The Week That Was in Europe

Feb 21 2025 100 ep. 25 mins 49
The Week That Was in Europe Podcast artwork

Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.

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Economic Consequences of Europe’s New Geopolitical Situation, with Moritz Schularick

Feb 21 2025 37 mins  
Join us on as we delve into the economic consequences of Europe's evolving geopolitical landscape with our guest Moritz Schularick, President of the Kiel Institute for the World Economy. Together, we tackle the pressing issues arising from an imperialistic Russia, uncertain US commitments, and China's strategic maneuvers. Tune in to understand the shifts in global order and what th

Is Germany’s Industrial Slowdown About to Spiral?

Feb 14 2025 17 mins  
Germany's industrial powerhouse has long been the backbone of Europe’s economy. But after years of steady growth, manufacturing activity has been on a downward trajectory since 2018. Could this decline suddenly accelerate due to "cluster effects" and local economies of scale unraveling? In this episode, we dive into the forces shaping Germany’s industrial slowdown and explore

Tariffs - What Do They Achieve?

Feb 07 2025 21 mins  
We discuss the effects of tariffs on consumers and producers, drawing on evidence from the tariff war during the first Trump administration. The empirical evidence shows that import tariffs led to increases in domestic prices, reductions in import quantities and a reduction in product variety. This coupled with additional adverse effects on global supply chains and retaliatory ta

Review of the ECB Meeting - January 2025

Jan 31 2025 11 mins  
Join our discussion of the ECB's decisions and communication following its rate setting meeting on January 30, 2025 and learn about the outlook for Euro Area growth, inflation and interest rates.

Getting Germany Back on Track - with Clemens Fuest (Ifo Institute)

Jan 24 2025 38 mins  
In this episode, we welcome Clemens Fuest, President of Germany's Ifo Institute, for an in-depth discussion on economic challenges and the urgent reforms needed to get Germany back on track. We dissect (i) what’s behind Germany's economic underperformance compared to its Euro Area peers, (ii) whether the upcoming elections deliver a chance for economic recovery, and (iii) what

The Role of Innovation for Society, with Prof. Dan Breznitz

Dec 18 2024 50 mins  
Join us as we discuss with Dan Breznitz from the University of Toronto the difference between invention & innovation, the various stages of innovation and what different stages imply for the distribution of income across society. We also look at the role that innovation agencies and universities play in fostering innovation and how the divide between China and the West will affect

Global Value Chains Under Pressure: What Future for Them? With Gabriel Felbermayr

Dec 13 2024 38 mins  
Join us as we discuss with Professor Gabriel Felbermayr, President of the Austrian Institute of Economic Research, the forces reshaping the intricate web of global value chains. Geopolitical tensions, mounting tarrifs and regulatory crackdowns put pressure on global economic exchange and Gabriel shares his expert insights on what the future holds and what it means for businesses an

Outlook on the Political Future in France, with Hadrien Camatte (Natixis)

Dec 06 2024 16 mins  
In this episode, Dirk Schumacher sits down with Hadrien Camatte from Natixis to dive deep into the fallout of the Barnier government’s collapse. - Can President Macron cobble together a new government? - What were Marine Le Pen’s motivations for toppling Barnier, and what does it mean for France’s political future? - As parliamentary elections loom in mid-2025, will the co

The Political Transition in Germany: Economic Challenges

Nov 15 2024 21 mins  
Dive into the turbulent world of German politics as we unpack the dramatic collapse of the ruling coalition and what lies ahead in the upcoming elections. While disagreements over economic policies led to the coalition's downfall, the challenges remain unchanged: high corporate taxes, surging labor costs, and stifling bureaucratic inefficiencies. What will it take for Germany's nex

Will Euro Area Inflation Fall Below the ECB's Target?

Nov 01 2024 19 mins  
In this episode, we explore the inflation outlook for the Euro Area, honing in on whether medium-term inflation could once again fall short of the ECB's target, as it did before the pandemic. While there’s little evidence in current data to suggest an imminent undershoot—thanks to robust wage growth, persistent service price inflation, and ample room for monetary policy easing