Europe
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Global manufacturing shrugs off the energy shock thanks to AI and defense
September 1, 2026 -
Treasury buybacks revive fears of financial repression and dollar weakness
August 28, 2026 -
Chinese carmakers route around Europe’s EV tariffs with hybrids
August 28, 2026 -
Germany rebuilds industrial strength around defense
August 28, 2026 -
Europe’s gas crisis returns as storage falls and LNG tightens
August 27, 2026 -
Germany’s China trade model is giving way to industrial defense
August 27, 2026 -
Hormuz energy shock accelerates renewables while reviving coal
August 27, 2026 -
Berlin tests whether markets can deliver strategic gas reserves
August 26, 2026 -
Europe’s fiscal architecture faces its hardest political test yet
August 26, 2026 -
Switzerland’s tariff problem is the gap, not the rate
August 25, 2026