Gnosly Feed - euhttps://gnosly.com/feed/eu/Business Intelligence Console and Prediction Algorithms2614@ShanuMathew93Shanu MathewWhy are Euro auto brands losing to China? Let's look at costs, productivity, employee output ...<p> "Using VW’s auto plants as a proxy, labor costs, labor productivity, sick leave rates, unit costs, and electricity costs in its China plants are a fraction of what they are in Europe, so no one should be surprised at the market share shifts on the right. Even the imposition of 17%-35% tariffs has done little to slow European imports of Chinese EVs."</p>https://x.com/ShanuMathew93/status/21084945596215829770.00702026-10-10T14:32:42.455108+00:002x.comchinaautoeu2433https://pbs.twimg.com/media/HULgj9-WgAE0hLI?format=jpg&name=smallImage2026-10-10T14:32:42.991122+00:002613@Frid45FridThe European Union and China trade agreement: China will cut hybrid car exports to Europe by over 50%, ease rare earth export restrictions, and improve access for European products to its market.<p>Source: Frid45 (X)</p>https://x.com/Frid45/status/21085930419130494950.00502026-10-10T14:26:15.154425+00:002x.comchinatradeeu2432https://pbs.twimg.com/media/HUM6MiDXIAA3d84?format=jpg&name=smallImage2026-10-10T14:26:15.602286+00:002598Belarus is becoming increasingly Russian<p>As the country stamps out its national heritage, its neighbour’s propaganda is taking over</p>https://www.economist.com/interactive/europe/2026/10/09/belarus-is-becoming-increasingly-russian0.00402026-10-10T10:08:51.303182+00:0029economist.comrussiabelaruseu2416https://www.economist.com/cdn-cgi/image/width=1424,quality=80,format=auto/content-assets/images/20260923_OPD001.jpg2026-10-10T10:08:51.658358+00:002591@MaMoMVPYLars ChristensenFiscal Risk in European High-Income Economies: After France, Belgium Might Be Next<p>Source: Lars Christensen (X)</p>https://x.com/MaMoMVPY/status/21087606510404611740.00502026-10-10T09:37:22.979120+00:002x.combelgiumfranceeueconomy2411https://pbs.twimg.com/media/HUPSmomW0AAOmt5?format=jpg&name=smallImage2026-10-10T09:37:23.931293+00:002515@macropaperrThe Macro PaperMany French companies can now borrow more cheaply than the French government itself.<p>Around €215B of French company bonds are now considered safer than French government debt. </p><p>That is 38% of France’s high-grade corporate bond market. </p><p>At the start of 2026, it was just €12B. </p>https://x.com/macropaperr/status/21085221111240992400.00502026-10-09T11:54:41.564220+00:002x.comfrancedebteu2342IMAGE/media/content/2515/20261009-france-as-flag.jpg20261009-france-as-flag.jpgjpg2026-10-09T12:10:18.577397+00:002511@BenAntRahoBen RahoPublic electricity generation in the EU<p><span style="background-color: rgba(255, 255, 255, 0.03);">- Due to geography &amp; energy policy, there is huge variation</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Renewables are clearly gaining momentum, but we are nowhere near clean electricity</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- The European grid is already very connected and extremely interdependent.</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Countries with nuclear tend to fill supply gaps in countries with renewable intermittency</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Batteries are still non-existent</span></p>https://x.com/BenAntRaho/status/21084772044431485260.00602026-10-09T09:44:27.251914+00:002x.comeuelectricityenergy2334https://pbs.twimg.com/media/HULQy4CXwAAaa0T?format=jpg&name=smallImage2026-10-09T09:44:28.249620+00:002491https://www.linkedin.com/in/peter-berezin-1289b87/Peter BerezinAs late as 2010, the total fertility rate in France was close to 2. By 2025, however, it had dropped to 1.56, making the country increasingly dependent on immigration.<p>And how are those kids doing in school? Not so well, it turns out: Even among second-generation immigrants (those born in France), half are illiterate according to the OECD. Given France’s poor demographic outlook and lack of political will to cut the size of government, the odds of a fiscal crisis continue to rise. France has the biggest bond market in Europe, so the fallout from such a crisis would be vast.