The outbreak of the pandemic in 2020, and more recently the war in Ukraine, has accelerated the trend of decoupling between the US and China, and Europe also appears to have joined in, albeit somewhat timidly for now. We analyse the EU’s dependence on China in order to understand whether European strategic autonomy is possible, or even desirable.
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One of the big questions of the moment is whether the current rise in prices will spread to wages. To answer it, we analyse current wage dynamics in the euro area and what path they might follow in the future.
The upturn in debt yields on a global scale has put the fiscal situation back in the spotlight. The case of Europe is of particular interest, since in 2024 the fiscal rules will be reinstated after having been suspended since 2019 due to the pandemic and the outbreak of the war in Ukraine. What the new fiscal framework proposes? Is the proposed plan more or less strict than the current one?
A changing European labour market: the role of immigration and new jobs
Labour market & demographics
Active training policies, as well as the ability to attract talent in sectors with the greatest shortage of skilled personnel, will be key if the EU is to make progress in innovation and competitiveness and avoid falling behind its main competitors.
The US interest rates have risen steadily and significantly, galvanised by the Federal Reserve’s rapid and aggressive monetary tightening policies. However, this does not necessarily mean that US bonds are more attractive than their European counterparts. A key factor in the comparison is the exchange rate.
The energy crisis has served as an incentive within the EU to accelerate the transition to energy sources that are more environmentally friendly and less dependent on fossil fuels, but this is seen as more of a medium-term goal.
With the third year of disbursements of European NGEU funds now behind us. Have expectations been met? Are the investments and reforms being implemented as planned?
Undoubtedly, the negotiation of the next budget will once again test the health of the European project, on which our strategic autonomy needed to address the geopolitical challenges that will continue to come from abroad will depend.