Podcast appearances and mentions of Mario Draghi

Konkurenceschopnost se stala v posledních dvou letech fantomem, který pronásleduje šéfy evropských institucí a vlády členských států na každém kroku. V případě, že se Unii nepodaří zareagovat dostatečně rychle, hrozí jí pomalé ekonomické skomírání ve stínu Číny a USA. Tak to předpověděl bývalý guvernér Evropské centrální banky Mario Draghi. Právě jeho tým sestrojil manuál, podle nějž ekonomiky 27 zemí EU postupují do budoucnosti. Problém je, že nedostatečně rychle. Z Draghim navržených reforem finančního systému Evropy se za rok a půl podařilo přijmout zhruba 10 procent návrhů. Agenda. Rozhovory s top lídry českého byznysu, zakladateli firem, odborníky. Čtvrthodinka o byznysu z první ruky. Každý všední den na SZ Byznys a ve všech podcastových aplikacích. Odebírejte na Podcasty.cz, Apple Podcasts nebo Spotify.

Làm thế nào để cạnh tranh cho lại khi mà hàng Trung Quốc rẻ hơn so với hàng của châu Âu từ 30-40 % ? 36 % nhà máy của Pháp và 70 % cơ sở của Đức có nguy cơ bị xóa sổ. Tiến trình « phi công nghiệp hóa » của châu Âu đang đứng trước một trận đại hồng thủy. Tính cạnh ranh cực cao của cỗ máy công nghiệp Trung Quốc do đâu mà có ? Châu Âu nên « Du nhập » công nghệ từ Hoa Lục hay noi gương Hoa Kỳ, áp dụng chính sách bảo hộ, đánh thuế hàng Trung Quốc ? Hôm 09/02/2026 cơ quan đặc trách về chiến lược và kế hoạch của Pháp – Haut Commissariat à la Stratégie et au Plan công bố báo cáo mang tựa đề L'industrie européenne face au rouleau compresseur chinois – Công nghiệp châu Âu trước máy ủi Trung Quốc. Cỗ máy công nghiệp của Trung Quốc được ví như xe ủi Trong tài liệu gần 80 trang, các đồng tác giả đưa ra những điểm chính như sau : Hàng của Trung Quốc giờ đây không chỉ là « hàng rẻ kém chất lượng ». Với chất lượng tương đương, hàng Trung Quốc rẻ hơn từ 30 đến 40 % so với hàng châu Âu. Đại dịch Covid19 hoàn toàn không làm suy yếu cỗ máy công nghiệp Trung Quốc. Trái lại từ gần sáu năm qua, khả năng cạnh tranh của công xưởng cho thế giới này càng khốc liệt, đe dọa trực tiếp đến « những các ngành công nghiệp cốt lõi » của châu Âu như công nghiêp xe hơi, hóa chất… Các doanh nghiệp Trung Quốc đang gặm nhấm thêm thị phần của các tập đoàn châu Âu trong khối 27 thành viên Liên Hiệp Châu Âu và kể cả những thị trường ở ngoài khối này. Khoảng25 % kim ngạch xuất khẩu của Pháp bị hàng Trung Quốc đe dọa. Đối với Đức, nền công nghiệp số 1 của Liên Âu, tình huống còn nghiệm trọng hơn : 1/3 xuất khẩu của Đức và 2/3 GDP của quốc gia này bị các đối thủ Trung Quốc cạnh tranh. Trong hai năm, 240.000 công nhân Đức trong các nhà máy đã bị mất việc. « Sự trỗi dậy của nền công nghiệp Trung Quốc giờ đây là một mối đe dọa ảnh hưởng đến toàn hệ thống của châu Âu : Trong vài thập niên, Bắc Kinh đã xây dựng một cỗ máy sản xuất ở quy mô lớn chưa từng có ». Sự trỗi dậy đó, dựa trên hai yếu tố. Một là sản xuất thật nhiều với chi phí thấp hơn nhiều so với tất cả các đối thủ cạnh tranh, và hai là nâng cấp công nghệ trong một thời gian cực ngắn. Hai yếu tố này đưa Trung Quốc trở thành nhà sản xuất lớn nhất thế giới đồng thời là đối tác thương mại duy nhất thặng dư mậu dịch với toàn cầu. Nhìn chung cho cả khối 27 nước thuộc Liên Hiệp Châu Âu, trên thị trường nội địa, « với đà hiện tại, trong trung hạn 55 % sản xuất công nghiệp của châu Âu có thể bị hàng Trung Quốc đe dọa trên thị trường nội địa ». Châu Âu từng bước bị Trung Quốc đẩy vào thế của các nhà « lắp ráp » Tài liệu nhấn mạnh đến một thay đổi lớn từ những năm 2010 : Bắc Kinh không chỉ tập trung tích lũy năng lực sản xuất, mà đã rút ngắn khoảng cách công nghệ với các nước tiên tiến khác. Mục tiêu nhằm khẳng định vị trí của Trung Quốc trong các lĩnh vực có giá trị gia tăng cao hơn. Kế hoạch Made in China 2025, được thông qua năm 2015, minh họa cho sự chuyển hướng này. Trung Quốc đã nhắm đến từ công nghệ thông tin, dược phẩm, máy móc và robot, hàng không dân dụng, xe điện và thiết bị nông nghiệp. Chính sự thay đổi này, như báo cáo của Cơ quan đặc trách về chiến lược và kế hoạch của Pháp ghi nhận « tạo ra nguy cơ hàng công nghiệp châu Âu bị giảm chất lượng và châu Âu chỉ còn đảm nhận các khâu lắp ráp, và hoàn thiện sản phẩm, làm giảm khả năng tạo giá trị và kiểm soát công nghệ ». Tiêu biểu nhất là bước « đại nhẩy vọt trong ngành công nghiệp xe hơi Trung Quốc ». Châu Âu đã phải nhìn nhận « nói về ô tô điện, ở tất cả mọi khâu, công nghệ của Trung Quốc giờ đây đang đi trước các đối thủ một thế hệ » và đau hơn nữa cho các nhà sản xuất nổi tiếng trên Lục Địa Già là « với chất lượng tương đương, Trung Quốc có thể sản xuất với giá thành thấp hơn ». Nhân một sự kiện quy tụ các nhà sản xuất xe hơi Trung Quốc - China Passenger Car association đầu năm nay, ban tổ chức đã trình bày một biểu đô cho thấy : Trên thế giới, Trung Quốc chiếm 75% thị trường điện thoại di động và cứ trên 100 máy điều hòa không khí thì có 75 chiếc là  hàng Trung Quốc, 84 % máy tính xách tay lưu hành do Trung Quốc sản xuất… Nhưng trên thị trường xe hơi, thì ô tô điện mới chỉ chinh phục được 66 % thị phần, và 33 % với các loại xe hơi chạy bằng xăng, dầu. Quan chức chủ trì sự kiện đó lập cảnh cáo giới trong ngành phải nỗ lực để thị phần xe hơi Trung Quốc trên thế giới « không lẹt đẹt ở phía sau như hiện tại ». Châu Âu bị lấn sân Xác định những lĩnh vực châu Âu bị Trung Quốc lấn sân, báo cáo của Pháp chỉ rõ : những lĩnh vực bị đe dọa hơn cả gồm có ngành công nghiệp nhựa, công nghiệp chế tạo bình điện cho ô tô hay xe đạp, các nhà máy hóa chất ….   Và đáng quan ngại hơn nữa là « 70 % các trong ngành sản xuất xe hơi của Pháp đang chịu áp lực rất lớn ». Nhưng quan trọng hơn nữa là hàng Trung Quốc đang từng bước đẩy hàng của châu Âu ra khỏi ngay trên thị trường nội địa của châu lục này. 25 % tổng kim ngạch xuất khẩu của các nước công nghiệp phát triển nhất trong liên Âu (Đức, Pháp, Ý, Tây Ban Nha và nhiều nước Bắc Âu) bị ảnh hưởng. Ngoài khu vực châu Âu thì các nhãn hiệu Trung Quốc cũng đang từng bước đẩy máy móc, và xe hơi của châu Âu ra khỏi những thị trường từ ở châu Phi đến châu Á hay châu Mỹ Latinh. Chỉ riêng trong lĩnh vực xe hơi, sự trỗi dậy của các tập đoàn Trung Quốc « trực tiếp đe dọa gần 14 triệu công việc làm của người dân châu Âu ». « Phi công nghiệp hóa » : Châu Âu chưa đụng đáy ? Trên đài phát thanh tư nhân Radio Classique, Jean-Christophe Caffet, kinh tế trưởng công ty bảo hiểm ngoại thương của Pháp COFACE tiếc là Liên Âu quá chậm chạp trong những quyết định của mình để mong đảo ngược thế cờ trước một đối thủ đang rất mạnh cả về tài chính, phương tiện và nhất là về phương diện chính trị như Bắc Kinh. Khó có thể phủ nhận nền công nghiệp châu Âu đang bị suy sụp. Nhưng không thể nói là mảng này đang bị khai tử, bởi vì chúng ta vẫn có thể điều chỉnh hướng đi. Nhưng cần phải nhanh chóng hành động. Đây là điều cách nay 18 tháng, báo cáo Draghi, mang tên chuyên gia kinh tế, cựu thống đốc Ngân Hàng Trung Ương Châu Âu Mario Draghi đã chỉ ra. Tài liệu này đã xác định được những vấn đề của châu Âu, không gì để tranh cãi. Điều đáng lo duy nhất ở đây là tiến độ để Liên Âu điều chỉnh chính sách công nghiệp của mình, tức là để thực hiện các giải pháp mà báo cáo Draghi đã chỉ ra. Có điều từ đó tới nay, trên thực tế Bruxelles mới đề xuất các biện pháp cho phép thực hiện khoảng 12 % những đề xuất trong báo cáo Draghi. Với tiến độ này, chúng ta sẽ phải mất 12 năm để thực hiện được một nữa những mục tiêu cho phép châu Âu khôi phục lại cỗ máy công nghiệp. Trong khi đó thì các đối thủ cạnh tranh của châu Âu lại rất nhanh tay. Nói cách khác, châu Âu cần gấp rút hành động. Bắt bệnh và kê đơn  Cũng trong báo cáo của cơ quan đặc trách về chiến lược và kế hoạch của Pháp Haut Commissariat à la Stratégie et au Plan đặt câu hỏi : Liên Hiệp Châu Âu phải làm gì để cưỡng lại « máy ủi công nghiệp đó của Trung Quốc » ? Paris đề nghị hai giải pháp : một là theo chân Hoa Kỳ cũng dùng đòn thuế quan, đánh thuế 30 % vào hàng made in China xuất khẩu sang thị trường chung châu Âu. 30 % đó phản ánh khác biệt về giá thành từ 30 đến 40 % khi mà hàng của Trung Quốc rẻ hơn so với hàng của châu Âu. Khả năng thứ nhì là Bruxelles phải phá giá đồng euro từ 20 đến 30 % so với đồng nhân dân tệ của Trung Quốc để tạo một sân chơi bình đẳng. Tuy nhiên người điều hành cơ quan Haut Commissariat à la Stratégie et au Plan, Clément Baune thiên về giải pháp thứ nhất, tức là Paris muốn Pháp và Liên Âu cũng nên áp dụng chính sách bảo hộ với hàng của Trung Quốc. Về điểm này, Jean -Christophe Caffet phân tích : Trong hoàn cảnh hiện tại, trước ‘máy ủi' Trung Quốc như thuật ngữ được sử dụng trong báo cáo của Cơ Quan đặc trách về Chiến Lược và Kế Hoạch của Pháp, tăng 30 % thuế hải quan đánh vào hàng Trung Quốc là một dạng tuyên chiến với công xưởng của thế giới. Đây là một giải pháp khẩn cấp để chận làng sóng hàng của Trung Quốc đang đổ vào châu Âu. Giải pháp này có phần chính đáng, nhưng hoàn toàn không phải là liều thuộc trị được căn bệnh tận gốc rễ. Bởi vì để vực dậy nền công nghiệp của châu Âu, chúng ta cần áp dụng những khuyến cáo từ báo cáo mang tên ông Draghi, tức là cần huy động vốn, cần đơn giản hóa các thủ tục hành chính, cần đầu tư ồ ạt vào những lĩnh vực mũi nhọn và được coi là ưu tiên, chính phủ cần can thiệp vào các lĩnh vực chiến lược đẻ bảo đảm tính tự chủ của châu lục này, như là trên phương diện công nghệ sỗ chẳng hạn.