</p>https://lnkd.in/p/dQSmPXMr0.00702026-10-09T06:18:11.145734+00:001linkedin.comfranceeu2311https://media.licdn.com/dms/image/v2/D5622AQFteFJ6iQH4jg/feedshare-shrink_800/B56aEegkg6JQAc-/0/1791513217310?e=1793232000&v=beta&t=BdnSCV8bXJWDo2kBs7CLL9rdjWprwn73aw8m0rai9BwView image2026-10-09T06:18:13.363375+00:002469@Nicolas_ColinNicolas ColinThe State of the World in One Chart: Europe, US, and China Interconnection<p>Europe represses wages and exports its savings: that's the "Europoor" phenomenon. America turns European savings into soaring tech valuations: that's the AI bubble. China builds the factories and floods the world with cheap goods: that's involution. And each loop feeds the next. More here: https://ardenletter.com/p/the-wests-ca…</p>https://x.com/Nicolas_Colin/status/21081805428730515510.00702026-10-08T15:08:49.685745+00:002x.comchinaeuuseconomy2282https://pbs.twimg.com/media/HUHDB4jWIAAV1qM?format=jpg&name=smallImage2026-10-08T15:08:50.348369+00:002409@Nicolas_ColinNicolas ColinEurope once had factories and no money. Now it has the money, but it sends much of it away. Where do European savings go?<p>Across the Atlantic, into America, where they flow into US equities, Treasuries, and other financial assets—and, increasingly, into the valuations of a handful of tech giants. Those returns are difficult for American factories to match, which helps push capital toward finance and technology rather than manufacturing. Meanwhile, European plants face high energy costs, weak investment, and growing Chinese competition—all problems that more capital could help address, yet European savings continue to finance American assets. I call this “the West’s carry trade against itself”: Europe saves; America turns those savings into financial assets and inflated tech valuations; meanwhile, China builds the factories. The chart below shows twenty years of this dynamic. More on this soon: https://open.substack.com/pub/europeanstraits/p/the-wests-carry-trade-against-itself…</p>https://x.com/Nicolas_Colin/status/21077742034327064900.00602026-10-07T15:52:28.939246+00:002x.comfinanceeu2220https://pbs.twimg.com/media/HUA5fUBW0AEvoMW?format=jpg&name=smallImage2026-10-07T15:52:30.077599+00:002369https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAGermany’s continued participation in the euro raises difficult questions about how member states share financial risks, particularly those with higher public debt.<p>While Germany’s mainstream parties remain reluctant to frame the debate in these terms, the AfD has made these concerns a prominent part of its political messaging...Source: Robin Brooks</p>https://www.linkedin.com/feed/0.00602026-10-07T04:52:15.296276+00:001linkedin.comgermanyeu2187IMAGE/media/content/2369/20261007-eu-creditor-vs-debitor.jpg20261007-eu-creditor-vs-debitor.jpgjpg2026-10-07T04:59:52.125097+00:002361Germany and France want EU storm gates for China’s trade surgeA bold joint letter suggests confrontation loomshttps://www.economist.com/europe/2026/10/05/germany-and-france-want-eu-storm-gates-for-chinas-trade-surge0.00402026-10-06T14:00:22.317975+00:0029economist.comchinaeufrancegermany2179IMAGE/media/content/2361/image.pngimage.pngpng2026-10-06T14:00:58.771970+00:002348@wolfofwolfstWolf RichterHome Prices in the Largest 20 European Countries, from Splendid Housing Bubbles to a Market that Fell Back to 2009.<p>Source: Wolf Richter (X)</p>https://x.com/wolfofwolfst/status/21072305471185267660.00502026-10-06T12:06:00.597146+00:002x.comeuropereal-estatehousingeu2280@fberminghamFinbarr BerminghamUK ready to match the EU’s 45% tariffs on Chinese EVs to avoid pain of Made in Europe proposals<p>Source: Finbarr Bermingham (X)</p>https://x.com/fbermingham/status/21070241020912889080.00602026-10-05T13:08:56.005618+00:002x.comeutariffsuk2102IMAGE/media/content/2280/g-20261005-uk-45percent-tariffs-on-china-cars.jpgg-20261005-uk-45percent-tariffs-on-china-cars.jpgjpg2026-10-05T13:11:36.395575+00:002134@KushPatil_KushIn 2008, the EU's economy was bigger than America's. Today, the US is 45% bigger.<p>In 2008, the EU's economy was bigger than America's.Today, the US is 45% bigger, and Americans produce almost twice as much per person. What hurt Europe most: energy, regulation, or missing big tech?</p>https://x.com/KushPatil_/status/21059461371274408180.00402026-10-02T16:27:02.022947+00:002x.comuseueconomy1935https://pbs.twimg.com/media/HTmrAaRXEAAldnl?format=jpg&name=smallImage2026-10-02T16:27:02.974592+00:002123@TheCradleMediaThe CradleEU rejects US threat to ban diesel exports over European fuel reserves<p>The European Union today "fully rejected" a US threat to ban diesel exports if European countries do not release more of their fuel reserves, European Commission spokesperson Anna-Kaisa Itkonen said. "A ban would not be beneficial to anyone. It would undermine our trust in the United States as a reliable partner," Itkonen said, according to Reuters. She added that the EU's Oil Coordination Group is scheduled to meet on 15 October, but could convene earlier if necessary. The European Commission said separately on Friday that EU diesel supplies remain stable for now, although prices remain high amid tight global markets. The bloc is also coordinating with the International Energy Agency over the release of oil stocks.