EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Europe’s Two Big Threats

Eurointelligence

Wed 24 May 2023 - 15:00 BST / 10:00 EDT

Topics

The EU is currently designing an anti-China policy – with restrictions on trade and investments, and with secondary sanctions on Chinese companies delivering dual-use goods to Russia. This is quite an escalation. Wolfgang believes this is going way too far.

The more immediate macroeconomic threat to Europe is the long-term impact of fiscal and monetary profligacy. Interest rates will be higher for longer than markets expect.