China Shock 2.0

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

In our latest podcast, our team discusses this week's failed coup against Keir Starmer amidst a total lack of alternative agendas. 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 fall and decline of Friedrich Merz, in his foreign and domestic policies. 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