insights INSIGHT Europe's Financial 'Nuclear' Options ios_share
Europe has developed an 'anti-coercion instrument' to retaliate financially against coercive states.
It can calibrate tariffs and sanctions as proportionate responses to economic or political blackmail.
play_arrow Listen from 07:21 Save
insights INSIGHT Nontraditional Retaliations Can Hurt Deeply ios_share
Europe could target U.S. tech protections or impose measures affecting U.S. financial plumbing as retaliatory options.
Such moves can be calibrated to hurt U.S. interests without immediate escalation to extreme measures.
play_arrow Listen from 08:37 Save
insights INSIGHT Numbers Mislead: Holdings Aren't Centrally Controlled ios_share
Large headline numbers of European holdings of U.S. assets mask fragmentation across private owners and custodians.
Coordinating a mass, unified sell-off of treasuries would be operationally and politically difficult.
play_arrow Listen from 10:03 Save
Get the Snipd Podcast app to discover more snips from this episode
Get the app As Donald Trump threatens a takeover of Greenland, Europe responds with military deployments, sending the markets into a low-key swivet. Today on the show, Rob Armstrong and Alphaville reporter Toby Nangle discuss what financial weapons the EU has to defend against an increasingly warlike US president. Also they go long Dutch tech company ASML and long a return to live television.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer .
You can email Robert Armstrong and Katie Martin at unhedged@ft.com .
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
