One story a day. Follow the money.
The plumbing of the global economy. Tariffs, supply chains, import and export decisions, and what happens to prices when countries stop trading easily with each other.
15 posts
Germany has stagnated for six years, lost its industrial edge, and is now burning money on fuel tax cuts instead of structural reform. Here is why the decline is accelerating.…
Germany is losing entrepreneurs and skilled workers to lower-tax countries. Here is the economic logic behind the exodus, and why Berlin cannot stop it.…
JPMorgan's CEO warned Europe's GDP gap with the US is widening fast - and said the fix requires a political will nobody has shown yet.…
The new CEO of the world's most-watched conglomerate held his first shareholder meeting today. Here is what the money said.…
Crypto lost $622 billion in market cap in Q1 2026. Behind the panic, stablecoins hit records, AI tokens surged, and one man kept buying Bitcoin anyway.…
Amazon confirmed Prime Day 2026 for June, shifting billions in retail spending a month earlier. Tariffs, quarterly targets, and seller costs explain the real story.…
Rewe signs a deal for 40 Tegut stores as Migros exits Germany after €600 million in losses, deepening an already tight grocery oligopoly.…
Germany wants its Syrian refugees back in Damascus. The numbers say almost none of them are listening - and the economics explain why.…
Covered call strategies, stablecoin ETFs, and "World ex US" funds hit Frankfurt - revealing where European investors are putting their money and why.…
Christine Lagarde on why energy vulnerability, fragmentation, and AI make Europe's economic moment the most dangerous in decades.…
Europe's central bank chief has a message for governments: the worst mistake you can make right now is spend your way out of this energy shock.…
Australia is about to change the capital gains tax discount that has shaped its housing market for 25 years. Here is what it costs, who benefits, and what it really does.…