The Eurointelligence Podcast

Our latest podcast is about the difficulties the European asset sequestration scheme has run into, and on whether the Europeans will maintain their Russian gas ban after the war. 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

Today's podcast is about Europe's exploding deficits. Growth is weak, fiscal positions are fragile, and we are spending a lot more money on defence and Ukraine, all funded through debt. 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, we discuss why all European governments are struggling with reform - whether they have systems of proportional representation of first-past-the-post. Something bigger is at play. 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, our team discusses Europe's dependence on China, and the important role Germany plays in informing the EU/China trading relationship. 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 why Rachel Reeves' problems are much more common than you might think. 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 Europe's faltering efforts to support Ukraine. Beyond virtue signalling, there was never a strategy to begin with. 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 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 e...

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 bo...

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...

In our latest podcast, our team discusses the persistent political success of far-right parties in Europe, and about the dilemma the centrists have put themselves in. 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 what to expect to happen in the remaining six weeks of the US-EU trade talks. The discussion took place just before Wednesday's ruling by the New York federal trade court, which struck down Donald Trump's global tariffs. In our view, the ruling, even if confirmed by higher courts, will not affect the US/EU trading relationship in a material way. This is a...

in our latest podcast, our team discusses the elections in Romania, Poland and Portugal, and what the strength of the far-right says about the state of 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, our team discusses the Trump's administration assault on global imbalances, on cooperative and non-cooperative solutions, and what happens if there is none. 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 what kind of European leader Friedrich Merz will be. 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