Telecombedrijf Odido is getroffen door een cyberaanval, waarbij criminelen toegang hadden tot 6,2 miljoen klantaccounts. Hackers hadden toegang tot namen, adressen, mobiele nummers, rekeningnummers en gegevens van identiteitsbewijzen. Het bedrijf zegt dat de gelekte gegevens afkomstig zijn uit een klantcontactsysteem. En dat blijkt favoriet op het hacker-menu, vertelt FD techredacteur Jasper Houtman. Hij vertelt je wat we tot nu weten. Lees: Cyberaanval op Odido: hackers kregen toegang tot 6,2 miljoen accounts Na resultaten die licht onder de verwachting van analisten uitkwamen, ging de koers van Adyen hard onderuit, met een dieptepunt voor de betaaldienstverlener van min 20%. In de ochtendhandel verdampte er bijna €7 mrd aan beurswaarde. Tot halverwege 2021 leek de aandelenkoers van Adyen alleen maar te kunnen stijgen, maar sindsdien wisselen mee- en tegenvallers elkaar af. Beursredacteur Mathijs Rotteveel vertelt hoe dat komt. Lees: Aandeel Adyen fors lager na schrikreactie bij beleggers Een dag na de Europese industrietop kwamen Europese leiders samen in het Belgische Bilzen-Hoeselt om de tanende concurrentiekracht van de Europese industrie te bespreken. Ze kregen analyses voorgeschoteld van twee voormalige Italiaanse premiers, Mario Draghi en Enrico Letta, die hierover veelbesproken rapporten schreven. EU-correspondent Daan Ballegeer was zowel bij de industrietop als bij de Europese 'heidag'. Hij vertelt je wat de rapporten teweegbrachten. Lees: EU-leiders eensgezind over diagnose concurrentieprobleem, maar verdeeld over de oplossing Redactie en montage: Sophia Wouda & Floyd Bonder Presentatie: Floyd Bonder See omnystudio.com/listener for privacy information.

Réunis en sommet informel, les dirigeants européens planchent sur la compétitivité du continent. Face à la montée en puissance des États-Unis et de la Chine, Emmanuel Macron remet sur la table une idée longtemps controversée, les eurobonds, ou la dette commune européenne. L'objectif est de financer massivement les investissements stratégiques pour éviter le décrochage économique de l'Europe. Les dirigeants des 27 se retrouvent pour un sommet informel consacré à un sujet on ne peut plus sensible: la compétitivité du continent. Une question revient avec insistance dans les débats européens: comment éviter que l'Europe ne décroche face aux États-Unis et à la Chine ? Dans ce contexte, Emmanuel Macron a relancé une vieille idée, aussi ambitieuse que clivante, emprunter à l'échelle européenne. Car aujourd'hui, chaque pays du continent s'endette de manière autonome. La France émet sa dette, l'Italie ou l'Allemagne la leur, chacun gérant son financement de façon indépendante. Problème : certains États sont déjà très endettés. Résultat, leur capacité d'emprunt est désormais très limitée, ce qui freine leurs possibilités d'investir dans les secteurs d'avenir. C'est là qu'intervient l'idée des eurobonds. Concrètement, il s'agirait de créer des obligations européennes communes, comparables à des bons du Trésor européen afin d'emprunter ensemble pour investir ensemble. Plutôt que de conserver 27 dettes nationales fragmentées, l'Europe émettrait une dette commune, capable d'attirer les investisseurs du monde entier. L'enjeu est double, financer les investissements stratégiques et renforcer le rôle international de l'euro face au dollar. À lire aussiCoercition économique: l'arme de l'Union européenne face aux menaces commerciales de Trump Les eurobonds, un projet ancien remis au cœur du débat Si sur le papier le projet semble solide, dans les faits, il est politiquement très sensible. L'idée d'eurobonds avait déjà été évoquée lors de la crise de la zone euro en 2010-2012, avant d'être rejetée, notamment par l'Allemagne et les pays dits « frugaux » comme les Pays-Bas ou la Finlande. Pour Berlin, longtemps championne de l'orthodoxie budgétaire, la mutualisation de la dette restait un tabou. Aujourd'hui encore, les réticences demeurent fortes. Pourtant, ce mécanisme a déjà été mis en œuvre pendant la crise du Covid. En 2020, l'Union européenne a lancé un vaste plan de relance financé par un emprunt commun de 750 milliards d'euros. Pour la première fois de son histoire, Bruxelles s'est alors endettée au nom des 27 États membres. Un tournant majeur, qui a démontré qu'un endettement européen commun était techniquement possible et financièrement crédible. À lire aussiQu'est-ce que l'euro numérique et pourquoi le projet divise l'Europe? Défense, technologie, climat : pourquoi l'Europe veut changer d'échelle Six ans plus tard, l'idée des eurobonds revient avec force pour trois grandes raisons. D'abord, la défense. Face au retour des tensions géopolitiques, l'Europe doit se réarmer et renforcer son autonomie stratégique. Ensuite, la technologie. Le continent doit investir massivement dans l'intelligence artificielle, les semi-conducteurs et les technologies de rupture pour rester compétitif face aux géants américains et chinois. Enfin, la transition écologique. La décarbonation de l'économie européenne exige des investissements colossaux dans l'énergie, les infrastructures et l'industrie. Selon le rapport de Mario Draghi, ces besoins représenteraient jusqu'à 1 200 milliards d'euros par an. Sans ces investissements, l'Europe risque d'amplifier sa dépendance technologique, militaire et énergétique à Washington et Pékin. Les eurobonds apparaissent ainsi comme un outil permettant de changer d'échelle, en offrant une capacité d'endettement bien plus importante, et surtout moins coûteuse. En mutualisant la dette, les conditions d'emprunt seraient meilleures que celles dont bénéficient de nombreux États pris individuellement. Cela réduirait aussi le risque de crise financière dans les pays les plus fragiles et permettrait de créer un grand marché des obligations européennes, renforçant le poids géopolitique de l'Union. Mais les opposants restent nombreux. Leur principal argument : la crainte que certains pays relâchent leurs efforts budgétaires en profitant de la mutualisation, s'appuyant sur la solidité financière de leurs partenaires. Derrière ce débat technique se joue en réalité une question fondamentale : la capacité de l'Union européenne à agir comme une puissance collective. Car ce dont il s'agit désormais, ce n'est plus de raisonner État par État, mais bien en termes de force commune, afin de rester un acteur majeur sur la scène économique et géopolitique internationale.

Er is weer een aflevering van Europa Draait Door en het piept en kraakt in de Britse politiek. Premier Keir Starmer overleefde deze week ternauwernood een opstand binnen zijn eigen Labour-partij, maar het gevaar is allerminst geweken. Arjen van der Horst is te gast over de onthullingen rond Peter Mandelson en Jeffrey Epstein, die steeds vernietigender worden: bankoverboekingen van tienduizenden dollars, het doorspelen van staatsgeheimen en mogelijk strafbare feiten. En Starmer? Die benoemde Mandelson tot ambassadeur in Washington, terwijl de vraag nu is hoeveel hij wist van de dubieuze banden. Zijn stefchaf is opgestapt, zijn communicatieadviseur ook, en de oppositie ruikt bloed. Hoe lang blijft Starmer nog overeind? En wie staan er klaar in de coulissen? Daarnaast aandacht voor mogelijke verkiezingen in Oekraïne én een Italiaanse technocraat met veel macht in Europa — en nee, het is niet Mario Draghi. Dat en véél meer in een nieuwe aflevering van Europa Draait Door! Shownotes: Zelenskyy planning elections in Ukraine and vote on peace deal (https://www.ft.com/content/50d3d86b-2d2a-4d06-845e-a4e089382cad) Ed Miliband: Keir Starmer must use Mandelson crisis as moment for change (https://www.thetimes.com/uk/politics/article/keir-starmer-cabinet-labour-9n2xnm26c) Is It Game Over for Starmer? (https://podcasts.apple.com/nl/podcast/the-rest-is-politics/id1611374685?i=1000748925106) Keir Starmer survives damp squib coup, yet there is worse to come (https://www.thetimes.com/uk/politics/article/keir-starmer-news-labour-party-8dml2dt98) Is Britain about to lose another prime minister? (https://www.theguardian.com/uk-news/2026/feb/09/explainer-is-britain-about-to-lose-prime-minister-keir-starmer) Mario Draghi en Enrico Letta als gidsen voor Europese economie: twee ex-premiers, een alarmerende boodschap (https://www.demorgen.be/nieuws/mario-draghi-en-enrico-letta-als-gidsen-voor-europese-economie-twee-ex-premiers-een-alarmerende-boodschap~bdc71fca/) Italiaanse oud-premier Enrico Letta hoopt op omwenteling voor Europa: 'Een revolutie heeft maar één dag nodig' (https://www.tijd.be/politiek-economie/europa/algemeen/italiaanse-oud-premier-enrico-letta-hoopt-op-omwenteling-voor-europa-een-revolutie-heeft-maar-een-dag-nodig/10647334.html) Skyfall - Adele (https://www.youtube.com/watch?v=DeumyOzKqgI)

