Budgets aren't what they used to be

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

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