The After Market Party

As Germany and Europe open the fiscal floodgates, the continent is poised for a transformative wave of economic changes. We analyze Germany’s unprecedented, near €1,000 billion infrastructure and defence package and the EU’s ambitious €800 billion “ReArm Europe” defense plan. What are the potential impacts on growth, inflation, and Europe’s long-term economic trajectory? We dive into the key drivers behind this historic spending surge, explore how it could reshape Europe’s economic landscape, and discuss the challenges ahead. Will these investments propel Europe into a new era of growth, or will risks like inflation and high debt derail progress? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

Trump’s unpredictable trade policies are rattling the markets. In this episode, we analyze the recent turmoil in U.S. markets caused by President Trump’s tariff threats, including a sharp correction in major indices. We also explore the Federal Reserve’s response to weaker-than-expected inflation data and Germany’s €500 billion infrastructure fund aimed at revitalizing the German economy. Finally, we preview next week’s key events and indicators that could shape market sentiment further. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

With President Trump refusing to rule out a recession, stock markets have plunged as investors reassess the economic impact of his policies. Monday saw the Dow Jones drop 890 points, fueled by Trump’s tariff announcements and growing fears of a "Trump-cession." In this analysis, we break down the drivers behind this market turmoil and explore whether a Goldilocks scenario—a balance of stable growth and low inflation—remains achievable. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

Join us as we dive into the world of high finance and uncover the truth behind the unholy alliance that's sending shockwaves through the global economy. We examine the implications the EU's €800 billion defense investment and discuss the ripple effects of US tariffs on global economies and the outlook for global markets. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

Germany's borrowing costs experience their largest surge since 1997 following a historic agreement on debt reform with EUR 500bn infrastructure fund and an ex-ante unlimited defence spending. On top of that, European Commission has proposed allowing EUR 800bn in additional borrowing by EU governments to be exempt from the bloc’s rules on debts and deficits, triggering the ECB to adoting a very cautious stance on further rate cuts. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

We delve into the growing divide between hawks and doves ahead of the ECB’s March 6 monetary policy meeting, examining Isabel Schnabel’s calls for caution on further rate cuts. We also explore how economic indicators and geopolitical shifts are shaping the ECB’s decisions. As tensions rise among policymakers, what will be President Christine Lagarde’s strategy to navigate these divisions? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

We examines news and macroeconomic indicators that defined the past week in global markets and have a look at the week ahead for markets, highlighting the most significant events and discuss the market outlook. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

Is Europe on the brink of war? Are European leaders prepared to take decisive action to protect their citizens and interests? We explore NATO's projections of heightened defense spending, discussing financial strategies like EU borrowing and the ECB's potential role in financing. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

The German election has finally come to a close, but what happens next? Join us as we dive into the aftermath of the election and explore the potential implications for Germany and the world. From coalition negotiations to policy changes, we'll cover it all. Don't miss this in-depth analysis of what's to come in the wake of this pivotal election. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

This episode analyzes the recent downturn in U.S. stock markets, emphasizing rising inflation concerns and declining consumer confidence. We discuss the implications of new U.S. tariffs, Treasury yield trends, and the speculative "Mar-a-Lago Accord," as well as the Eurozone's economic stagnation and political headwinds ahead of Germany's elections. Hear the latest on how these developments may signal broader economic and market transformations. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

This episode analyzes the mixed market reactions to key events, from Trump's tariffs to hopes of an Ukraine peace deal and EU defense spending amidst geopolitical tensions. We explore how central banks like the Federal Reserve and ECB shape global financial markets, including stock, bonds and currencies, during times of inflation and policy shifts. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

This episode examines Germany's economic challenges, from surging energy costs to the lag in industrial innovation, amidst rising competition from global players like Chinese EV makers. We analyze the pivotal February 2025 elections, focusing on Friedrich Merz and potential coalitions, alongside labor and industrial reforms aimed at recovery. With insights from Berlin's tech scene and global banking discussions, we unpack Germany's critical balancing act between tradition and transformation. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

In today’s episode, we focus on past week’s key macroeconomic data, including the crucial US January labor market report and the ISM manufacturing and services indices. Additionally, we analyze the Eurozone's January inflation and industrial production data. We also delve into the ECB's wage tracker and review the ECB's recent report on the neutral interest rate. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

President Trump has delayed the implementation of tariffs on Canada and Mexico, but the endgame remains undecided. Market participants should prepare for tariffs being introduced in the near future. This episode explores the economic ripple effects of tariffs, including a projected rise in U.S. inflation above 3% and their implications for U.S. and Eurozone markets. We analyze the outlook for the Fed’s interest rate decisions and the ECB’s policy challenges, highlighting the contrasting dilemmas faced by these two central banks. Finally, we examine the potential impact on bond yields, stock markets, and the EUR/USD exchange rate. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

Trump's Canada-Mexico tariffs may be enacted on Saturday. This episode examines the ripple effects of Trump's tariff policies on global markets, from stock and bond market reactions to consumer prices. Learn how bond yields in the U.S. and Europe are impacted, and where the U.S. dollar stands amidst market uncertainty. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

This episode discusses Jerome Powell's careful approach to inflation and the labor market, alongside the Federal Reserve's policy outlook. We also analyse the ECB's rate cut and its data-dependent approach amid disappointing economic indicators. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

In today’s special, we're discussing a topic that's been making waves in the AI community and beyond—China's DeepSeek. This AI startup has not only challenged the status quo but also raised significant concerns about cybersecurity, data privacy, and geopolitical dynamics. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com

The After Market Party is your go-to podcast for a deep dive into the most significant events shaping the US and Eurozone macroeconomic landscapes and financial market. In this episode our hosts discuss the recent macro data and its implications for the coming months. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit moneyunchained.substack.com