Een ruime meerderheid in de Tweede Kamer roept het kabinet op om de voorgenomen overname van Solvinity, het bedrijf achter DigiD, door het Amerikaanse Kyndryl te blokkeren. Demissionair staatssecretaris van Digitalisering Eddie van Marum erkent de zorgen over mogelijke toegang tot gevoelige data door Amerikaanse autoriteiten, maar stelt dat eerst lopend onderzoek moet worden afgewacht: ‘Wij kunnen niet zwart op wit garanderen dat geen enkele buitenlandse macht toegang kan afdwingen tot gevoelige overheidsdata', aldus Van Marum. Kamerleden dringen aan op duidelijkheid en maatregelen, maar het kabinet houdt vooralsnog vast aan een zorgvuldige aanpak.Op een informele bijeenkomst in het Belgische Alden Biesen overlegt de Europese top over het versterken van de economische positie van de EU, met speciale aandacht voor het rapport van Mario Draghi. Europese leiders zijn het eens over de urgentie van industrieel beleid, maar verschillen over de aanpak—vooral over eurobonds, belastingregimes en regeldruk. De bijeenkomst, waar ook BASF en nationale regeringsleiders kritisch bijdragen, is bedoeld als aanloop naar besluitvorming in maart.Meer dan een derde van de kleine ondernemers overweegt binnen vijf jaar het bedrijf te verkopen of over te dragen, maar veel van hen zijn daar onvoldoende op voorbereid. Dit blijkt uit onderzoek van ONL, Qredits en de Hogeschool Utrecht. ONL-voorzitter Erik Ziengs wijst onder meer op gevolgen van de coronacrisis, hoge energiekosten en personeelstekorten als redenen voor deze trend.Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur.Over deze podcastBNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt 's ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Een ruime meerderheid in de Tweede Kamer roept het kabinet op om de voorgenomen overname van Solvinity, het bedrijf achter DigiD, door het Amerikaanse Kyndryl te blokkeren. Demissionair staatssecretaris van Digitalisering Eddie van Marum erkent de zorgen over mogelijke toegang tot gevoelige data door Amerikaanse autoriteiten, maar stelt dat eerst lopend onderzoek moet worden afgewacht: ‘Wij kunnen niet zwart op wit garanderen dat geen enkele buitenlandse macht toegang kan afdwingen tot gevoelige overheidsdata', aldus Van Marum. Kamerleden dringen aan op duidelijkheid en maatregelen, maar het kabinet houdt vooralsnog vast aan een zorgvuldige aanpak.Op een informele bijeenkomst in het Belgische Alden Biesen overlegt de Europese top over het versterken van de economische positie van de EU, met speciale aandacht voor het rapport van Mario Draghi. Europese leiders zijn het eens over de urgentie van industrieel beleid, maar verschillen over de aanpak—vooral over eurobonds, belastingregimes en regeldruk. De bijeenkomst, waar ook BASF en nationale regeringsleiders kritisch bijdragen, is bedoeld als aanloop naar besluitvorming in maart.Meer dan een derde van de kleine ondernemers overweegt binnen vijf jaar het bedrijf te verkopen of over te dragen, maar veel van hen zijn daar onvoldoende op voorbereid. Dit blijkt uit onderzoek van ONL, Qredits en de Hogeschool Utrecht. ONL-voorzitter Erik Ziengs wijst onder meer op gevolgen van de coronacrisis, hoge energiekosten en personeelstekorten als redenen voor deze trend.Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur.Over deze podcastBNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt 's ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Eh bien, « c'est le moment », s'exclame le Guardian à Londres. « Emmanuel Macron l'a dit simplement – ​​et sans détour (en début de semaine). Face à un "monde en désarroi" et à un double défi potentiellement existentiel posé par les États-Unis et la Chine, il a déclaré : "L'Europe doit devenir une puissance". » Et le quotidien britannique de relever que « deux événements clés pourraient donner un aperçu de la manière dont cette priorité pourrait se traduire en actes. Ce jeudi, dans un château du XVIe siècle situé dans la campagne belge, les dirigeants européens discuteront de mesures urgentes pour relancer l'économie européenne et la rendre plus compétitive. Et demain vendredi et durant le week-end, lors de la Conférence de Munich sur la sécurité, les mêmes dirigeants européens se joindront à d'autres leaders mondiaux, des responsables militaires et des experts pour débattre de la sécurité et de la défense européennes, ainsi que de l'avenir de la relation transatlantique. » Un moment Alden Biesen ? « C'est un moment pivot, dans un monde de titans », s'exclame Le Soir à Bruxelles. « Le 2 février dernier à Louvain, Mario Draghi, ex-président de la Banque centrale européenne, appelait à nouveau l'Europe à se prendre en main, invoquant à titre de recette le moment "Groenland"(…). » Alors, s'interroge le quotidien belge : « Y aura-t-il ce jeudi un moment “Alden Biesen“, du nom de ce château limbourgeois qui accueille le conseil informel de l'Union européenne ? La menace directe à laquelle l'Europe doit cette fois répondre n'est pas territoriale façon Groenland, mais économique et industrielle, et donc aussi, c'est vrai, existentielle. Avec d'un côté les États-Unis et de l'autre la Chine, se profile un avenir où l'Europe risque d'être subordonnée, divisée et désindustrialisée, et dès lors incapable de préserver ses valeurs. Ces mises en garde ont pour but, conclut Le Soir, de secouer les Européens : la défaite n'est pas une fatalité, à condition d'agir. » Protection et investissements Pour Le Monde à Paris, « si l'Europe veut survivre à la fois économiquement et politiquement, c'est bien conjointement dans deux directions – protection et investissement – qu'elle doit urgemment innover. La révolution technologique chinoise est issue du plan "Made in China 2025", adopté en 2015, qui visait explicitement le développement de secteurs prioritaires. Il est temps pour l'UE de surmonter ses divisions, martèle également Le Monde, afin de définir à son tour des mesures de protection de ses secteurs stratégiques et une politique industrielle s'appuyant sur un plan d'investissement commun et un renforcement de son système scolaire et universitaire. Ces impératifs ne sont pas nouveaux. La situation géopolitique et l'évolution des rapports de force économiques les rendent vitaux. » Soutenir l'Ukraine ! Demain, vendredi, la conférence de Munich, donc, sur la sécurité… « Les Européens au défi de riposter à Donald Trump et Vladimir Poutine », titre Le Temps à Genève. (…) Objectif principal : apporter une réponse commune au lâchage des Etats-Unis face à la menace persistante de la Russie (en Ukraine). » Alors, est-ce la solution ? « Pour contrer Donald Trump, les Européens sont tentés de reparler à Vladimir Poutine », constate Le Figaro à Paris. Mais « qui pour discuter avec le maître du Kremlin ? », s'interroge le journal. « Le choix des émissaires anime les discussions dans les coulisses des capitales européennes, sur fond de rivalité pour le leadership européen. » Et puis, prévient Le Figaro, « si la question d'une reprise des pourparlers avec le président russe est légitime, a fortiori en cas de lâchage de l'Europe par Trump, elle gagnerait à être adossée à certaines conditions. Que Poutine, par exemple, soit prêt à un cessez-le-feu. Mais elle gagnerait surtout à être menée en position de force, c'est-à-dire par une Europe unie, prête à déployer ses muscles et à offrir de fortes garanties de sécurité à l'Ukraine. » Le prêt de 90 milliards d'euros à l'Ukraine entériné hier par le parlement européen pourrait être un premier pas en ce sens. Il y aura ensuite une négociation finale avec le Conseil, au plus tard début mars. Ces étapes franchies, la Commission pourra effectuer le premier versement début avril. Objectif pour l'Ukraine : acheter des armes, et de préférence en Europe.

In deze aflevering analyseert Axel Buyse – oud-journalist en oud-diplomaat – een opvallende verschuiving in de internationale politiek: Duitsland dat zijn traditionele voorzichtigheid aflegt en geopolitiek assertiever wordt. Hij staat ook even stil bij de Epstein-files, de visie van Mario Draghi over Europa en ten slotte ook de positie van Servië in dat Europa. https://youtu.be/NEMCgQZmC5kSupport the show

Euroopas on käsil kriisidiplomaatia nädal. Neljapäeval kogunevad Euroopa Liidu liidrid mitteametlikule kohtumisele Alden Bieseni lossi Belgias, otsima Mario Draghi ja Enrico Letta raportite toel lahendusi, kuidas tugevdada Euroopa ühisturgu, kuidas edendada Euroopa konkurentsivõimet geopoliitiliselt keerulisel ajal, kuidas vähenda sõltuvust USAst ning samal ajal aidata Ukrainal vastu pidada neljandat aastat kestvale Venemaa agressioonisõjale.

Eurooppa on vaarassa jäädä alistetuksi sekä hajaantuneeksi, ja siksi Euroopan unionin pitää muuttua valtioiden liitosta liittovaltioksi. Näin sanoo Euroopan keskuspankin ex-johtaja Mario Draghi. Tarvitseeko Eurooppa radikaaleja ratkaisuja, kun Yhdysvallat uhkaa jättää Euroopan pulaan ja Trump uhkailee liittolaisiaan avoimesti? Mitä pitäisi tapahtua, että Euroopasta tulisi liittovaltio? Aiheesta keskustelevat poliittisen historian professori Juhana Aunesluoma ja akatemiatutkija Timo Miettinen Helsingin yliopistosta. Toimittajana on Antti Pilke.

Wij lazen het coalitieakkoord én de budgettaire bijlage regel voor regel. Er staan een paar opvallende keuzes in die je pas ziet als je écht goed leest. Dat deden we voor u. We bespreken zowel de beoogde uitgaven als de bezuinigingen die deze nieuwe uitgaven dekken. We lazen hoe de pijn valt aan de kant van de sociale zekerheid en zorg en hoe bezuinigingen hier de extra uitgaven rond defensie zullen moeten dekken. Ook bespreken we de achterliggende keuzes en het maatschappijbeeld dat hieronder ligt. Na de eerste lezing vragen we ons af of dit nou een coalitieakkoord is of een start van hele lange onderhandelingen? En wat zal de CPB doorrekening die op 20 februari verschijnt ons vertellen? We vertalen soms vage beleidstaal naar wat er nou echt voorgesteld wordt. We bespreken wat dit akkoord concreet betekent voor werk, bestaanszekerheid, zorg, onderwijs en migratie—en waar de geopolitieke prioriteiten liggen nu defensie en weerbaarheid een centrale plek krijgen in de Nederlandse agenda. Zoals je van Studio Tegengif verwacht proberen we complexe zaken toegankelijk te bespreken. Deze aflevering werd gemaakt met ondersteuning van Wim Brons van remotepodcast.nl. Een aanrader voor als je op afstand een podcast wil maken met fantastische geluidskwaliteit. Wil je ons steunen? Dat kan: je kunt vriend van de show worden:
https://vriendvandeshow.nl/studio-tegengif ***SHOWNOTES*** Coalitieakkoord 2026 ‘'Aan de slag, Bouwen aan een beter Nederland” (30 januari 2026) 
https://www.kabinetsformatie2025.nl/documenten/2026/01/30/aan-de-slag---coalitieakkoord-2026-2030?utm_source=chatgpt.com  Rapport Wennink: “De route naar toekomstige welvaart: Een sterk Nederland in een relevant Europa” (12 dec 2025) 
https://www.rapportwennink.nl/downloads/rapport_wennink_12december2025.pdf  Mario Draghi, “The future of European competitiveness Part A | A competitiveness strategy for Europe” https://commission.europa.eu/document/download/97e481fd-2dc3-412d-be4c-f152a8232961_en  
Het Financieele Dagblad (FD) – opinie/analyse: “Coalitieakkoord maakt een begin met het doorhakken van knopen” https://fd.nl/opinie/1585282/coalitieakkoord-maakt-een-begin-met-het-doorhakken-van-knopen    Het Financieele Dagblad (FD) – economische samenvatting (maatregelen met koopkracht/lasten): “Hypotheekrenteaftrek blijft, eigen risico omhoog, AOW-leeftijd stijgt” https://fd.nl/politiek/1585289/hypotheekrente-blijft-eigen-risico-omhoog-aow-leeftijd-stijgt   BNR Nieuwsradio – economische duiding/hoofdlijnen (lasten, investeringen, groei): “Dit zijn de belangrijkste punten in het coalitieakkoord van D66, VVD en CDA”
https://www.bnr.nl/nieuws/nieuws-politiek/10593287/dit-zijn-de-belangrijkste-punten-in-het-coalitieakkoord-van-d66-vvd-en-cda  Groene, Coen van de Ven, “Een eindeloze formatie” https://www.groene.nl/artikel/een-eindeloze-formatie?utm_source=De+Groene+Amsterdammer&utm_campaign=1e358d679f-Dagelijks-2026-02-09&utm_medium=email&utm_term=0_853cea572a-1e358d679f-88085286 

