Only just now seen this cool chart from The Economist plotting Kevin Warsh's published speeches' dovishness and hawkishness. Sharp shift in tone depending on who's in White House purely coincidental. www.economist.com/finance-and-...

I'm now averaging a visit to Ottenstein every 16 years, but it was good to give Tante Helene a proper memorial

I often agree with Thorsten, but I disagree here. This reinforces efforts already underway from Russia & others, but, more importantly, it's accompanied by an assault on European legislation like the DSA, which we should take seriously. So, yes, this *may* backfire, but I wouldn't count on that.

This is a great chart by the @economist.com summing up Kevin Warsh using LLMs and over 200 speeches/op-eds. I did a similar exercise showing same result (Warsh v FOMC) but with less data www.economist.com/finance-and-...

"Yet given this diagnosis, the 28th regime is a timid place to start." My colleague @spignal.bsky.social on EU Inc. and why there is no shortcut to a deeper single market. www.economist.com/europe/2026/...

If you've been paying attention to far-right circles in Europe you'll have noticed the growing prominence of the term "remigration". I dug into its background, interrogated its meaning, interviewed its advocates and looked at the dilemma it poses for the AfD. www.economist.com/europe/2026/...

The start of @eurcorrespond.bsky.social series on the EU single market. Denis Steckelmacher’s dream was to create a car that could pack up tight like a Poké Ball once he reached his destination. He created the next best thing: electric skates. Read more: europeancorrespondent.com/en/r/why-you...

Ready, steady, unionise! Trade unions have high hopes for the new Employment Rights Act. The most overlooked provisions - on union recruitment, recognition and industrial action - are probably the most important. But where they lead, no one knows economist.com/britain/2026...

"Fiscally sovereign governments don’t issue debt jointly, even when they spend on public goods." Hanno Lustig is always worth reading. thetwocents.substack.com/p/europes-fo...

No reason to get too worked up about this. Ultranationalist transnationalism is not an easy thing to pull off — and the trademark „MAGA-funded“ might hurt European forces more than help on balance.

This chart seems to suggest a striking pattern: Kevin Warsh's speeches are consistently hawkish, except when Trump is President and about to appoint a new Fed Chair. www.economist.com/finance-and-...

I was fortunate enough to look at a facsimile of 1984 tonight - much of it (neatly) handwritten, with loads of notes, scribbles & crossing-outs. Amazing.

A very very good example for her fellow citizens.

Poland’s lower-house Speaker Włodzimierz Czarzasty said he would not support a bid to award the Nobel Peace Prize to US President Donald Trump, arguing that Trump does not deserve the honor. This is the outrageous reaction of the US Ambassador to Poland, Paul Rose, as well as Donald Tusks reply👇

5 people told Politico “the planned 🇺🇸🇩🇪 meeting collapsed after State Department officials told the German Embassy in Washington that it was prepared to receive only Christian Democratic and AfD lawmakers, excluding the SPD and the Greens.“ Norbert Röttgen (CDU) rejected that idea. Good on him!

66% of German favor expanding EU free trade agreements. Only 17% against. A remarkable number. (And particularly remarkable that German Green party voters are 89% in favor of free trade agreements. Only 6% Green anti-trade activists left).

German (nominal) wage growth. ...without qualification: +4.8% ...with apprenticeship-level qualification: +4% ...with a degree: 2.8% Part of a longer-running trend of wage compression. (in German).

Looks like German manufacturing has turned the corner. www.destatis.de/EN/Press/202...

I was searching the Epstein files for art-related matters and found a curious story about a Cezanne, a collector, a bank and a Swiss museum as.ft.com/r/ed451d71-d...

Sir Ian McKellen performing a monologue from Shakespeare’s Sir Thomas More on the Stephen Colbert show. Never have I heard this monologue performed with such a keen sense of prescience. Nor have I ever been in this exact historical moment.TY Sir Ian, for reaching us once again. #Pinks #ProudBlue

“Everyone involved pretends they had absolutely no idea.” Ian Hislop, Private Eye’s editor, appeared on Tonight with Andrew Marr to discuss the Epstein files, and the cover the Eye ran in reference to the paedophile sex trafficker all the way back in 2011.

