my latest New Statesman column on why Germany is resisting the use of Russian bonds to finance arms for Ukraine.
newstatesman.com/comment/2024/0…

In our latest podcast, our team discusses Europe's hardening - and Germany's softening - position on China, and where this will lead.
eurointelligence.com/podcasts

Germany's China strategy is not in sync with the US and not the rest of the EU. This is yet another case of a special relationship Scholz is trying to defend against the odds. My latest column in the New Statesman
newstatesman.com/comment/2024/0…

In my latest column for DLNews, I discuss whether Bitcoin is a bubble. The answer is that it depends on whether you see as an investment - with a dollar return - or as a hedge against currency debasement.
dlnews.com/articles/peopl…

one of the themes in our latest newsbriefing is a comparison between Germany's reliance on China with the subprime crisis. It is insane for large industrial companies to rely on China for 40% of their sales in the current geopolitical climate.
eurointelligence.com

my latest New Statesman column on the consequences of America's slow retreat from Europe.
newstatesman.com/comment/2024/0…

The main story in our Eurointelligence briefing this morning is on Scholz' U-turn of the U-turn. He is reconnecting with the China policies of the Merkel era. Our public story is about why Ursula von der Leyen is not assured of a second term.
eurointelligence.com

In our latest podcast, our team discusses the splits between the European right and the European far-right over migration. They both stand to gain seats at the European elections, but they won't be united force. eurointelligence.com/podcasts

In our lead story this morning we detect tentative signs of life in Germany, and wonder whether the uptick in industrial production could be the start of a recovery. Our public story is about the astonishing comeback of Francois Hollande.
eurointelligence.com

In our latest podcast our team discusses how misleading policy indicators lead to poor political decisions. Examples include dollar-based GDP comparisons between countries, which systemically overestimates the proportion of western countries in global economic output.…

My latest New Statesman column on the SPD's Russia connection.
newstatesman.com/comment/2024/0…

Today's Eurointelligence briefing is fully outside the paywall. Our two main stories this morning are Europe's likely next financial crisis, and the near-certain collapse of the EU's nature restoration law, a key plank of the European Commission's Green Deal. We also have stories…

In our latest podcast, our team discuss Wilders' tactical retreat, and the rise of Chega in Portugal.
eurointelligence.com/podcasts

our daily newsbriefing this morning focuses on the opposing foreign policy shifts in Germany and France. Our public story is about forecasting in the age of data dependence.
eurointelligence.com

my latest New Statesman column is on the limits of strategic ambiguity when you are politically divided.
newstatesman.com/comment/2024/0…

In our latest podcast, our team discusses the fiscal policy impact of low productivity growth.
eurointelligence.com/podcasts

In our latest podcast, out team discusses the future of European security without the US, and with France and Germany on opposite sides of the debate.
eurointelligence.com/podcasts

Our news briefing this morning focuses on the split in the western alliance - with the UK and France on one side, Germany on the other, and the US disengaged.
eurointelligence.com

My latest New Statesman column is on the legacy of Ursula von der Leyen.
newstatesman.com/comment/2024/0…

In our newsbriefing this morning, we are discussing the failure of Europe's supply chain directive and what it signifies about the future of the Green agenda. Our public story is about the Russian-Iranian economic alliance.
eurointelligence.com