¿Es Europa un gigante económico pero un "chihuahua tecnológico"?. En este vídeo nuestro fundador José Manuel Alarcón analiza junto al experto en geopolítica y economía Óscar Vara la situación crítica de la tecnología en el viejo continente. Los datos son alarmantes: el 66% de las aplicaciones públicas europeas corren en nubes americanas (AWS, Google, Microsoft) y el 90% del software de nuestros servicios públicos pertenece a una única empresa estadounidense. Hablamos sin filtros sobre qué pasaría si mañana hubiera un conflicto comercial y nos "apagaran" el acceso a la tecnología, como ya hemos visto con Starlink en la guerra de Ucrania. Debatimos por qué Europa no es capaz de crear sus propios gigantes tech (Google, SpaceX), el fracaso de iniciativas como Gaia-X o el buscador europeo, y cómo la regulación excesiva y la falta de un mercado único de capitales están frenando la innovación y expulsando a nuestro mejor talento a Estados Unidos.Si eres programador, trabajas en el sector IT o simplemente te interesa conocer el estado del mundo actual (la geopolítica), necesitas entender por qué nos estamos quedando atrás frente a Estados Unidos y el resurgir de China en Inteligencia Artificial. ¿Hay esperanza para una soberanía tecnológica real o estamos condenados a ser una colonia digital (entre otras cosas)?00:00:00 Intro: Europa, ¿un "chihuahua" tecnológico?00:00:50 Presentación de Óscar Vara00:01:28 El fin del sueño europeo: dependencia y geopolítica00:03:12 Regulación vs. innovación: ¿es el RGPD una defensa real?00:07:12 El "efecto Bruselas" y la visión de EE. UU.00:08:48 La falta de unidad política y de mercado en Europa00:14:19 El aviso de Mario Draghi: competitividad o irrelevancia00:17:12 Datos alarmantes: la dependencia de la nube americana00:17:52 Riesgos de soberanía: el caso Starlink en Ucrania y la ley FISA00:21:08 Trump, Putin y la ruptura de la confianza trasatlántica00:22:45 El dilema del gasto: estado del bienestar vs. defensa y tecnología00:27:45 Fracasos europeos: de Gaia-X al "buscador europeo"00:29:40 Lecciones del modelo chino y la iniciativa privada00:34:03 PLD Space vs. SpaceX: el problema de la financiación en Europa00:37:20 ASML: un gigante europeo con tecnología estadounidense00:39:44 La carrera de la inteligencia artificial: el resurgir chino00:43:00 Soluciones y "actos de realismo": reformas necesarias00:47:25 El peso del envejecimiento y las pensiones en el presupuesto00:49:30 Energía y tierras raras: ideología vs. necesidad estratégica00:54:10 Industria y NIMBY: el conflicto social por las fábricas00:59:26 Fuga de cerebros y la desconexión universidad-empresa01:03:50 Conclusión: la necesidad de unos Estados Unidos de Europa

Il futuro dell'Europa è incerto e gli attacchi - diretti e indiretti - al modello sociale che abbiamo costruito nel dopoguerra arrivano ormai tanto dai tradizionali avversari quanto dai tradizionali alleati. Che l'Europa debba cambiare pare ormai chiaro a tutti, come farlo è una questione da decidere. In questa puntata di Europa Europa, condotta da Gigi Donelli e in onda domenica alle 11,30, partiamo dalle parole di Mario Draghi all'Università di Lovanio. Seguendo il filo della ricerca di una indispensabile autonomia tecnologica, con Filomena Greco, facciamo il punto sulle fibrillazioni dell'industria automobilistica. A Beda Romano, corrispondente de Il Sole24Ore da Bruxelles, chiediamo poi le ragioni di un secondo vertice informale in poche settimana previsto per la prossima settimana.

Nu of nooit: Europa op eigen benen.Tom zag Mario Draghi aan de KU Leuven waarschuwen dat Europa een echte grootmacht moet worden. Maarten vindt het gelul over grootmachten en een nieuwe wereldorde vooral grote flauwekul.Maar dit moment kan Europa zich niet permitteren te laten lopen, nu de Verenigde Staten onder Donald Trump geen vanzelfsprekende bondgenoot meer zijn.Luister ook dit college Europa laat Amerika vallen.Kijk deze podcast met beeld via deze link.

Nel The Essential di sabato 7 febbraio, Chiara Piotto parla di: 00:00 il nuovo piano contro l'infertilità in Francia; 04:05 l'aumento del porto d'armi tra i democratici negli USA 06:25 le norme sulla trasparenza salariale in arrivo in Italia Iscriviti alla nostra newsletter sull'Europa Spinelli: ⁠https://spinelliwillmedia.substack.com/p/la-marcia-nel-deserto-verso-lindipendenza ⁠ Mercoledì 11 febbraio in Casa Italia a Triennale Milano le voci di Chora, Will e Cronache di spogliatoio raccontano storie di sport e olimpiadi, per partecipare vai su https://choramedia.com/storytour/ Tra i palazzi di Bruxelles e nel resto d'Europa si fa i conti con una verità scomoda da affrontare: l'UE è ancora troppo dipendente dagli Stati Uniti.

Questa dipendenza, costruita in decenni di pace e di dominio statunitense sul mondo, è diventata molto pericolosa in questa congiuntura storica, in cui gli Stati Uniti “usano l'interdipendenza come una fonte di controllo”. Sono parole di Mario Draghi, che in un discorso all'Università Cattolica di Lovanio ha invocato (ancora) la necessità di unire gli Stati europei per trasformare l'UE in una vera potenza.

Ma cosa ci manca per dirci pienamente indipendenti? Ne parliamo nel nuovo numero di Spinelli, la newsletter di Will che racconta l'Unione Europea da Bruxelles. Learn more about your ad choices. Visit megaphone.fm/adchoices

durée : 00:03:11 - Géopolitique - par : Pierre  Haski  - L'ancien gouverneur de la Banque centrale européenne estime qu'une Europe incapable de défendre ses intérêts ne pourra pas préserver ses valeurs longtemps. Mari Draghi préconise un fédéralisme européen, pour devenir une puissance dans un monde de rapports de force. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Oggi partiamo dal discorso di Mario Draghi, poi andiamo in Spagna e infine torniamo a parlare di Siria. 00:00 Introduzione 00:33 Il discorso di Draghi 04:07 La Spagna di Sanchez: "Dignità, comunità e giustizia" 07:41 L'accordo tra Damasco e i curdi 12:00 Conclusione ... Per iscriverti al canale Whatsapp: https://whatsapp.com/channel/0029Va7X7C4DjiOmdBGtOL3z Per iscriverti al canale Telegram: https://t.me/notizieacolazione Qui per provare MF GPT ... Gli altri podcast di Class Editori: https://milanofinanza.it/podcast Musica https://www.bensound.com Learn more about your ad choices. Visit megaphone.fm/adchoices

durée : 00:03:11 - Géopolitique - par : Pierre  Haski  - L'ancien gouverneur de la Banque centrale européenne estime qu'une Europe incapable de défendre ses intérêts ne pourra pas préserver ses valeurs longtemps. Mario Draghi préconise un fédéralisme européen, pour devenir une puissance dans un monde de rapports de force. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

E dopo il monito di Draghi di cui potete trovare maggiori dettagli nel servizio di Gabriele Rosana, oggi partiamo dalle olimpiadi invernali con l'inviata Claudia Guasco e il monito di Mattarella e con il commento di Mario Ajello, quindi ci spostiamo a Torino con l'inviato Francesco Bechis e il punto di Giorgia Meloni sulle iniziative per la sicurezza, per la cronaca con l'inviata Federica Pozzi torniamo a Roma con il processo per Francis Kaufmann l'americano accusato di doppio omicidio, per il giorno di San Valentino c'è una sorpresa nelle sale cinematografiche: scopriamolo con l'esperta di cinema Gloria Satta. E chiudiamo con la giornata di Sport di Massimo Boccucci che ci parla di un brutto episodio sugli spalti della serie A.

Schone technologie – oftewel cleantech – biedt Europa grote kansen. Dat zeggen bedrijven, dat zegt de EU én dat zegt Mario Draghi in zijn inmiddels beroemde rapport. Maar dát er kansen zijn, wil niet zeggen dat ze daarom dús ook worden gepakt. Hoe kan Europa z'n cleantech-kennis omzetten in business? En hoe houden we ons tegelijkertijd de Chinezen van het lijf? Ik vraag het Victor van Hoorn, directeur van Cleantech for Europe.

L'émission 28 minutes du 03/02/2026 Produire ou périr : l'UE doit-elle faire la révolution du Made in Europe ? Dans une tribune publiée le 1er février dans le journal “Les Échos”, Stéphane Séjourné, vice-président de la Commission européenne chargé de la prospérité et de la stratégie industrielle, appelle à l'instauration d'une “véritable préférence européenne dans nos secteurs les plus stratégiques”. Dans ce texte, cosigné par plus d'un millier de dirigeants d'entreprise de l'Union européenne, ils demandent un “made in Europe” afin d'être plus compétitifs face aux États-Unis et la Chine et réduire leur dépendance. Mario Draghi, ancien président de la Banque centrale européenne, avançait une série de 170 propositions pour accroître la production européenne via une politique d'investissements massifs dans les secteurs clés dans un rapport remis en septembre 2024. Cette stratégie serait un tournant pour le projet européen qui s'est bâti sur le libre-échange et la libre concurrence, y compris entre ses membres. On en débat avec Sylvain Bersinger, économiste, fondateur du cabinet d'études Bersingéco, Anaïs Voy-Gillis, géographe, spécialiste des enjeux industriels en Europe, et Olivier Lluansi, professeur au Cnam, ancien conseiller industrie à l'Élysée (2012-2014). 28 minutes est le magazine d'actualité d'ARTE, présenté par Élisabeth Quin du lundi au jeudi à 20h05. Renaud Dély est aux commandes de l'émission le vendredi et le samedi. Ce podcast est coproduit par KM et ARTE Radio. Enregistrement 3 février 2026 Présentation Élisabeth Quin Production KM, ARTE Radio