</p>https://x.com/TheCradleMedia/status/21059792866161586330.00502026-10-02T12:04:55.026938+00:002x.comeuenergydiesel1926https://pbs.twimg.com/media/HTnw--HXAAEekvX?format=jpg&name=smallImage2026-10-02T12:04:56.078509+00:002113https://www.linkedin.com/in/wim-grommen-87aa7632/Wim GrommenFrance's borrowing costs have risen above those of Italy and Greece<p>French 10-year bond yields are the highest relative to similarly-dated German bunds since the European debt crisis 14 years ago. France's borrowing costs have risen above those of Italy and Greece, with the nation facing one of the biggest fiscal deficits in the EU.</p>https://www.linkedin.com/feed/0.00802026-10-02T07:15:52.320970+00:001linkedin.comeubondsfinance1920https://media.licdn.com/dms/image/v2/D4E22AQFcORAFexfb8g/feedshare-shrink_160/B4EaD6_rRJIIAk-/0/1790917391671?e=1792627200&v=beta&t=L-gJ4vXu3sYwn3VJKg3QuuF66sn5rB8Fnq1EQXb0YvgView image2026-10-02T07:15:52.846700+00:002047@MarioNawfalMario NawfalWashington wants Europe to release its emergency diesel stockpiles, and France and Germany hold more than a third of them<p>Washington wants Europe to release its emergency diesel stockpiles, and France and Germany hold more than a third of them. France holds 8.2 million tons and Germany 5.6 million, together about 35% of the EU's strategic diesel reserves, according to the latest EU data. U.S. officials say both countries have fallen short of promises made in March to release oil stocks and help offset the supply shock from the Iran war. Diesel prices have hit record or near-record highs in several markets, including Europe, hammering trucking, farming and industry. The EU says it hasn't decided whether to release more and wants to keep some in reserve in case things get worse. Awkward timing, since Europe now leans heavily on American diesel imports, and Trump has backed banning them altogether. Source: Reuters / Writer: Julie</p>https://x.com/MarioNawfal/status/21055797232333295460.00702026-10-01T10:22:07.461940+00:002x.comeuenergydiesel1850https://pbs.twimg.com/media/HTiBXJ7WUAAJucJ?format=jpg&name=smallImage2026-10-01T10:22:07.710034+00:001940@Strawhats7Straw_hatsVery rare for EU #wheat to be trading at such a discount to EU #Corn<p>Very rare for EU #wheat to be trading at such a discount to EU #Corn, wheat feeding will be ramping up and EU wheat balances will tighten very quickly from here....</p>https://x.com/Strawhats7/status/21047218355103666390.00402026-09-30T06:04:00.861078+00:002x.comeucornwheat1731https://pbs.twimg.com/media/HTV42PdakAAhitg?format=png&name=smallImage2026-09-30T06:04:01.222756+00:001861Ireland is helping supply Russia’s war machineThe EU considers putting an Irish alumina refiner on its sanctions listhttps://www.economist.com/europe/2026/09/27/ireland-is-helping-supply-russias-war-machine0.00402026-09-28T07:50:55.960172+00:0029economist.comeurussiaireland1640https://www.economist.com/cdn-cgi/image/width=1424,quality=80,format=auto/content-assets/images/20260926_EUP509.jpgThe Rusal Aughinish Alumina plant in Ireland2026-09-28T07:50:56.301533+00:001859EU countries consider Nato-style joint responses to Russian hybrid attacksCampaign this year has included drone attacks, bombs and arson, leading to calls for a stronger responsehttps://www.ft.com/content/5513b441-a575-4c73-8532-cb09216c44060.00502026-09-28T07:48:56.975170+00:0012ft.comeurussianato1570Denmark warns that Russia expected to escalate hyb...Denmark warns that Russia expected to escalate hybrid warfare against Nato allies in coming monthshttps://www.theguardian.com/world/live/2026/sep/24/russia-ukraine-un-zelenskyy-putin-kharkiv-macron-eu-competitiveness-latest-news-updates0.00502026-09-24T12:35:48.189986+00:0027theguardian.comdenmarknatoputineukharkivmacronzelenskyyrussia1370IMAGE/media/content/1570/image.pngimage.pngpng2026-09-24T12:36:17.579319+00:001346France calls on EU to take immediate action to lower energy pricesPresident Emmanuel Macron also urges European Commission to delay implementation of new methane rules by a yearhttps://www.ft.com/content/07c05f00-5c05-4b6d-837b-17118b266ecd0.00502026-09-22T05:29:23.632495+00:0012ft.comeuropean-commissioneufranceemmanuel-macron1179https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fb4cc03ef-bf4b-4162-9c70-475b85511b2a.