Expect a Tougher Stance by the EU on China Trade The European Union and China are moving toward a possible trade confrontation as Europe’s trade deficit with China reaches about €1 billion per day. The EU is increasingly alarmed by…
Risk Premium up on European Bonds European bond-market turbulence, especially in France, is increasing concerns about Eurozone fiscal stability and prompting markets to reassess expectations for ECB interest-rate policy. This is weighing on the euro, with the 1.1100 EUR/USD level…
EU Political Backlash against Spain's Migrant Crisis The sudden influx of migrants into Spain’s Ceuta enclave sparked alarm across the EU, but also exposed political divisions. While the immediate border crisis eased, many EU countries reacted harshly toward Spain, with…
EU Reliant on US LNG More Europe rapidly reduced its reliance on Russian pipeline gas after the 2022 invasion of Ukraine, but it has increasingly depended on US LNG instead. Analysts warn this shift may undermine EU energy diversification, affordability,…
NATO Summit in Ankara and the Future of Global Security The aftermath of the geopolitical tensions surrounding the NATO summit in Ankara, highlighting Donald Trump's threats to withdraw US troops from Europe and his transactional approach to the alliance. Many…
EU Push for Independence From American Technology FIrms The European Union has unveiled a plan to reduce its dependence on American technology by boosting its own cloud computing, semiconductor, and data center capabilities. The proposal aims to improve Europe’s technological…
Western Unity Passes Stress Test at G7 The G7 summit in Évian-les-Bains, France, is the forum that is trying to regain relevance amid rising geopolitical fragmentation, economic insecurity, and major shifts in trade, energy, technology, and development finance. In short,…
The European Union Plan to Catch up on Tech The European Union has proposed a broad plan to strengthen its domestic tech supply chains and reduce dependence on US and Asian firms in areas like semiconductors, AI, and cloud computing…
Chinese Economic Coersion on the EU China has warned it will retaliate if the EU adopts a proposal to ban Huawei and ZTE equipment across the bloc. Beijing’s mission to the EU urged removal of language labeling Chinese vendors as…
China has Underestimated Europe's Pushback China underestimates Europe’s willingness and ability to push back. Chinese commentators often caricature Europe as weak and US-led, overlooking growing European concerns about economic dependence, security (notably over Ukraine), and unfair trade/practice issues. Recent incidents—chipmaker…
Get the Free
Macro Newsletter!
Macro Insights