L'émission 28 minutes du 03/02/2026 Avec l'ouverture du passage de Rafah, une note d'espoir pour les habitants de Gaza ? Le passage de Rafah, entre la bande de Gaza et l'Égypte, a rouvert le 2 février, dans les deux sens, sous contrôle israélien et égyptien. Il était fermé de manière quasi-permanente depuis mai 2024, rendant impossible l'évacuation des habitants de l'enclave palestinienne, notamment les malades et les blessés, qui peuvent à présent se faire soigner dans un autre pays. Dimanche 1er février, le gouvernement israélien a indiqué que Médecins sans frontières (MSF), une des ONG les plus actives dans l'enclave, devra quitter Gaza d'ici la fin du mois, après son refus de fournir une liste détaillée de ses employés palestiniens. Nous recevons Claire Magone, directrice générale de MSF. Produire ou périr : l'UE doit-elle faire la révolution du Made in Europe ? Dans une tribune publiée le 1er février dans le journal “Les Échos”, Stéphane Séjourné, vice-président de la Commission européenne chargé de la prospérité et de la stratégie industrielle, appelle à l'instauration d'une “véritable préférence européenne dans nos secteurs les plus stratégiques”. Dans ce texte, cosigné par plus d'un millier de dirigeants d'entreprise de l'Union européenne, ils demandent un “made in Europe” afin d'être plus compétitifs face aux États-Unis et la Chine et réduire leur dépendance. Mario Draghi, ancien président de la Banque centrale européenne, avançait une série de 170 propositions pour accroître la production européenne via une politique d'investissements massifs dans les secteurs clés dans un rapport remis en septembre 2024. Cette stratégie serait un tournant pour le projet européen qui s'est bâti sur le libre-échange et la libre concurrence, y compris entre ses membres. On en débat avec Sylvain Bersinger, économiste, fondateur du cabinet d'études Bersingéco, Anaïs Voy-Gillis, géographe, spécialiste des enjeux industriels en Europe, et Olivier Lluansi, professeur au Cnam, ancien conseiller industrie à l'Élysée (2012-2014). Enfin, Xavier Mauduit nous raconte l'histoire de la fontaine de Trevi, à Rome, alors que son accès devient payant pour les touristes. Marie Bonnisseau s'intéresse à un réseau social d'un autre genre, Moltbook, où les IA dialoguent et complotent. 28 minutes est le magazine d'actualité d'ARTE, présenté par Élisabeth Quin du lundi au jeudi à 20h05. Renaud Dély est aux commandes de l'émission le vendredi et le samedi. Ce podcast est coproduit par KM et ARTE Radio. Enregistrement 3 février 2026 Présentation Élisabeth Quin Production KM, ARTE Radio

di Alessandro Luna | Tra gli argomenti di oggi il decreto sicurezza dopo i fatti di Torino rinviato per i dubbi del Quirinale, il discorso di Mario Draghi e Vannacci verso l'uscita ufficiale dalla Lega. Learn more about your ad choices. Visit megaphone.fm/adchoices

On Europe Today, your daily Euronews podcast, presented by Méabh Mc Mahon, we connect with our EU editor Maria Tadeo in the World Government Summit in Dubai, known as the 'Davos of the Middle East'. She spoke with Mathias Cormann, Secretary General of the OECD. We are also joined by our France correspondent Sophia Khatsenkova after the French government approved the budget for 2026. We also speak about Mario Draghi's last speech.Europe Today is Euronews' daily podcast hosted by Maria Tadeo and Méabh Mc Mahon, broadcasting directly from Brussels, at the heart of Europe. Every morning, we deliver the top and exclusive stories shaping the European Union (EU) and beyond.Stay ahead with the key news and insights that matter in Europe today. Hosted on Acast. See acast.com/privacy for more information.

Le prime pagine dei principali quotidiani nazionali commentate in rassegna stampa da Davide Giacalone. Le nuove misure di sicurezza, Mario Draghi e il Federialismo pragmatico, i 137 edifici da abbattere a Niscemi. Spazio Casa Facile. Ci ha raggiunto in diretta Claudio Malaguti, caporedattore di Casa Facile. Come vedere la televisione. Mancano pochi giorni alla cerimonia di apertura di Milano-Cortina. Cosa ci dobbiamo aspettare? Quali gli step e i protagonisti che tutti attendono? Ne abbiamo parlato con Paolo Brusorio, caporedattore centrale sportivo de "La Stampa". Don Antonio Mazzi, fondatore della comunità Exodus, regala ogni giorno un pensiero, un suggerimento, una frase agli ascoltatori di RTL 102.5. Ieri il consiglio dei ministri ha preso importanti decisioni circa la cosiddetta "stretta sulla sicurezza" alla luce degli ultimi fatti di cronaca. Quali i nodi principali? E come viene percepito il tema sicurezza dagli italiani? Ne abbiamo parlato con Lorenzo Pregliasco, analista politico e direttore di Youtrend. A Catania, oggi si darà il via alle celebrazioni per la Festa di Sant'Agata. Stiamo parlando di una delle feste patronali più suggestive di tutta la Penisola, pensate che è la terza festa religiosa più seguita al mondo. Ci hanno raccontato tutto, Eva Spampinato e Salvo La Rosa, di Antenna Sicilia. L'attualità, commentata dall'editorialista del giornale La Repubblica, Maurizio Molinari. All'interno di Non Stop News, con Giusi Legrenzi, Enrico Galletti e Massimo Lo Nigro.

Au sommaire de l'émission : Mario Draghi, ancien président de la BCE, appelle l'Europe à assumer sa force et à adopter un modèle fédéraliste pragmatique dans des domaines comme la défense et la politique industrielle.Le procès des assistants parlementaires du RN se poursuit, avec des réquisitions qui pourraient avoir un impact décisif sur l'avenir politique de Marine Le Pen.Le budget 2026 est définitivement adopté par le Parlement, avec notamment une taxe de 2 euros sur les petits colis en provenance des pays hors UE.Les démarches à effectuer pour s'inscrire sur les listes électorales avant les prochaines élections municipales se terminent demain en ligne et vendredi en mairie.Un syndicat en Nouvelle-Calédonie, soutenu par le MEDEF local, appelle à la grève pour interpeller sur la situation économique difficile de l'île.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Mario Draghi avverte che l'Europa rischia un futuro da area subordinata, divisa e deindustrializzata in un contesto globale dove il vecchio ordine multilaterale guidato dagli Stati Uniti è ormai superato. Per difendere interessi e valori, l'Unione deve rafforzare accordi con partner affini e consolidare le proprie catene di approvvigionamento strategiche. In questo scenario difficile, l'Italia mostra segnali di resilienza: S&P ha migliorato l'outlook sul debito sovrano a positivo grazie alla tenuta dell'economia, agli avanzi esteri e al progressivo risanamento dei conti pubblici. Lo spread resta contenuto e la domanda internazionale di titoli italiani è solida. I dati Istat confermano una crescita del Pil dello 0,7 percento nel 2025, con un ultimo trimestre migliore delle attese. Le agenzie indicano che ulteriori progressi su finanza pubblica e posizione estera potrebbero aprire la strada a nuovi upgrade. Interviene Fabrizio Pagani, Partner Vitale&Co e docente a SciencesPo di Parigi.Autotrasporto: rincari generalizzati sulla categoriaL'autotrasporto affronta una nuova ondata di aumenti in un contesto già appesantito da rincari strutturali. Il rinvio al 2028 dell'Ets2, il sistema europeo che estende il mercato delle quote di CO2 al trasporto stradale, concede tempo ma non cambia la sostanza: il meccanismo agirà come una tassa indiretta sui carburanti fossili e si rifletterà subito sui costi chilometrici. Secondo Federtrasporti, con un prezzo della CO2 tra 45 e 80 euro a tonnellata, l'impatto può superare i 6mila euro l'anno per veicolo su percorrenze medie di 100mila chilometri. Il settore, che opera con margini netti tra l'1 e il 3 percento e con oltre il 95 percento dei mezzi ancora diesel, fatica a sostenere la transizione verso veicoli a basse emissioni, che costano fino a tre volte di più. A questa pressione si sommano i rincari infrastrutturali, come i pedaggi dei trafori del Frejus e del Monte Bianco, aumentati del 18,5 percento tra 2021 e 2026. Il rischio segnalato dagli operatori è un progressivo indebolimento della redditività e della competitività senza strumenti di compensazione e investimenti nel rinnovo del parco mezzi. Interviene Claudio Riva, presidente Confartigianato Trasporto.L'oro è ancora un bene rifugio?Dopo un rally eccezionale che ha portato oro e argento su livelli record, i metalli preziosi sono entrati in una fase di volatilità estrema. L'oro è passato in pochi giorni da oltre 5mila a quasi 5.600 dollari l'oncia, per poi crollare sotto i 4.700 con un ribasso superiore al 12 percento, il più forte dal 1983. L'argento ha perso oltre il 30 percento dopo aver superato i 120 dollari. Le oscillazioni non sono spiegabili solo con prese di beneficio. La nomina di Kevin Warsh alla guida della Federal Reserve ha rafforzato il dollaro, ma secondo Goldman Sachs il vero motore è stata una massiccia attività speculativa sulle opzioni, con acquisti record di call legate alla soglia dei 5mila dollari. Il superamento rapido di quel livello ha innescato una spirale di acquisti forzati che ha gonfiato il rally e reso inevitabile una correzione violenta, creando un mercato ad alto rischio per gli investitori. Lo abbiamo chiesto a Carlo Alberto De Casa, Analista Swissquote.Chimica. UE, persi 20mila posti e altri 89mila a rischioDal 2022 l'industria chimica europea ha perso 20mila posti di lavoro e altri 89mila sono a rischio nelle filiere collegate, mentre le chiusure di impianti hanno cancellato il 9 percento della capacità produttiva. Il report del Cefic segnala un crollo degli investimenti in nuova capacità, scesi da 2,7 milioni di tonnellate nel 2022 a 0,3 milioni nel 2025, e un saldo negativo tra investimenti e chiusure superiore a 30 milioni di tonnellate. La chimica, primo anello di molte catene manifatturiere, rischia di innescare un effetto domino sull'intera industria europea. In Italia la produzione è in calo da quattro anni e resta del 13 percento sotto i livelli pre crisi energetica. Il tema dei costi energetici è centrale anche nel confronto tra governo e imprese energivore, con richieste di interventi su Ets, meccanismo di adeguamento del carbonio alle frontiere, semplificazioni e misure per la competitività. Ne abbiamo parlato con Francesco Buzzella, Presidente Federchimica.

En novembre 2022, Vincent Gabriel recevait Marc Lazar, historien et politologue spécialiste de l'Italie. Pour préparer l'épisode de la semaine prochaine, dans lequel ils se retrouvent pour faire le point sur trois ans de Meloni, nous avons décidé de rediffuser cet entretien dans lequel ils décryptaient les élections italiennes de septembre 2022, qui ouvrirent la Présidence du Conseil à Giorgia Meloni. Comment expliquer ce retour de l'extrême droite en Italie ? Quel est l'état de la scène politique italienne et qu'attendre du gouvernement Meloni ?Bonne écoute !Avec Vincent GabrielInvité : Marc LazarVous souhaitez nous rejoindre sur Facebook ? C'est ici : https://www.facebook.com/20MPC/. Nous sommes aussi sur Twitter : @20MPC_podcast Générique : www.musicscreen.org/Royalty-free/Mu…esla-Jingle.php Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

“A única maneira de nos tornarmos mais produtivos é a Europa mudar radicalmente” disse Mario Draghi, no seu relatório, a pedido da Comissão Europeia. A estratégia, o que já foi feito e um olhar realista sobre as ideias.

