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Paul @paulb72.bsky.social · 18m

Expecting a drop in productivity numbers next year…

Paul @paulb72.bsky.social · 29m

Still need massive investments in enabling infrastructure asap if we want to make it work here. Because these incentives will mostly just help CN and KR-headquartered battery manufacturers

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Paul @paulb72.bsky.social · 13h

The fundamentals of German industrial groups were a lot stronger back then, though

Christian Odendahl @codendahl.bsky.social · 22h

You could also say that the anomaly of Germany maintaining a high industry share despite its rising GDP level is now probably over and the country will continue where it left off back then.

Reposted by Paul

Sander Tordoir @sandertordoir.bsky.social · 20h

It is a pretty dire indictment on the quality of German policy-making if we blast billions on stay-at-home subsidies and gastronomy tax cuts.

And do nothing for our most important industry bringing in 90bn in tax receipts, other than killing the ICE phaseout cuz we want to stay in the 20th century

Sander Tordoir @sandertordoir.bsky.social · 20h

German auto summit tomorrow.

The sole focus on the EU combustion engine phase-out, which is 10 years away, is baffling because German cars have a demand problem today

Berlin worries a new EV subsidy scheme would be fiscally too expensive.

But demand-side support is a fiscal no-brainer here.

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Paul @paulb72.bsky.social · 1d

Banger

Reposted by Paul

Giles Wilkes @gilesyb.bsky.social · 1d

I have written a quick response/critique to the very provocative "whatever it takes" column from @adamtooze.bsky.social in today's FT.

freethinkecon.wordpress.com/2025/10/07/i...

Is this really a BOE “whatever it takes” moment?

There is a striking column in the FT from Adam Tooze, the incredibly prolific Chartbook author , which as I see it boils down to this: prolonged stagnation has thrown the UK into a desperate positi…

freethinkecon.wordpress.com

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Reposted by Paul

Finbarr Bermingham @fbermingham.bsky.social · 1d

Sefcovic hints more probes on the way against China!

"We are of course looking at other sectors that are most affected by trade volatility and if need be, we would be acting also in in other sectors."

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Paul @paulb72.bsky.social · 1d

Pretty crazy coming from a GOP senator. Must not be up for re election

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Paul @paulb72.bsky.social · 1d

It’s obviously not a ‘global city’ on the level of Paris, London, etc. But still, punching above its weight

Paul @paulb72.bsky.social · 1d

No but seriously, everyone told me about how dark and grimy Berlin was supposed to be. But it’s actually quite pleasant. Reminds me of a landlocked The Hague but more spacious. Maybe I need to see the gritty parts and meet some ‘real’ Berliners

Paul @paulb72.bsky.social · 1d

Seems like a pretty good way to reduce short-termism in the broader economy

www.bloomberg.com/news/article...

Jamie Dimon Would Welcome Change in Quarterly Earnings Requirement

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said he would welcome proposed changes that would ease US Securities and Exchange Commission requirements for quarterly earnings reports.

www.bloomberg.com

Paul @paulb72.bsky.social · 1d

No but seriously, everyone told me about how dark and grimy Berlin was supposed to be. But it’s actually quite pleasant. Reminds me of a landlocked The Hague but more spacious. Maybe I need to see the gritty parts and meet some ‘real’ Berliners

Paul @paulb72.bsky.social · 1d

Then, 50m ahead, some architectural ebullience that has even the most seasoned Parisians such as myself trembling with joy and disbelief

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Paul @paulb72.bsky.social · 1d

Just Berlin looking warm and welcoming

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Reposted by Paul

Brendan Greeley @bhgreeley.bsky.social · 1d

Lagarde going for the throat here: swap lines.

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Paul @paulb72.bsky.social · 1d

Analysts like to stress the impending doom of China’s rise for Western firms. But after some research into Chinese synthetic biology the past few days, it’s becoming clear that while China leads in some middle industry stuff (batteries, EVs, nuclear), key frontier technologies remain a challenge…

Paul @paulb72.bsky.social · 1d

The only politically feasible way of fixing France’s fiscal issues is taxing very wealthiest

Paul @paulb72.bsky.social · 1d

Maybe not the index. But there’s a lot of alpha in smaller, lesser known picks

Paul @paulb72.bsky.social · 2d

I still feel like China will be the trade of 2026

research.gavekal.com/teaser/the-e...

The Elusive “Slow Bull” Market - Gavekal Research

research.gavekal.com

Paul @paulb72.bsky.social · 2d

I still feel like China will be the trade of 2026

research.gavekal.com/teaser/the-e...

The Elusive “Slow Bull” Market - Gavekal Research

research.gavekal.com

Reposted by Paul

FRANCE 24 @france24.com · 3d

🔴 URGENT - Sébastien Lecornu a remis sa démission à Macron qui l'a acceptée. Suivez notre direct

Gouvernement Lecornu, en direct : le Premier ministre a démissionné

Le Premier ministre français, Sébastien Lecornu, a dévoilé dimanche soir une première salve d'une quinzaine de ministres. Critiqué de toutes parts et fragilisé de l'intérieur par la fronde des Républicains…

f24.my

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Paul @paulb72.bsky.social · 3d

Who wore it better? chipsgunsandmoney.substack.com/p/how-to-fix...

Paul @paulb72.bsky.social · 3d

#Rijksbouwbedrijf

nos.nl/collectie/14...

GroenLinks-PvdA komt met miljardenplan voor woningbouw

De partij vindt dat het woningbouwbeleid op de schop moet en pleit voor een Rijksgrondbank, Rijksleningen en Rijkswoningen.

nos.nl

Reposted by Paul

@Marcel @elsschot.bsky.social · 3d

Mark Boumans (VVD), burgemeester van Doetinchem zegt waar 't op staat. De geweldsspiraal neemt toe, Wilders hitst burgers op en gemeenten krijgen met agressie te doen. Sommige gemeenten stellen de komst van AZC's daardoor uit.
Het is terrorisme en rechtsextremisme aldus Boumans. Chapeau! #Buitenhof

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Jean Pisani-Ferry @pisaniferry.bsky.social · 6d

La taxe Zucman mérite mieux que des invectives. Pour des raisons d’économie politique, alors que la France fait face à un ajustement budgétaire de très grande ampleur. Et parce qu’elle permet d’adapter le système fiscal aux transformations de l’économie. www.liberation.fr/idees-et-deb...

Taxe Zucman : il serait prudent de retenir, dans un premier temps, un taux de 1 %, par Jean Pisani-Ferry

Gage d’une meilleure répartition, elle permettrait d’atténuer la sous-taxation des ultrariches et de moderniser le système fiscal, plaide l’économiste Jean Pisani-Ferry.

www.liberation.fr

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Reposted by Paul

Carl Quintanilla @carlquintanilla.bsky.social · 5d

MORGAN STANLEY: “.. it’s difficult to ignore the market’s reliance on AI capex. In market-pricing terms, we believe we’re closer to the seventh inning than the first, and several developments indicate we may be entering the later phases of the boom.” 👀

[Shalett]

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Reposted by Paul

Brendan Greeley @bhgreeley.bsky.social · 5d

What could be more American than a silver dollar with a portrait of the President? Well, like a lot of things we enjoy here, the American silver dollar came from somewhere else. It didn't begin its life as a symbol of American pride, but of American dependence. /1 www.politico.com/news/2025/10...

Treasury Department considers minting a $1 Trump coin

The draft design of the coin, which was overseen by the Office of the U.S. Treasurer Brandon Beach, features Trump’s profile on one side of the coin.

www.politico.com

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