European economy
The Transatlantic Paradox: Why a Stronger European Financial Market is Great News for the US
The EU’s Capital Markets Union isn’t a move away from the US. It’s a strategic overhaul creating a stronger, more resilient partner for global finance.
The Two-Speed Europe Dilemma: A Radical Blueprint for Economic and Geopolitical Power?
A two-speed Europe, with a federal core and a looser outer tier, is a radical solution to the EU’s stagnation. What are its economic and financial implications?
From Battlefields to Balance Sheets: Europe’s Defense Giants Unleash a $5 Billion Windfall for Investors
Spurred by geopolitical shifts, Europe’s top defense firms are set to return $5 billion to investors in 2025, signaling a major financial boom.
The Shelter Deficit: Poland’s Military Buildup and the Hidden Economic Gamble
Poland’s record military spending masks a critical vulnerability: a severe lack of civilian bomb shelters, posing risks to its economy and investors.
The EU’s Billion-Dollar Disconnect: Why a Fragmented Telecom Market Threatens Europe’s Economic Future
Europe’s fragmented telecom market stifles investment and economic growth. The EU’s Digital Networks Act is a critical test to create a true single market.
A Schengen for Stocks: Why Europe’s Fragmented Markets Need a Borderless Future
Europe’s fragmented stock markets create costly borders for capital. A “Schengen for securities” could unify them, boosting the economy and investors.
The Brussels Effect in Reverse: Is Europe’s Regulatory Empire Stifling Its Own Economy?
The EU’s ‘Brussels effect’ once set global standards. Now, its regulatory overreach threatens its own economy and the global investment landscape.
An 88-Year Streak Broken: Why VW’s German Factory Closure Signals a Seismic Shift in the Global Economy
For the first time in 88 years, Volkswagen is closing a German factory, a sign of deep crisis in the auto industry and a warning for the global economy.
Beyond the Battlefield: Calculating the True ROI of Funding Ukraine
Funding Ukraine is not a cost but a high-return investment in Europe’s economic stability, a far cheaper alternative to deterring a victorious Russia.
The Billionaire’s Gambit: Decoding Andrej Babiš’s Rise to Power and Its Impact on the Czech Economy
A deep dive into how billionaire Andrej Babiš navigated conflict of interest laws to become Czech PM, and what it means for investors and the economy.
Slovakia’s Rule of Law Under Siege: A Red Flag for the European Economy and Investors
Slovak PM Robert Fico’s crackdown on whistleblowers and anti-corruption bodies poses a major risk to the economy, investor confidence, and rule of law.
The Great Industrial Migration: Why Clariant’s Warning Spells Trouble for the European Economy
Swiss chemical giant Clariant’s expansion in China signals a broader industrial exodus from Europe, driven by high energy costs and shifting global economics.