What has the European Union actually done with the Draghi Report, and what still remains politically unresolved? In this episode of the Liberal Europe Podcast, host Ricardo Silvestre (Movimento Liberal Social) welcomes back Member of the European Parliament and ELF Board Member Jeannette Baljeu for a reflective conversation one year after the publication of the Draghi Report. Together, they examine how the European Parliament has translated Mario Draghi's recommendations into concrete political action, where momentum has stalled, and what structural obstacles remain. The discussion also explores the idea of the EU balancing ambition with political realism in a rapidly changing geopolitical and economic landscape. This podcast is produced by the European Liberal Forum in collaboration with Movimento Liberal Social and Fundacja Liberté!, with the financial support of the European Parliament. Neither the European Parliament nor the European Liberal Forum are responsible for the content or for any use that be made of.

Paul Buitink spreekt met econoom en fondsbeheerder Edin Mujagić over beleggen, eurobonds en de houdbaarheid van de euro.Edin en zijn fonds investeren nauwelijks in de eurozone, en dat heeft alles te maken met zorgen over de houdbaarheid en de risico's van de euro. Hij ziet dat pensioenbeloftes in veel eurolanden, onder meer in Frankrijk, niet kunnen worden waargemaakt. Hij verwacht dat overheden extra schulden en inflatie zullen creëren om dit op te vangen.Edin legt uit waarom hij tegenstander is van gemeenschappelijke Europese schulden. Wat zijn volgens hem de risico's en nadelen van Eurobonds? Hij duidt waarom Draghi's uitspraak 'whatever it takes' niet de redding, maar juist het grootste structurele probleem van de euro is geworden. Wat is de oplossing? En wat kunnen we van Zwitserland leren?Bestaat de euro over een aantal jaar nog? Paul en Edin bespreken hun twijfels en de toekomst van de euro. Moet niet alleen Nederland, maar ook ondernemingen zich voorbereiden op het uiteenvallen van de eurozone?Tot slot bespreken ze de wereldreservemunt, een kleinere overheid en het rapport van Mario Draghi. Volgens Edin maakt het huidige EU-beleid sterke landen zwakker. Hoe maken we Nederland en Europa weer sterk?Volg Edin op X: https://x.com/edinmujagicBeleggingsfonds Hoofbosch: https://hoofbosch.nl/Overweegt u om goud en zilver aan te kopen? Dat kan via de volgende website: https://bit.ly/3xxy4sYTimestamps00:00 Intro02:18 Hoofbosch Beleggingsfonds04:28 Risico: Euro, Frankrijk & Pensioenen08:47 Eurobonds16:20 Problemen pensioenen Frankrijk18:20 Whatever it takes21:58 Belastingen & Zwitserland25:20 Toekomst van de euro28:40 Gulden: plannen voor einde euro?36:57 Wereldreservemunt: Amerikaanse Dollar, Euro en Yuan42:04 Kleinere overheid45:26 Uitbreiding eurozone48:10 Rapport Draghi: hoe maken we Europa sterk?54:40 Economisch advies nieuw kabinetTwitter:@Hollandgold:   / hollandgold  @paulbuitink:   / paulbuitink  Let op: Holland Gold vindt het belangrijk dat iedereen vrijuit kan spreken. Wij willen u er graag op attenderen dat de uitspraken die worden gedaan door de geïnterviewde niet persé betekenen dat Holland Gold hier achter staat. Alle uitspraken zijn gedaan op persoonlijke titel door de geïnterviewde en dragen zo bij aan een breed, kleurrijk en voor de kijker interessant beeld van de onderwerpen. Zo willen en kunnen wij u een transparante bijdrage en een zo volledig mogelijk inzicht geven in de economische marktontwikkelingen. Al onze video's zijn er enkel op gericht u te informeren. De informatie en data die we presenteren kunnen verouderd zijn bij het bekijken van onze video's. Onze video's zijn geen financieel advies. U alleen kunt bepalen hoe het beste uw vermogen kunt beleggen. U draagt zelf de risico's van uw keuzes.Bekijk onze website: https://www.hollandgold.nl

Make Europe Great Again en BNR Beurs slaan de handen ineen. Met Michal van der Toorn kijken we naar het bizarre jaar dat Europa had. Aan de hand van vijf speeches vertelt Michal hoe de Amerikanen in stappen afscheid namen van Europa. Je hoort wanneer de eerste barstjes zichtbaar waren en hoe de relatie ten einde komt. Ook gaat het over de enorme defensie-uitgaven die Europa moet doen. Een kans voor de Europese economie, maar worden landen niet elkaars grote concurrenten? Mario Draghi komt ook voorbij. Michal denkt dat zijn veelbesproken rapport eindelijk wordt uitgevoerd. Waardoor we dus flinke investeringen gaan zien.See omnystudio.com/listener for privacy information.

Wat is er mis met de EU? Yael Potjer spreekt met Rob Roos, oud-Europarlementariër en ondernemer, over de stagnerende Europese economie, afnemende privacy en vrijheid en hoe Brussel werkt. Wie heeft de macht in Brussel? En wat zou volgens Rob Roos Europa beter maken?Rob Roos noemt de Green Deal schadelijk voor de Europese economie. Hij ziet ons verdienvermogen inzakken door ondoordachte besluitvorming in Brussel. De lobby van grote bedrijven heeft volgens hem veel macht en invloed. Maar als de bedrijvenlobby zo invloedrijk is, waarom werd er dan niet tegen de Green Deal gelobbyd? Hoe werkt de besluitvorming in Brussel eigenlijk, en kunnen we de EU democratisch noemen? Rob vindt dat de Europese Commissie te veel macht heeft gekregen. Ze bespreken het EU Democracy Shield en Chat Control als voorbeeld. Volgens Rob Roos komt onze vrijheid en privacy hierdoor onder druk te staan.Ook bespreken ze de militarisering in Europa, Oekraïne, de Russische dreiging en de dienstplicht. Rob stelt dat het narratief rond het conflict wordt gebruikt om in Europa gewenste veranderingen door te voeren en dat er ook andere belangen spelen die niet altijd worden benoemd.Tot slot bespreken ze gemeenschappelijke schulden, het plan van Mario Draghi en de oplossingen die Rob voor zich ziet. Waarom noemt Rob Eurobonds krankzinnig? En hoe ziet hij de toekomst van de Europese samenwerking voor zich?Stichting Samen Leven in Vrijheid: https://www.samenleveninvrijheid.nl/Rob Roos op X: https://x.com/Rob_RoosYael Potjer op X: https://x.com/GoedWeerGenieteOverweegt u om goud en zilver aan te kopen? Dat kan via de volgende website: https://bit.ly/3xxy4sYTimestamps00:00 Intro02:05 Wat is er mis met de EU?03:44 Green Deal & Europese economie07:32 Lobby: wie heeft de macht in Brussel? 15:51 Hoe werkt de besluitvorming in Brussel? 22:28 Is de EU wel een democratie?24:07 EU Democracy Shield32:48 Privacy & Chat Control36:20 Bestrijding Desinformatie & Vrij debat39:00 Dienstplicht, NAVO & Vrede in Oekraïne49:52 Gemeenschappelijke schulden & Plan Mario Draghi58:18 Ondernemen & Overregulering01:04:26 Toekomst Europese samenwerking?Twitter:@Hollandgold:   / hollandgold  @paulbuitink:   / paulbuitink  Let op: Holland Gold vindt het belangrijk dat iedereen vrijuit kan spreken. Wij willen u er graag op attenderen dat de uitspraken die worden gedaan door de geïnterviewde niet persé betekenen dat Holland Gold hier achter staat. Alle uitspraken zijn gedaan op persoonlijke titel door de geïnterviewde en dragen zo bij aan een breed, kleurrijk en voor de kijker interessant beeld van de onderwerpen. Zo willen en kunnen wij u een transparante bijdrage en een zo volledig mogelijk inzicht geven in de economische marktontwikkelingen. Al onze video's zijn er enkel op gericht u te informeren. De informatie en data die we presenteren kunnen verouderd zijn bij het bekijken van onze video's. Onze video's zijn geen financieel advies. U alleen kunt bepalen hoe het beste uw vermogen kunt beleggen. U draagt zelf de risico's van uw keuzes.Bekijk onze website: https://www.hollandgold.nl

Original Release Date: November 13, 2025Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emmet, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmet, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

De rel tussen Nederland en China over Nexperia heeft weer eens laten zien hoe afhankelijk heel Europa is van China. Eén besluit van demissionair minister van Economische Zaken Karremans en half Europa stond op zijn achterste benen. Terwijl hier juist eenheid nodig was om onze concurrentiepositie te verstevigen. De verdeeldheid in Europa werd meteen zichtbaar. Vooral de Duitse auto-industrie had erg last van de ingreep van Karremans. Maar we moeten onze positie ten opzichte van China verbeteren. Het rapport van Mario Draghi maakte dat al duidelijk, maar dat heeft het Nederlandse rapport van oud-ASML-baas Peter Wennink nu ook gedaan. Kortom. Wat kunnen we van de casus-Nexperia en deze adviezen leren? Dat ga je horen in deze aflevering van De Strateeg van. - Ron Stoop, strategisch analist bij het Den Haag Centrum voor Strategische Studies. - Han de Jong, BNR-huiseconoom. Luister ook | Wat voelt Rusland van de oliesancties van Trump? Over deze podcastDe Strateeg is een journalistiek onafhankelijke podcast van BNR, in samenwerking met het Den Haag Centrum voor Strategische Studies (HCSS). Abonneer je via bnr.nl/destrateeg om geen enkele aflevering te missen. Host: Paul van Liempt Redactie: Michaël Roele Tips, vragen of andere opmerkingen over De Strateeg? Stuur dan een mailtje naar roele@bnr.nl.See omnystudio.com/listener for privacy information.

