Macro TakeMarch 21, 2026
Europe Needs Execution Speed, Not New Slogans
Policy ambition is abundant. Competitive outcomes now depend on faster cross-border implementation.
Insights
Macro Takes & Analysis
Short EssayMarch 5, 2026
Defence Industry Requires Shared Scale
Fragmented procurement keeps Europe expensive and slow. Strategic scale must become the default.
ThreadFebruary 13, 2026
Capital Flows Are Strategic Infrastructure
Financial integration is not only economic policy. It is geopolitical capacity in practice.