Geoeconomics

Home
Archive
About
How did the EU resist arm-twisting at the G7
The G7 Summit in Hiroshima marked the important return of the G7 but also the stage of new transatlantic tensions with respect to China.
 • 
Shahin Vallée

January 2023

September 2022

EU accelerating energy market interventions but...
A number of policy proposals are hitting the wires to address energy prices, few will be achieved
 • 
Shahin Vallée
The German plan to respond to the energy crisis and its fiscal consequences
The bold German plan will make the return to the debt brake in 2023 unachievable
 • 
Shahin Vallée
1

August 2022

July 2022

The ECB's policy normalisation may have ended already
The decision to accelerate policy normalisation in the face of adverse macro risks and restore monetary dominance will prove unwise
 • 
Shahin Vallée
1

June 2022

ECB must adopt clear spread control framework
Reinvestment flexibility is not a sufficient stabilizing tool against fragmentation risks
 • 
Shahin Vallée
1

May 2022

RepowerEU plan is short of what is required
RepowerEU is a historical opportunity to combine energy security of supply with energy and climate transition. It requires bolder steps.
 • 
Shahin Vallée
Macron boldly calls for a new Convention
The speech puts the institutional and democratic debate back at the heart of European integration when it had been sidelines for years
 • 
Shahin Vallée
Germany's debt brake won't survive this war
Commitment to debt brake and multiplication of special funds obscures fiscal policy and undermines its stabilization properties
 • 
Shahin Vallée

March 2022

What will Bretton Woods III look like?
The current conflict will not lead to the demise of the dollar-based system
 • 
Shahin Vallée
1
The cost of an oil & gas embargo for Europe and the necessary policy response
Europeans will have to cut their dependence on Russian gas and pay the price for it
 • 
Shahin Vallée
© 2024 Shahin Vallée
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture