As Germany and Europe open the fiscal floodgates, the continent is poised for a transformative wave of economic changes. We analyze Germany’s unprecedented, near €1,000 billion infrastructure and defence package and the EU’s ambitious €800 billion “ReArm Europe” defense plan. What are the potential impacts on growth, inflation, and Europe’s long-term economic trajectory? We dive into the key drivers behind this historic spending surge, explore how it could reshape Europe’s economic landscape, and discuss the challenges ahead. Will these investments propel Europe into a new era of growth, or will risks like inflation and high debt derail progress?

Trump’s unpredictable trade policies are rattling the markets. In this episode, we analyze the recent turmoil in U.S. markets caused by President Trump’s tariff threats, including a sharp correction in major indices. We also explore the Federal Reserve’s response to weaker-than-expected inflation data and Germany’s €500 billion infrastructure fund aimed at revitalizing the German economy. Finally, we preview next week’s key events and indicators that could shape market sentiment further.

With President Trump refusing to rule out a recession, stock markets have plunged as investors reassess the economic impact of his policies. Monday saw the Dow Jones drop 890 points, fueled by Trump’s tariff announcements and growing fears of a "Trump-cession." In this analysis, we break down the drivers behind this market turmoil and explore whether a Goldilocks scenario—a balance of stable growth and low inflation—remains achievable.

Join us as we dive into the world of high finance and uncover the truth behind the unholy alliance that's sending shockwaves through the global economy. We examine the implications the EU's €800 billion defense investment and discuss the ripple effects of US tariffs on global economies and the outlook for global markets.

Germany's borrowing costs experience their largest surge since 1997 following a historic agreement on debt reform with EUR 500bn infrastructure fund and an ex-ante unlimited defence spending. On top of that, European Commission has proposed allowing EUR 800bn in additional borrowing by EU governments to be exempt from the bloc’s rules on debts and deficits, triggering the ECB to adoting a very cautious stance on further rate cuts.

We delve into the growing divide between hawks and doves ahead of the ECB’s March 6 monetary policy meeting, examining Isabel Schnabel’s calls for caution on further rate cuts. We also explore how economic indicators and geopolitical shifts are shaping the ECB’s decisions. As tensions rise among policymakers, what will be President Christine Lagarde’s strategy to navigate these divisions?

We examines news and macroeconomic indicators that defined the past week in global markets and have a look at the week ahead for markets, highlighting the most significant events and discuss the market outlook.

Is Europe on the brink of war? Are European leaders prepared to take decisive action to protect their citizens and interests? We explore NATO's projections of heightened defense spending, discussing financial strategies like EU borrowing and the ECB's potential role in financing.

The German election has finally come to a close, but what happens next? Join us as we dive into the aftermath of the election and explore the potential implications for Germany and the world. From coalition negotiations to policy changes, we'll cover it all. Don't miss this in-depth analysis of what's to come in the wake of this pivotal election.

This episode analyzes the recent downturn in U.S. stock markets, emphasizing rising inflation concerns and declining consumer confidence. We discuss the implications of new U.S. tariffs, Treasury yield trends, and the speculative "Mar-a-Lago Accord," as well as the Eurozone's economic stagnation and political headwinds ahead of Germany's elections. Hear the latest on how these developments may signal broader economic and market transformations.