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.
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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