Insights: Europe

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Recent posts

Adem Tumerkan • Jun 12, 2026

The China-EU Trade War Nobody Is Talking About (Yet)

China’s exports are flooding Europe, widening deficits and sparking new tariffs—an overlooked trade war that could reshape global markets

MacroMorning PourChinaTrade WarEurope

Adem Tumerkan • Aug 14, 2026

Why the Euro Won’t Replace the USD as the World’s Reserve Currency

Can the euro replace the USD as the top reserve currency? Germany’s export model, France’s debt, and eurozone fragmentation suggest it remains unlikely.

MacroMorning PourCurrencies

Adem Tumerkan • Jun 25, 2026

Can Europe Dump $10 Trillion in U.S. Assets? Here’s Why It Can’t

Europe holds $10 trillion in U.S. assets. Selling sounds powerful — but the Eurodollar system and dollar dependency make it nearly impossible. Here's why.

MacroMorning PourCurrencies

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Adem Tumerkan • Sep 4, 2026

Europe vs. China: Why a Trade War Is Becoming Harder to Avoid 

China's trade surplus with the EU hit $113B in early 2026 as the China EU trade war escalates. Why fighting the U.S. and Europe at once may be a fight Beijing can't win.

MacroChinaTrade WarEurope

Adem Tumerkan • Aug 31, 2026

The Fifth Wave: Why the Global Rearmament Cycle Is Just Getting Started

Global defense spending is rising as nations rebuild stockpiles, expand drone capacity, and prepare for a rearmament cycle that could last years.

MacroCyclesEuropeGeopolitics