Elk halfjaar een andere lidstaat die de EU voorzit. Na Denemarken nu Cyprus. Jaap Jansen en PG Kroeger schetsen de dramatische politieke omstandigheden waarin dit eiland die bijzondere Europese rol moet gaan spelen. Drie existentiële, lange termijn uitdagingen moeten nu in hoog tempo een antwoord vinden. - Oorlog en vrede in Oekraïne en de EU-defensierol daarbij - Het Meerjarig Financieel Kader voor de Unie van 2028 tot en met 2034 - Het antwoord op Trumps nationale veiligheidsstrategie Elk van deze cruciale thema's zal direct het functioneren van een kabinet-Jetten onder druk zetten. Er is alle reden om grondig na te denken over de aansturing van de EU-koers van het nieuwe kabinet. De positie van Nederland is tijdens Schoof dramatisch verzwakt en de statuur van een Lubbers of een Rutte in Europa zal Jetten dan ook niet als vanzelfsprekend kunnen claimen. *** Deze aflevering is mede mogelijk gemaakt met donaties van luisteraars die we hiervoor hartelijk danken. Word ook vriend van de show! Heb je belangstelling om in onze podcast te adverteren of ons te sponsoren? Zend ons een mailtje en wij zoeken contact. *** De rol van de EU bij Oekraïne kan alleen sterk zijn als de Unie echt als geheel zijn defensiebeleid en productie gaat voeren. Juist ook als Europese pilaar binnen de NAVO, samen met de Britten, Noren en Turken, en ook met Canada. In het kader van de veiligheidsgaranties voor Oekraïne en Moldavië zal een snelle en heel nieuwe vorm van toetreding van die landen tot de Unie hoogst actueel kunnen worden. Dat raakt direct de aanstaande toetreding van landen als Montenegro en Albanië. Bij de nieuwe zevenjaarsbegroting is de positie van Nederland precair. De afkerige houding van het kabinet-Schoof heeft ons land weinig bondgenoten geschonken. Bovendien moet Nederland ook voor de eigen begrotingsperikelen rekenen op medewerking vanuit Brussel. Daarbij komt dat grote buur Duitsland en de Scandinavische geestverwanten binnen de Unie nu meer dan voorheen de lijn van Mario Draghi en Ursula von der Leyen waarderen. Handhaaft Nederland de klassieke vrekkige houding, dan zou het wel eens geïsoleerd kunnen komen staan. Zo'n startpositie kan Rob Jetten zich bij het begin van zijn kabinet moeilijk veroorloven. Het antwoord op Trumps vernietigende analyse van toekomst en kwaliteit van de EU en zijn voorkuren voor 'verdeel en heers' tussen individuele lidstaten kwam in Den Haag scherp aan de orde tijdens een ontmoeting met Mark Rutte’s adjunct secretaris-generaal Radmila Šekerinska. Dat een Franse minister de Amerikaanse veiligheidsstrategie een ‘brutalité ideologique’ had genoemd, zette wel de toon. Relativering kwam meteen, want had niet élke Amerikaanse president sinds Dwight Eisenhower de Europese partners gemaand hun met het Wirtschaftswunder herwonnen welvaart ook voor hun verdediging in te zetten? Dat poetste niet weg dat Donald Trump - hoe anders dan Eisenhower, Richard Nixon of Ronald Reagan - de EU als zodanig een vijandelijk fenomeen vindt en Europa ‘een stervende beschaving’ noemt. De aanvankelijke sprakeloosheid van Europese leiders was dan ook niet zo vreemd. Eén van hen doorbrak die stilte. Bondskanselier Friedrich Merz kondigde ijskoud het einde aan van de 'Pax Americana'. Trumps omhelzing van radicaal-rechtse Europese partijen liet hij niet over zijn kant gaan. De VS keren terug naar de Monroe Doctrine uit de eerste helft van de 19e eeuw. Dezelfde tijd waarnaar Alexander Doegin en Vladimir Poetin verwijzen voor hun visie op de 'Ruski Mir', het unieke Russische nationalisme, dat het land een imperium met eigen beschaving verleende dat buurlanden als vazallen of buffers mocht onderdrukken. Net als in die jaren van Klemens von Metternich en later Otto von Bismarck zint Trump met Poetin op een wereldwijde dominantie van een kerngroep van vijf wereldmachten waarin voor de EU geen plaat is. De VS, Rusland, China, India en Japan maken de dienst uit, is de Amerikaanse gedachte. Verdeel en heers is ook het motto bij een ander wereldwijd initiatief uit Washington. De Pax Silica zou de hightech, chips en AI avant garde rond Amerika moeten scharen. En tegenover China. Slechts één EU-lidstaat rekent Washington tot die elite van de technologie: Nederland. Dit lijkt eervol, maar het zou ons land ook kunnen isoleren in EU en NAVO. Als Nederland beticht zou worden van een Alleingang ten koste van de partners, dan kon de positie van ons land wel eens precair worden. Cyprus krijgt komend half jaar heel wat voor de kiezen. Wie de historie en cultuur van dit eiland kent zal vaststellen dat ze daar eigenlijk al tientallen eeuwen geopolitieke en strategische crises en krachtmetingen gewend zijn. Van Alexander de Grote en de Perzen tot farao Echnaton en de kaliefs en sultans, vele heersers moeten zich met het eiland en zijn unieke strategische locatie en rijkdom aan zeldzame aardmetalen bezighouden. Rusland poogde het te veroveren, maar Bismarck bemiddelde en verzon het compromis dat de Britten het eiland maar beter konden inlijven. De Britse kruisvaarder koning Richard Lionheart moest er zijn bruid bevrijden en kroonde haar daar tot zijn koningin. Venetië kocht het eiland als vastgoed voor zijn maritieme handelsimperium en raakte daardoor verzeild in een felle oorlog met de Turken. Dat leverde ons wel de beste, meest dramatische opera van Giuseppe Verdi op. *** Verder luisteren 447 - Als Trump wint staat Europa er alleen voor https://art19.com/shows/betrouwbare-bronnen/episodes/eee9ebfb-042b-4753-b70d-a48e915b5beb 551 – Klem tussen Amerika en China: de koude oorlog rond ASML https://omny.fm/shows/betrouwbare-bronnen/551-klem-tussen-amerika-en-china-de-nieuwe-koude-oorlog-rond-asml 548 – Poetins dictaat voor Oekraïne https://omny.fm/shows/betrouwbare-bronnen/548-poetins-dictaat-voor-oekra-ne 518 – Veiligheid is voor de Denen een sterke defensie en een streng migratiebeleid https://art19.com/shows/betrouwbare-bronnen/episodes/f93ccf69-6946-455f-b401-c804dd5a03e9 503 - Duitsland maakt een nieuwe start met bondskanselier Friedrich Merz https://art19.com/shows/betrouwbare-bronnen/episodes/b42190b5-afcd-4a80-af7c-20d9d8467a27 488 - Het Congres van Wenen (1814-1815) als briljant machtsspel https://art19.com/shows/betrouwbare-bronnen/episodes/1423134d-c671-4a71-805a-1d21ab9f7de6 486 - ‘Welkom in onze hel’ Een jonge verslaggever aan het front in Oekraïne https://art19.com/shows/betrouwbare-bronnen/episodes/0552f0eb-998a-4af2-8960-05429aa1f510 458 - De gedroomde nieuwe wereldorde van Poetin en Xi https://art19.com/shows/betrouwbare-bronnen/episodes/7e62cdac-bdb9-450c-af23-a7f974ec3e42 455 - De bufferstaat als historische - maar ongewenste - oplossing voor Oekraïne https://art19.com/shows/betrouwbare-bronnen/episodes/0feef3c8-fd13-4461-860a-e54e2eba2f2c 427 - Europa wordt een grootmacht en daar moeten we het over hebben https://art19.com/shows/betrouwbare-bronnen/episodes/84273d61-0203-4764-b876-79a25695bed1 *** Tijdlijn 00:00:00 – Deel 1 00:40:05 – Deel 2 01:14:43 – Deel 3 01:42:48 – EindeSee omnystudio.com/listener for privacy information.

De Zweedse economie was ooit het slechtste jongetje van de klas, maar inmiddels is het een economie om je vingers bij af te likken. De investeringen in onderzoek en ontwikkeling zijn hoog, de staatsschuld laag en Zweden scoort hoog in ranglijsten van concurrerende economieën. ‘Zweden wijst de weg’, zegt macro-econoom Edin Mujagic. Hoe slecht was de Zweedse economie? Om dat te begrijpen, moeten we terug naar eind jaren tachtig en begin jaren negentig. De economische groei was bijna nul, de inflatie torenhoog, en het land zat midden in een diepe financiële crisis. Banken stonden op omvallen, werkloosheid en begrotingstekort waren hoog terwijl de staatsschuld uit de pan liep. Kijk je nu naar de Zweedse economie, dan is het een compleet ander verhaal. De staatsschuld bedraagt iets meer dan 30 procent van het bbp. Zweden heeft nu een stabiele, sterke en zeer innovatieve economie. Ze hebben er veertig jaar over gedaan om dat te bereiken. Hoe hebben ze dat gedaan? Zweden is door een diep dal gegaan. Veel mensen dachten dat het nooit meer beter zou worden, maar het land heeft nu een van de sterkste economieën van Europa. Dat is het resultaat van hard en langdurig werk – een belangrijke les voor andere EU-landen zoals Frankrijk, Italië en Spanje.In de jaren negentig begon Zweden met hervormingen: investeringen in infrastructuur en meer grip op de overheidsuitgaven. Sinds 1996 geldt een wettelijk plafond: de staat mag een maximaal bedrag uitgeven en moet jaarlijks een begrotingsoverschot realiseren. Dit beleid is consequent volgehouden, met succes, jaar na jaar. Wat heeft dat opgeleverd? Tegenwoordig investeert Zweden jaarlijks meer dan 3 procent van het bbp in onderzoek en ontwikkeling. Dat was ooit de Europese afspraak, maar weinig landen halen dat. Zweden lukt het jaar na jaar. De staatsschuld mag volgens de wet niet hoger zijn dan 35 procent van het bbp, en Zweden blijft ruim onder die grens.Op ranglijsten van de meest innovatieve economieën staat Zweden op nummer twee, en bij de meest concurrerende economieën op nummer acht. Het land heeft tal van toonaangevende innovatieve bedrijven, zoals muziekstreamingdienst Spotify. Stockholm is dit jaar uitgeroepen tot de meest innovatieve regio van Europa.Een kanttekening: Zweden betaalt met de kroon, niet met de euro. Toch werd het land geraakt door de eurocrisis, aangezien de eurozone de grootste handelspartner is. Wat kunnen wij hiervan leren? Er is maar één manier: jezelf regels opleggen om verstandig financieel beleid te voeren en je daar strikt aan houden. Ik had verwacht dat de aanpak van Zweden meer aandacht zou krijgen in het inmiddels beroemde rapport van Mario Draghi. Daarin werd immers dezelfde vraag gesteld die Zweden zich begin jaren negentig stelde: hoe worden we concurrerender? Hoe verbeteren we onze economie?De adviezen in dat rapport staan op veel punten alleen haaks op wat Zweden heeft gedaan. Daarom ben ik benieuwd naar wat op 12 december wordt gepresenteerd door Peter Wennink, voormalig CEO van ASML, met zijn rapport. Eén ding is duidelijk: Zweden wijst de weg. See omnystudio.com/listener for privacy information.

Oggi parliamo di intelligenza artificiale e di cosa ha detto Mario Draghi, di una storia che arriva dagli Stati Uniti, di un anniversario importante e di clima. ... Per iscriverti al canale Whatsapp: https://whatsapp.com/channel/0029Va7X7C4DjiOmdBGtOL3z Per iscriverti al canale Telegram: https://t.me/notizieacolazione Qui per provare MF GPT ... Gli altri podcast di Class Editori: https://milanofinanza.it/podcast Musica https://www.bensound.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Cost of Underfunding Science Almost 40 years ago the interviewer read a paper on how Europe lacked behind in science and how an economic deficit compared to USA and Japan was building up year year after year. In the year 2000 Minister Mariano Gago mobilised the EU Council of Ministers to agree on an investment scheme for public research suggesting a minimum of 1% of GDP . This was followed by a recommendation of 2% private investment. Further inputs came with the Sapir Report in 2003 And the establishment of European Research Council (2007) Now Europe is discussing the Mario Draghi report (2024) But most European countries are still underspending in their funding for science. The interview is with former Head of Communication at the European Science Foundation Jens Degett and former President of the European Research Council Jean Pierre Bourguignon.

