EU

How the eurozone could turn Japanese – inflation not deflation

A QUICK CHECK-IN FROM SAM VOLKERING: Before Nick gets started today, I just want to make sure you have ticked this off your list: Register…

How the euro violates the Unholy Trinity

[Ed Note: The following is an excerpt from my book How the Euro Dies, which I’ve decided to republish here in anticipation of a return…

The Unholy Trinity has recovered from Covid-19 and is ready to destroy the euro (again)

[Ed Note: The following is an excerpt from my book How the Euro Dies, which I’ve decided to republish in anticipation of a return to…

The day that decides the EU’s future comes shortly before the French election

Inflation continues to soar. But what if there’s an even bigger surprise lying in wait for financial markets? The French presidential election result could undermine…

Even communists used reserve currencies. But which one will Russia use next?

A particularly obscure idea could be about to become the defining financial issue of our time. But, because global reserve currency resets only rear their…

Rumblings in the European bond market (Part 2)

[Today’s Fortune & Freedom comes from The Fleet Street Letter Wealth Builder and its editor Charlie Morris, a former £3 billion fund manager at HSBC.…

Inflation presents a major challenge for investors, but not the only one

[Today’s Fortune & Freedom comes from The Fleet Street Letter Wealth Builder and its editor Charlie Morris, a former £3 billion fund manager at HSBC.…

Welcome to the Energiehalse, Germany – now “Fock off”!

My dad is English, even having carried the flag at the Commonwealth games in Brisbane. But we learned to sail together in German, whilst on…

When Russia invades Ukraine, who ya gonna call?

When you’re faced with a crisis, it pays to ask advice from those who have faced such a crisis before. Or several of them… And…

Withdrawal symptoms strike euro area government bonds

Euro area bond yields are spiking over fears that the European Central Bank (ECB) will withdraw stimulus. Are we in for another European sovereign debt…

I got an 11.8m euro email from Christine Lagarde

Good news, everyone. According to an email which was erroneously misplaced into my junk folder, my “€11.8M EUR” has been found by none other than…

Higher interest rates? Be careful what you wish for…

Yesterday we looked into the post-Brexit economic boom which has forced the Bank of England to raise its interest rates ahead of other major central…

Brexit: first amongst unequals in 2022

One of the odd things about the Brexit debate before the referendum was the lack of a cost-benefit analysis. One side provided us with the…

Trump? It was Merkel all along!

2022 has begun with record Covid cases, a testing debacle and Brexit shenanigans. Some things never change… However, the UK’s ability to deal with our…

Are we really better off out?

Yesterday, we covered how the EU will change – without the UK to curb its various enthusiasms. Today, we’ll tackle the reverse. How will the…

What will the EU look like without the UK?

I’m sure Brexiteers feel vindicated about Brexit these days. But today, I’m wondering what the EU will look like in the future without the UK…

The threat of Polexit exposes the “legal illegitimacy” of the EU itself

The world stands aghast that a nation state like Poland would declare its own laws as having primacy over those of the EU. Does this…

Is the EU illegal?

While bond markets around the world wobble, the very foundations of the EU do too. And those foundations might not be on very legal ground.…

How much inflation will the Germans put up with?

It pains me to say it, but it’s time to start worrying about Germany again. I’m a German of sorts. Our latest plan to dominate…

Madame Legarde is a tapering data-slave in a Catch-22

Today, we take on the French in the guise of European Central Bank (ECB) President Christine Lagarde. But, if you prefer the Germans, check out…