Europe
Discussion portrays Europe as exposed to simultaneous fiscal, energy, security and competitiveness pressures. France is repeatedly identified as the bond-market epicentre, with concerns that stress could spread to Italy, Spain, the UK and possibly Germany 2947. Energy commentary highlights dependence on imported gas, LNG and diesel, while weather, war and disrupted Black Sea logistics are adding pressure to power and food markets 11232542. Views diverge over whether Europe’s problems mainly reflect policy failure and excessive regulation, or external shocks and geopolitical dependence 14548.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 4 voices4 worsening
Sharply worsening
- JBjeroen bloklandSharply worsening Expects Europe to keep losing its economic edge, with its prospects worsening. “Why Europe is losing its economic edge” Open the post Yes, another great podcast! 🎙️ This time, I ha… · 14 Oct
- RBRaphael BulascoschiSharply worsening Expects one of the continent's largest crop losses in Europe due to heat and drought, sharply increasing EU import needs. “the result is expected to be one of the continent's largest crop losses” ▶ 4:33 Corn Supply Shock Leaves Europe Leaning on U.S. … · 9 Oct
Worsening
- GBGary BohmWorsening Expects Europe's bond market and social unrest problems to spread around Europe rather than contract. “it's more likely to spread around Europe than it is to contract at this point” ▶ 30:34 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- MEMichael EveryWorsening Expects Europe to keep absorbing China's diverted export surplus because it did not follow the US lead. “as Europe is now experiencing by not following the U.S. lead in the first place” Open the post Guess what? There isn’t a way for the EU to co… · 11 Oct
4 worsening
Mentions
91 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 31 mentions
- StoneX 8 mentions
- Michael Every 7 mentions
- Arnaud Bertrand 5 mentions
- Daniel Lacalle 5 mentions
- David Lin 5 mentions
- Walter Bloomberg 3 mentions
- Jeffrey Currie ++ 2 mentions
See what your own voices say about Europe, every morning.
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