"Liquidity lines can be used to advance your goals if you already have power — but they can’t create it." Fair. But the genesis of a global reserve currency does not follow neat steps, and Europe needs to prepare for disruptions to the USD. www.politico.eu/article/laga...

In about an hour or so, 1. FC Köln will play Inter Milan. Stadium in Cologne is sold out, of course, Champions League*. *I know, it's technically the Youth League

Doom loop continues to doom loop

Great little thread. 👇

1/2 HICP euroarea annual inflation rate is down to 1.7% in January, [below #ECB target!], according to a Eurostat estimate. Fuelled by base effects in energy. Note also the slight decline in services. Core inflation (excluding energy, food, alcohol & tobacco) is down estimated at 2.2% in Jan 26

...and by science we mean real science. We have another internship for economists.

EU official tells me he doesn’t like the term “bazooka” for the anti-coercion instrument”. It introduces “unnecessary baggage into the debate” and suggests it will solve everything if it’s used - which it won’t

There’s a Schumpeter quote that’s something like “the achievement of capitalism is not the manufacture of silk stockings; queen Elizabeth had silk stockings. The achievement of capitalism is to put them in reach of factory girls.”

French trolling is just superb.

Ich war zu Gast bei @ronzheimer.bsky.social, es ging um die deutsche Wirtschaft, USA und #China, und dass britische Kollegen sich bei mir über die deutsche #Bahn beschweren, dabei habe ich die CSU gar nicht gewählt! 🎧 open.spotify.com/episode/6CsV...

I’ve joined @us.theguardian.com as a columnist. I’ll be on my usual beat, covering power, identity, and culture — with an eye on how people advance civil rights outside of electoral politics. I'm looking forward to the work ahead.

The EU is now going after Goldwind, the Chinese windmill maker, on the basis of its foreign subsidies regulation. In-depth investigation, following information gathering after April 2024. ec.europa.eu/commission/p...

"Euro-denominated credit could perform better than U.S. dollar-denominated credit due to favorable conditions in the euro credit market, HSBC says. A big share of euro corporate bonds mature in 10-years or under, unlike their U.S. peers, which cushions euro credit from .. fiscal concerns." - DJ

You can't pass an unprecedented law to strip me of my peerage! I quit!

This is such a fun map, check it out renewables-map.robinhawkes.com#5/55/-3.2

My 2c on the US-India ‘deal’ in the FT: “It seems highly doubtful that India has agreed to reduce tariffs to zero, particularly on agricultural goods, given India’s long-standing approach to trade negotiations going right back to the Doha Round" www.ft.com/content/72f1...

I am obviously totally objective in saying that CER is a great place to work, but more importantly, Anton is one to follow on here. 👇

The continent’s sleeping giants—Nigeria and South Africa—have started to wake up. It is no time to press the snooze button

"If a trade deal doesn’t cause riots in France you have to wonder what the point of it is." www.ft.com/content/efa3...

@jasonfurman.bsky.social argues in this @econofact.bsky.social podcast that “affordability” is not necessarily worse now, but there are real concerns, especially with the costs of housing, childcare, and medical care. What policies could help? Or hurt? econofact.org/podcast/is-t...

Factsheet - EU-India Free Trade Agreement: Main benefits - Trade and Economic Security policy.trade.ec.europa.eu/eu-trade-rel...

Just reposting this - my story this week is part of this week's cover package on Minneapolis and the rise of what we call "America's paramilitary peril." www.economist.com/united-state...

Ford has explored forming a joint venture with Xiaomi to manufacture EVs in the US www.ft.com/content/678a...

“Perhaps most Gaulling” was right there….

"Perhaps most dispiriting for many Europeans was realising the French had been right all along." www.economist.com/europe/2026/...

Called it.

Just was on an hour-long podcast about the German and the European economy *in German*, and it was not the grammatical train crash that I thought it would be.

New from @tbenner.bsky.social: As inspiring as Mark Carney’s new middle powers doctrine is, it needs more honesty and realism. ip-quarterly.com/en/carney-do...

“Coalitions of the willing” are back in vogue. Internationally, that makes sense. But in the EU context, I don’t buy the hype. In fact, it leads to the wrong conclusions and risks weakening the one institutional framework that actually gives Europe collective power in a world without rules. Thread: