
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 country see a stable majority—or more uncertainty? - How would a provisional 2025 budget shape France’s fiscal path and consolidation efforts? - Will political instability rattle rating agencies—and could that impact bond yields?
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Economic Consequences of Europe’s New Geopolitical Situation, with Moritz Schularick

Is Germany’s Industrial Slowdown About to Spiral?

Tariffs - What Do They Achieve?

Review of the ECB Meeting - January 2025
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