How Germanys constitutional debt brake could hinder the green transition of Europe and leave Germany at the bottom of the leaderboard in the race towards fiscal deficits.
Labour Watch: Can ECB cut rates with these pay rises?
Christina Lagarde says wage data will be “critically important” in deciding when to loosen monetary policy in the EU. So naturally, Steno Research takes inventory of ongoing labour negotiations and rising pay in the EU.
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EUROPOLITICS WATCH: Opposition victory in Poland opens door for Ukraine in the EU?
On Wednesday, the European commission made a formal recommendation to start EU membership negotiations with Ukraine and Moldova. Now Ukraine must work to secure the endorsements of member states – not least Poland, who’s incoming government will be decisive for Ukraine’s future with the Union.
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Credit Nugget – Who’s got the tightest standards, and what does it mean for credit spreads
As SLOOS-alike reports have come in for both EU and Japan, we have a look at the differences in credit surveys across the Atlantic, and which credit spreads to look out for in the time to come
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The Great Game: Why Russia is Really Cutting Diesel Exports
Russia has cut off its diesel exports – but why? What’s the big plan and how will it affect support for Ukraine?
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EUR Inflation Watch – It’s all about energy and food
With the inflation report coming out this Thursday, we of course provide you with an actionable take on the path for EZ HICP and whether now might be the time to buy euro bonds
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SPAIN ELECTION WATCH: WHY SPAIN IS NOT THE NEXT ITALY
Could a right-wing government in Spain follow in the footsteps of Meloni’s crusade against the EU economic framework? Tensions are high as we gear up to the all-important General Election on Sunday.
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EU watch: At the end of the day it is all about domestic politics…
With weak economic data coming out of Germany expect internal pressures on the government to be hawkish on a European level to please its own disgruntled citizens and avoid losing voters.
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Europolitics Watch: Are EU banks actually less exposed?
Are EU banks more solid and protected from bank runs and instability in the banking system? Have the EU set up safe-guards that will keep the European Banks safe? We take a closer look and are not overly convinced.
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Europe Wants To Get Paid – 5 Feuds To Look Out For
A gap has opened between European wages and prices over the past 12 months. This naturally leads to heightened expectation for collective bargaining agreements across the continent. We point you to the most important battlegrounds for 2023
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Ukraine Has Lost the Initiative – 3 Key Predictions on What’s Next
Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next.
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Europolitics Watch #3 – A Continued European Surge?
European equities have seen an incredible start to 2023 on top of strong performance in late 2022. But European manufacturing and tech finds itself under pressure from massive public investments in both the US and China. What to make of the EU’s response and how is the outlook for Europe?
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Two New Words We Learned at Davos
The Globalization Elite is convening at Davos this week.. We see a lot of insight in two words rolling down from the Alps – “polycrisis” and “friendshoring”
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Europolitics Watch #1 – The Big Breturn??
Fair warning: anyone believing that the UK is approaching more EU alignment has grossly underestimated the depths of mutual animosity and distrust that’s currently splitting the Tories from within
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The Great Game #2 – Rise of the Turks
Forget all about the Saudi-Iran Cold War or the Palestinian question. The real agenda of the Middle East is the rise of the Turkic countries and the ascent of Turkey to Great Power status
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Stenos Signals #3 – The bluff of a decade?
A lot of investors are rightfully scared that Russia is about to invade Ukraine. It almost never pays to bet on geopolitical turbulence and the current situation may prove to be a decent opportunity.
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