Rising deficits, falling productivity, coming to a country near you
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.
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Prime Minister No. 5
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
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Bayrou's gamble
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
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Can Trump succeed?
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
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Caving in to Trump
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
Brasil