causes behind the rise in inflation, and why these causes are likely to persist. 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 implications of the China shock 2.0 for the European economy, and how to respond. 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