We Just Saw Europe's Biggest Week in Decades

Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long. Which is why we wanted to talk to one of the most successful bears out there. Société ...  Show more

Last year, when we talked to Martin Wolf, the global order seemed like it was being upended after President Trump unveiled his sweeping tariffs against nearly every US trading partner. A lot has happened since then. In fact, April 2025 seems almost quaint when compared to 2026 so ...  Show more

Trillions of euros, almost as many priorities — and just over two years to agree. The European Commission has unveiled its sweeping new seven-year budget proposal, and the fight over where the money goes is already heating up. Host Sarah Wheaton is joined by POLITICO’s Gregorio S ...  Show more

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes mar ...  Show more

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Another bazooka, this time from Germany, of all places. The mere thought of it has been enough to send the German bond market into a tailspin and sending yields to nearly ...

European leaders met in <a href="https://www.economist.com/europe/2025/03/02/europe-vows-to-defend-ukraine-but-prays-for-trumps-support?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&u ...