Wolfgang Munchau
@EuroBriefing
speaks with a German accent, writes with a British one. Director of Eurointelligence; Columnist for UnHerd and DL News
Donald Trump will birth a ‘golden age’ for Bitcoin at the expense of the dollar dlnews.com/articles/opini…
A world in which the dollar is simultaneously debased and without competition is the most fertile environment for cryptocurrencies. They can thrive through two independent channels: directly, as a store of value and indirectly through stablecoins.
Donald Trump will birth a ‘golden age’ for Bitcoin at the expense of the dollar dlnews.com/articles/opini…
In our last newsbriefing before the holidays, with all articles outside the paywall, our theme is a Europe that is stuck between geopolitical powers, and stuck in the past. eurointelligence.com
In our main story this morning, we write about how Donald Trump succeeded to drive a wedge between Japan and the EU eurointelligence.com
In our lead story this morning we write about Unicredit’s decision to pull out of the merger with Banco BPM, and what this says about the Italian economy eurointelligence.com
In our lead story this morning, we write about Europe’s other dependency – on China. There is only so much the EU can do in response to unfair trade practices. eurointelligence.com
In our lead story this morning we write about the EU’s readiness to hit back against US tariffs. As usual, they are reacting, not acting. How can they win a trade war when they are more dependent on the US than the other way round? eurointelligence.com
In our briefing we write about Germany’s Nein to von der Leyen’s budget. This is not the usual haggling over the price but a deeper conflict. eurointelligence.com
In our latest podcast, our team discusses what the EU should and can do when confronted with a 30% US tariff. eurointelligence.com/podcasts
In our lead story today, we write about the dirty deal between Germany and the European Commission that has effectively killed the stability pact. eurointelligence.com
In our lead story this morning, we note that Trump is stuck on Ukraine. The secondary sanctions are not going to work. eurointelligence.com
Taco, the idea that Trump Always Chickens Out appears to be the consensus in some European policy circles. In our briefing this morning, we argue that this is a potentially expensive miscalculation. eurointelligence.com
In our latest podcast our team discusses the EU's complicated and deteriorating relationship with China eurointelligence.com/podcasts
In our lead story this morning, we write about the possibility of another snap parliamentary election in France eurointelligence.com
In our lead story this morning we write about the sharp contrast between investor optimism about Germany and the country’s unaddressed economic problems; eurointelligence.com
In our lead story this morning we write about how the rise in the euro’s exchange rate has become more important than US tariffs. Together, the two will go some way to eradicate Europe’s structural current account surpluses. eurointelligence.com
A digital euro will be a poor and crippled substitute to stablecoins dlnews.com/articles/marke…
The European Central Bank’s latest attack on stablecoins highlights just how problematic the idea of a digital euro is, according to Wolfgang Munchau. In his latest column for DL News, the director of Eurointelligence says that while he is sympathetic with the ECB’s idea that it…
A digital euro will be a poor and crippled substitute to stablecoins dlnews.com/articles/marke…
In our lead story this morning, we write about the potential failure of a prestigious European defence project - the French-German-Spanish Future Combat Air System – and what this says about the state of European defence procurement eurointelligence.com
Our lead story this morning is about Trump’s letter to Europe, when it will arrive, what it might say, and the division it causes already. eurointelligence.com