Michael Every
@TheMichaelEvery
“Ursine Qua Non”, allegedly. Global strategist, definitely. London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton, unavoidably.
With 👀 on ‘Trump trades’, time to 💭 about economic policy, vs. economic statecraft & what that history shows may lie ahead as shocks for those thinking ‘economics trumps all’- when Trump, or others, may trump them. A long read on a key topic. 📖 media.rabobank.com/m/60b62dca958f…
2025, day 204 Good morning from the U.K. In geoeconomics, the U.S. struck a trade deal with the Philippines at 19% tariffs, market opening, and military cooperation - for those keeping track that’s now Vietnam, Indonesia, and the Philippines among ASEAN; and Another deal with…
2025, day 207 Good morning from the U.K. In geopolitics, the U.S., France, and Syria struck an agreement for de facto Druze autonomy, hopefully ending recent violence there; but President Trump stated Hamas don’t want a deal, and Israel added that it will have to “get rid” of…
China foreign ministry: The EU should relax restrictions on exports of high-tech products to China
2025, day 206 Good morning from the U.K. 100,000 have fled the Thai-Cambodia border area as heavy artillery fire continues for a second day; as ‘US lifts sanctions on Myanmar junta allies after general praises Trump’ (Bangkok Post); ‘European allies dangle Iran sanctions…
Chinese-made engines are being covertly shipped via front companies to a state-owned drone manufacturer in Russia, labelled as "industrial refrigeration units" to avoid detection in the wake of Western sanctions, according to 3 European security officials reuters.com/business/aeros…
2025, day 205 Good morning from the U.K. In geopolitics, Cambodian rockets killed several Thai civilians, following which Thai jets bombed Cambodian troops. The contested border between the two countries is now closed. ASEAN unity anyone?; as Ukraine and Russia traded more…
2025, day 203 Good morning from the U.K. China has launched construction of the world’s largest hydropower project in Tibet upstream from India, giving it control of vital waters; Western allies condemned Israel’s ‘horrifying’ civilian killings in Gaza (FT) as its press…
2025, day 202 Good morning from the U.K. In geopolitics, Japan’s PM and LDP reel from an election defeat just as tariffs need to be negotiated; As a Gaza ceasefire stalls again, and Israeli politics is in flux, some of Trump’s team allegedly call the Israeli PM a “madman” who…
2025, day 201 Good morning from Abu Dhabi. A relatively quiet 2025 Sunday apart from: In geopolitics, Europe again warning Iran of snapback sanctions unless a ‘verifiable and lasting’ nuclear deal is reached with a deadline for ‘concrete progress’ by the end of summer; and…
German trains not running on time anymore is the metaphor of the state of German economy in 2025. No amount of extra spending will fix this problem. This is the current mindset in the political and industrial class and it’s going to get even worse before it starts getting better.
Once famed for never being late, German trains almost never run on time anymore. p.dw.com/p/4xZkf