European Economy
Beyond the 2008 Ghost: Why Europe’s Securitisation Market Deserves a Second Look
The ghost of 2008 still haunts securitisation, but Europe’s market has been rebuilt with robust regulations. Is it time to reconsider this vital tool?
Wizz Air CEO’s Warning: Are EU Aviation Rules Grounding Europe’s Economy?
Wizz Air CEO József Váradi warns that EU aviation rules are creating a “decaying economy,” stifling growth and pushing investment outside the bloc.
Eurostar’s Double-Decker Gambit: A Multi-Billion Euro Bet on Europe’s Economic Future
Eurostar’s landmark order for double-decker trains is a multi-billion Euro bet on Europe’s economic future, signaling a major shift in transport finance.
Beyond the Élysée: Sarkozy’s Conviction and the Real Bottom Line for Global Investors
A former president’s conviction is more than a political drama; it’s a key signal of institutional strength for investors in the French and EU economy.
All Aboard for Growth: The Billion-Dollar Investment Lesson from Italy’s High-Speed Rail Revolution
Italy’s railway liberalization created a thriving duopoly, offering profound lessons in competition, investment, and economics for industries like finance.
A Green Giant Stumbles: Why Vestas’ Polish Pause Signals a Storm for European Wind Energy
Vestas’ halt of a Polish turbine plant reveals a crisis in Europe’s wind sector, hit by inflation, high rates, and flawed policy.
Macron’s Pivot: Why French Businesses Feel Betrayed and What It Means for Global Investors
French businesses feel betrayed by Macron’s pivot away from his pro-business agenda, creating uncertainty for investors and the French economy.
Germany’s Military Dilemma: A Political Standoff with Billions at Stake for the Global Economy
Germany’s debate over military conscription is a high-stakes political battle with major implications for the European economy, defense stocks, and global finance.
Beyond the Douro: Decoding Porto’s Economic Resilience and Investment Potential
Discover why Porto’s “rough magic” is more than charm—it’s a compelling investment thesis based on economic resilience, a booming fintech scene, and value.
Germany’s Military Crossroads: A Political Stalemate with Major Economic Consequences
Germany’s plan to boost its military is stalled by political infighting, creating economic uncertainty and risks for investors in Europe’s largest economy.
Germany’s Coalition Crisis: A Threat to Europe’s Security and a Red Flag for Investors
Germany’s coalition infighting over military expansion threatens its “Zeitenwende” policy, creating major risks for the European economy and investors.
France’s Pension Standoff: A High-Stakes Gamble for Macron and the European Economy
French PM’s offer to freeze pension reform until 2027 is a high-stakes gamble with major implications for France’s economy and investor confidence.