Geopolitics is intruding

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.

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