The Gulf Stream Blues Podcast

On today’s Substack Live, Dave Keating from Gulf Stream Blues (in Barcelona) and Julien Hoez from The French Dispatch (in Brussels) discussed the lapsed US trade war deadline and whether the Commission should accept 10% US tariffs as the UK did in order not to anger Trump. Then, is von der Leyen already a lame duck? Dave and Julien talked about the loss of confidence in the EU president and why sh...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com A Substack Live video from the European Council summit in Brussels immediately following the NATO summit in the Hague. Read more about some of the issues I discussed here in the analysis article I posted last night:

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com This week was a week of ‘no’s. No to Trump’s “retaliatory” tariffs, no to Catalan becoming an official EU language, and no to President von der Leyen’s commissioners attending the illegal Budapest Pride on 28 June. Dave Keating from Gulf Stream Blues (in Barcelona) and Julien Hoez from The French Dispatch (in Br...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com In today’s Substack video I react to the nothing burger that was the UK-EU summit in London yesterday, and talk about why it was the subject of vitriol that seemed to come out of a time machine from 2019. Some of the posts referenced in the video:

Happy Europe Day ! In this Substack Live, Dave Keating from Gulf Stream Blues and Julien Hoez from The French Dispatch break down this week’s momentous events. Previous posts mentioned in this episode: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit davekeating.substack.com/subscribe

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com I’m at the European Parliament plenary today, and I’ve been speaking with MEPs about the shock news on Tuesday out of Berlin - when incoming chancellor Friedrich Merz was rejected in the first round of the Bundestag vote to appoint him. It is the first time in German history that has happened, and it means that...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com The media, particularly in the United States, has a tendency to exaggerate the political importance of the papal conclaves. The three that have happened in my lifetime are a media fascination because of their rarity, intrigue and pomp. Nevertheless, at this critical flashpoint in human history, who is chosen as...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com The shock election victory for Canada’s Liberals can only be explained by one thing: anti-American sentiment. Canadian Prime Minister Mark Carney has shown strength and candour in defending his citizens against American aggression, two things which have not been shown by leaders here in Europe. The lesson for Eu...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com Happy Liberation Day. Today at 4pm US time (10pm our time) Donald Trump will declare a trade war on the world - with an expected double-digit flat tax on all imports. The world is preparing, With Japan, South Korea and China signing a pact to jointly respond in an announcement from these traditional enemies that...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com Dave Keating from Gulf Stream Blues and Julien Hoez from The French Dispatch discuss France’s '“I told you so” moment and ask whether there is fault on both sides. Did arrogance from French politicians over the past decades make France an imperfect messenger for the argument that Europe should free itself from A...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com EU prime ministers and presidents are meeting for yet another summit in Brussels to deal with the collapse of the transatlantic alliance - their third in a month. On the table is the massive Rearm Europe plan put forward by President Ursula von der Leyen, which was fully spelled out in a white paper put forward...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com Join me for my next live video in the app

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com As we close out the week, I wanted to give some analysis of the high-level meetings in Washington this week - and the high-level meeting that didn't happen after EU foreign affairs chief Kaja Kallas was ghosted by US Secretary of State Marco Rubio. The intention behind the Trump administration’s strategy of free...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com Brussels is digesting the first exit poll results which showed both the center right and the far right doing very slightly worse than polls predicted and the liberal FDP doing very slightly better. Those slight amounts, if born out overnight in the actual vote count, would mean another unwieldy three-way coaliti...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com It’s been a week that’s felt like a year in Europe, with the developments at the NBATO defence ministers summit and Munich Security Conference leading many to declare that this was the week the transatlantic alliance officially collapsed. In this video I spoke about Macron’s emergency summit in which it became c...

This is a free preview of a paid episode. To hear more, visit davekeating.substack.com European defence ministers are still staggering from the double-whammy at this NATO summit in Brussels following the US announcement that bilateral “peace” talks between Trump and Putin have already started and the US has already conceded that Ukraine will not join NATO and will have to cede territory.