Geopolitics and Policy
Europe politics and economy
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 22
- Share
- 2.1%
- Shows
- 19
- Net sentiment
- −0.33
Down from 2.6% of episodes in the weeks before; net sentiment was −0.63.
Bullish 1Mixed 2Neutral 16Bearish 3
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 3
- Weidel predicts a bond market crisis and argues the euro and EU structures harm Germany's economy.An interview with Alice Weidel · Economist Podcasts · Oct 15
- Polarizing presidential candidates and fiscal politics add pressure on French and eurozone debt.Across the Pond: Europe’s bond stress test · UBS On-Air: Market Moves · Oct 16
- Italy's central bank says planned deficits may keep it under EU supervision, delaying its exit.The Evening Allocator: OPEC trims its oil demand forecast; Italy's deficit exit in doubt; China frees up local borrowing room · The Angus Briefing · Oct 12
Mixed 2
- EU leaders' response to the deal and the deindustrialization of Europe remain uncertain.(Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove? · Sharp China with Bill Bishop · Oct 13
- Volkswagen's chief urged France and Germany to counter Chinese car competition and hybrid import limits.Donald Trump defends his Russian diesel plan; another missile hits Riyadh airport, and more · The World in Brief from The Economist · Oct 13
Neutral 16
- Discussed factually as the subject of Brussels reporting, with no clear investing angle.The Brussels Beat: Henry Foy on Covering Europe's Capital (Pt. 2) · The Eurofile · Oct 16
- Covers Sweden, Finland and NATO alliance politics and burden sharing, without market implications.288 - Dr. Hunter Hustus: Deterrence on NATO’s Front Line · NucleCast · Oct 13
- German-Russian relations and political cooperation are discussed factually.Russia And Germany: How Cozy Are These Enemies? Follow The Oil And Gas Money · Psychopath In Your Life with Dianne Emerson · Oct 17
- Covers European governments' responses, public opinion and the risk of Russia-sympathetic parties gaining votes.Is Europe Ready for a Hybrid War With Russia? · Carnegie Politika Podcast · Oct 15
- French budget fight and student protests reported factually, without a market angle.NATO warns Russia amid escalating hybrid attacks from Moscow · Europe Today · Oct 13
- Discussed as Europe's competitiveness gap and the political shift toward the hard right, with no clear market call.Scott Lucas: Trump's Incompetence is Bad for America, Great for the Rest of the World · The CEO Retort with Tim El-Sheikh · Oct 12
Show 10 moreShow fewer
- French protests and UK budget constraints limit prospects for significant defense spending increases.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- European energy dependence and industrial decline are presented as consequences of Trump's posture.The Narrative Ep. 84: American Villain · Badlands Media · Oct 12
- Reports of Russian plots against European defense executives and a Polish attack plot.Houthis attack Riyadh airport; Trump’s “energy ceasefire” between Russia and Ukraine, and more · The World in Brief from The Economist · Oct 12
- Nationwide French protests over living costs and education standards, with arrests and property damage.Zelensky claims Starlink restrictions were deliberate; Protests flare up across France, and more · The World in Brief from The Economist · Oct 18
- Burnham's Brexit remarks and efforts to move the UK closer to the EU are discussed as political positioning.Burnham: straight-talker or loose cannon? · Political Fix · Oct 16
- EU sanctions debate and split from Washington on Russian oil enforcement discussed factually.Crosswire — October 14, 2026 · Crosswire · Oct 14
- Europe's trade stance toward China and conservative shifts in Germany are noted factually.5. AUSTRALIA - Global Geopolitics and Economic Shifts - GREGORY COPLEY 101326 · The John Batchelor Show · Oct 13
- Discussion of UK hate crime statistics rising against Muslims and Jews.Mormons Double Down · Thank God I'm Atheist · Oct 14
- Europe's defense spending, China trade deficit and bond yield stress were described without a directional call.Top of the Morning: Election Watch - Foreign capital, state capitals · UBS On-Air: Market Moves · Oct 13
- Host briefly notes Quebec's separatist-leaning provincial election win and its implications for Canada.Wake Up & Smell the Diesel · This Week in Geopolitics · Oct 12
Around it
Companies named
- Volkswagen 2
- Unicredit1
- Barclays1
Shows that covered it most
- The World in Brief from The Economist3
- UBS On-Air: Market Moves2
- Badlands Media1
- The Angus Briefing1
- The CEO Retort with Tim El-Sheikh1
- This Week in Geopolitics 1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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