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downFrance calls on EU to take immediate action to lower energy prices2026-09-22T05:29:23.837433+00:001039The EU’s naval mission to protect merchant shippin...The EU’s naval mission to protect merchant shipping in the Red Sea has raised its alert level due to the “worsening security situation”.https://www.aljazeera.com/news/liveblog/2026/9/18/iran-war-live-trump-weighs-big-decision-on-iran-tanker-hit-in-hormuz?update=49627480.00302026-09-18T14:55:13.668002+00:005aljazeera.comeusecuritynaval987Canada’s Carney embraces EU associate membership proposalCanada’s Carney embraces EU associate membership proposalhttps://www.theguardian.com/world/2026/sep/17/mark-carney-deep-cooperation-canada-eu-strasbourg0.00402026-09-17T19:24:51.003126+00:0027theguardian.comeumark-carneycanadastrasbourg892Trump suggests EU-Canada associate member deal wou...Trump suggests EU-Canada associate member deal would be ‘hostile act’https://www.ft.com/0.00502026-09-17T15:11:43.852505+00:0012ft.comeutrumpcanada762https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fe62f07a2-4ca6-413e-a850-2b6099c84f77.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downTrump suggests EU-Canada associate member deal would be ‘hostile act’2026-09-17T15:11:44.150702+00:00884Carney says Canada will decide its own partnerships after Trump calls EU proposal ‘laughable’Carney says Canada will decide its own partnerships after Trump calls EU proposal ‘laughable’https://www.cnbc.com/2026/09/17/carney-canada-eu-associate-member.html0.00402026-09-17T15:08:32.299497+00:0026cnbc.comcarneyeutrumpcanada759IMAGE/media/content/884/image.pngimage.pngpng2026-09-17T15:08:55.686289+00:00538https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: The EU and Canada are set to announce a ...BREAKING: The EU and Canada are set to announce a massive "all encompassing" partnership which will range from trade to security after President Trump's latest tariffs, per Bloomberg.Details include:1. Canada and the EU seek to build a new alliance to "offset the global power politics dominated by the US and China"2. The partnership is expected to be announced on September 16th3. Short of EU membership, the EU and Canada want to "get as close as legally possible"4. Canada was also the first country outside of the EU to join the EU’s $175 billion military procurement fundThe trade war and AI are redefining global power dynamics.https://www.linkedin.com/company/the-kobeissi-letter/0.00602026-09-09T02:26:13.597799+00:001linkedin.comeucanadatrade481https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1790812800&v=beta&t=_fcZwKric8CuWrxpLti9cp3ONQz3KbN_pIKopp-L5-AView company: The Kobeissi Letter2026-09-09T02:26:15.353478+00:00214@LuizaJarovskyLuiza Jarovsky, PhD🚨 The EU has begun enforcing the AI Act:...🚨 The EU has begun enforcing the AI Act:https://x.com/LuizaJarovsky/status/20937852553628590130.00402132026-08-31T08:00:48.894864+00:002x.comeuai-actenforcement226https://pbs.twimg.com/media/HQ6QkBQXMAED-us?format=png&name=smallImage2026-08-31T08:00:49.222267+00:00213@productaizeryPatrick SentiExpect AI models to be unaccessible in the EU soon...Expect AI models to be unaccessible in the EU soon.https://x.com/productaizery/status/20939783414978805790.00402142026-08-31T08:00:47.057664+00:002x.comeuaimodels201Romania to lose €770mn in EU funds due to government crisisEU recovery fund - Romania to lose €770mn in EU funds due to government crisis. Bucharest will miss a Monday deadline for passing laws required by Brussels to approve recovery fundinghttps://www.ft.com/content/9914f45e-4e5c-4f6e-990b-043a65fb7ebf0.00602026-08-31T06:37:48.591600+00:0012ft.comeuromaniabrusselsbucharest218https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F9dd9ad15-4c06-43cc-a763-5087301d3039.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downRomania to lose €770mn in EU funds due to government crisis2026-08-31T06:37:49.619965+00:00101@BRICSinfoBRICS NewsJUST IN: 🇪🇺🇷🇺 EU countries call for frozen Russian...JUST IN: 🇪🇺🇷🇺 EU countries call for frozen Russian assets to be used to fund Ukraine.https://x.com/BRICSinfo/status/20928293804478179140.00502026-08-27T12:56:44.252367+00:002x.comeurussiaukraine95https://abs.twimg.com/emoji/v2/svg/1f1ea-1f1fa.svg🇪🇺2026-08-27T12:56:44.558112+00:0096https://abs.twimg.com/emoji/v2/svg/1f1f7-1f1fa.svg🇷🇺2026-08-27T12:56:44.618045+00:00