La semana pasada Ursula von der Leyen presentó una legislación ómnibus digital destinada a simplificar la regulación europea sobre datos y, sobre todo, a desbloquear el desarrollo de la inteligencia artificial en la Unión Europea. La propuesta afecta directamente al Reglamento General de Protección de Datos (RGPD), en vigor desde 2018, un momento en el que prácticamente nadie hablaba de IA generativa. También prepara el terreno para suavizar la futura Ley de Inteligencia Artificial. Entre las medidas más importantes está permitir que las empresas de IA procesen datos amparándose en el “interés legítimo” en lugar de pedir consentimiento explícito cada vez que se acceda, facilitar el uso de datos pseudonimizados, reducir radicalmente los avisos de cookies que llevan años irritando a los usuarios y, tras la polémica inicial, mantener ciertas salvaguardas sobre datos personales especialmente sensibles y el acceso a ciertos dispositivos. El RGPD se ha convertido en la metáfora ideal de la hiperregulación europea: un texto enrevesado, difícil de cumplir y molesto para ciudadanos y empresas. Para los grupos de izquierda del parlamento europeo (socialistas, verdes e izquierda radical) es un trofeo intocable del que se sienten muy orgullosos y que defienden como la mejor protección mundial de la privacidad. Para el centro-derecha y la derecha es en cierto modo un lastre que explica buena parte del retraso europeo en IA frente a Estados Unidos y China. Von der Leyen, que fue reelegida en 2024 gracias a una gran coalición con socialistas y verdes, necesita ahora los votos de la derecha para sacar adelante este paquete, lo que supone romper la alianza que la ha mantenido en el cargo. Los verdes ya han advertido que cualquier acuerdo con la “ultraderecha” les parecerá inaceptable. Los socialistas tampoco están de acuerdo en tocar regulación alguna y, menos aún, la relativa a la protección de datos. Este ómnibus digital es solo uno de los seis grandes paquetes de desregulación que la Comisión planea presentar hasta 2026 en áreas que van desde la agricultura hasta la defensa. Responde al diagnóstico que Mario Draghi hizo el año pasado en su famoso informe. Europa no volverá a crecer si no recorta drásticamente la burocracia y reduce de forma significativa los miles y miles de páginas de normas que se aprueban cada año, y que muchas veces obligan a las empresas a crear departamentos enteros solo para cumplir con la maraña regulatoria. Pero es este un proceso lleno de contradicciones. Mientras Von der Leyen anuncia desregulación por un lado, la Comisión y el Parlamento siguen aprobando nuevas regulaciones por otro, de modo que lo que se gana por un lado se pierde por el otro. El primer ómnibus sobre cadenas de suministro lleva meses bloqueado, y muchos eurodiputados se resisten a derogar regulaciones que ellos mismos votaron hace apenas uno o dos años. En resumen, Europa intenta subirse tarde al tren de la desregulación que ya circula a gran velocidad en países como Argentina con Milei o Estados Unidos con Trump. Pero lo hace con su lentitud característica y, por supuesto, sin mencionar siquiera la motosierra. El mundo, entretanto, sigue girando al margen de lo que decidan hacer en Bruselas donde tienen la mala costumbre de llegar tarde a todo. En La ContraRéplica: 0:00 Introducción 4:03 Desregulando Europa 33:07 “Contra el pesimismo”… https://amzn.to/4m1RX2R 35:05 Los términos de paz de Ucrania 42:00 La ayuda a Ucrania 47:36 El relato de los medios · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #europa #regulacion Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

La semana pasada Ursula von der Leyen presentó una legislación ómnibus digital destinada a simplificar la regulación europea sobre datos y, sobre todo, a desbloquear el desarrollo de la inteligencia artificial en la Unión Europea. La propuesta afecta directamente al Reglamento General de Protección de Datos (RGPD), en vigor desde 2018, un momento en el que prácticamente nadie hablaba de IA generativa. También prepara el terreno para suavizar la futura Ley de Inteligencia Artificial. Entre las medidas más importantes está permitir que las empresas de IA procesen datos amparándose en el “interés legítimo” en lugar de pedir consentimiento explícito cada vez que se acceda, facilitar el uso de datos pseudonimizados, reducir radicalmente los avisos de cookies que llevan años irritando a los usuarios y, tras la polémica inicial, mantener ciertas salvaguardas sobre datos personales especialmente sensibles y el acceso a ciertos dispositivos. El RGPD se ha convertido en la metáfora ideal de la hiperregulación europea: un texto enrevesado, difícil de cumplir y molesto para ciudadanos y empresas. Para los grupos de izquierda del parlamento europeo (socialistas, verdes e izquierda radical) es un trofeo intocable del que se sienten muy orgullosos y que defienden como la mejor protección mundial de la privacidad. Para el centro-derecha y la derecha es en cierto modo un lastre que explica buena parte del retraso europeo en IA frente a Estados Unidos y China. Von der Leyen, que fue reelegida en 2024 gracias a una gran coalición con socialistas y verdes, necesita ahora los votos de la derecha para sacar adelante este paquete, lo que supone romper la alianza que la ha mantenido en el cargo. Los verdes ya han advertido que cualquier acuerdo con la “ultraderecha” les parecerá inaceptable. Los socialistas tampoco están de acuerdo en tocar regulación alguna y, menos aún, la relativa a la protección de datos. Este ómnibus digital es solo uno de los seis grandes paquetes de desregulación que la Comisión planea presentar hasta 2026 en áreas que van desde la agricultura hasta la defensa. Responde al diagnóstico que Mario Draghi hizo el año pasado en su famoso informe. Europa no volverá a crecer si no recorta drásticamente la burocracia y reduce de forma significativa los miles y miles de páginas de normas que se aprueban cada año, y que muchas veces obligan a las empresas a crear departamentos enteros solo para cumplir con la maraña regulatoria. Pero es este un proceso lleno de contradicciones. Mientras Von der Leyen anuncia desregulación por un lado, la Comisión y el Parlamento siguen aprobando nuevas regulaciones por otro, de modo que lo que se gana por un lado se pierde por el otro. El primer ómnibus sobre cadenas de suministro lleva meses bloqueado, y muchos eurodiputados se resisten a derogar regulaciones que ellos mismos votaron hace apenas uno o dos años. En resumen, Europa intenta subirse tarde al tren de la desregulación que ya circula a gran velocidad en países como Argentina con Milei o Estados Unidos con Trump. Pero lo hace con su lentitud característica y, por supuesto, sin mencionar siquiera la motosierra. El mundo, entretanto, sigue girando al margen de lo que decidan hacer en Bruselas donde tienen la mala costumbre de llegar tarde a todo. En La ContraRéplica: 0:00 Introducción 4:03 Desregulando Europa 33:07 “Contra el pesimismo”… https://amzn.to/4m1RX2R 35:05 Los términos de paz de Ucrania 42:00 La ayuda a Ucrania 47:36 El relato de los medios · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #europa #regulacion

Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

El Consejo de Seguridad de la ONU vota la renovación de la misión en el Sáhara Occidental, respaldando la propuesta de autonomía de Marruecos con 11 votos a favor. Estados Unidos insta a negociaciones basadas en esta propuesta, mientras el Frente Polisario y Argelia rechazan la resolución, calificándola de "peligrosa desviación" del derecho internacional. Esta votación, 50 años después de la Marcha Verde, se considera una victoria simbólica para Marruecos. En aquel entonces, España transfiere la administración del Sáhara a Marruecos y Mauritania. La economía española, con un récord de 21.8 millones de afiliados, sigue liderando el paro en la UE. Marta Ruiz de COPE señala que el paro efectivo es de 3.2 millones. Mario Draghi insiste en bajar el coste de la energía en Europa, llamando a la desregulación. El Consejo de Ministros aprueba el estatuto del becario; Pilar García de la Granja de COPE anticipa que aumentará los costes y desalentará la contratación de jóvenes. La lista Forbes de ...

Oud-ASML-baas Peter Wellink is met open ogen in de val getrapt die VNO-NCW-baas Ingrid Thijssen had opgezet, zegt macro-econoom Arnoud Boot: hij liet zich hypnotiseren door de langspeelplaat van de werkgeversorganisatie: bedrijven hebben het oh zo moeilijk, en staan op het punt uit Nederland te vertrekken. Maar Wennink is door demissionair minister van Economische Zaken Vincent Karremans aangesteld als onafhankelijk expert, om invulling te geven aan het rapport van oud-ECB-baas Mario Draghi. Wennink was voortvarend aan de slag met een rapport, dat een bijdrage zou moeten leveren aan de toekomstbestendigheid van de Nederlandse economie. Maar kennelijk voelde hij zich geroepen om alvast een voorschot te nemen op dat rapport, door verschillende Haagse partijleiders een brief te sturen met zijn bevindingen. De oud-ASML-baas heeft daarmee zijn hand overspeeld, vindt Boot. ‘Wennink heeft niet gezegd dat hij onafhankelijk is aangesteld door Karremans.’ See omnystudio.com/listener for privacy information.

The buzzword in Brussels is simplification. In reality it's a euphemism for sweeping deregulation and it marks a dramatic U-turn for the European Union. For decades, the EU prided itself on being a regulatory superpower, capable of extending its influence through protective and demanding regulation. That's now changing. A year ago Mario Draghi, the former president of the European Central Bank, dusted off the timeworn idea of cutting red tape. Draghi's message was eagerly embraced by many EU leaders, many from conservative and far-right parties, and many of them increasingly aligned with Trumpian ideas on blocking migrants, ignoring the environment and canceling overseas aid. Draghi's ideas have since snowballed. In the works are measures to water down laws on everything from technology and chemicals to farming and finance. Executing on those plans, and more, is European Commission president Ursula Von der Leyen. She's been using the deregulation mantra to deflect criticism from her far-right rivals and to placate US tech giants and Donald Trump and his threats to abandon Europe militarily. To be sure deregulation is having a moment. In Argentina, in India, and in the US where Elon Musk's DOGE dismantled entire agencies, almost certainly illegally, and where Russ Vought at Trump's budget office says wants to put civil servants in trauma. The approach in Europe is far less blunt and belligerent. But there are significant parallels according to Alberto Alemanno, the law professor at HEC Paris and the founder of The Good Lobby. Alberto sees an ideological and methodological alignment across the Atlantic that includes the sidelining of legislators, the privileging of executive fiat, and the possible DOGE-style downsizing of the European Commission. Alberto also warns that von der Leyen is "pushing towards illegality" by bundling together deregulatory measures in so called omnibus laws that bypass the usual channels of evidence-based policymaking and of democratic consent. The European Ombudsman, Teresa Anjinho, has opened an investigation into the omnibus process. But her opinions are non-binding. Meanwhile EU governments are pushing for continuous rollbacks, and von der Leyen has promised to deliver. But there is a deeper unease here, that simplification is not just about deregulation, or pandering to Trump, or the far right, rather that simplification will end up undermining the capacity and legitimacy of EU administration itself. A pair of US academics have described this phenomenon as ungoverning, discrediting institutions and the machinery of government and creating circumstances where enforcement and the rule of law suffer and authoritarians can thrive. Alberto doesn't see the quite the same deliberate campaign in Europe as in the US. But he warns that von der Leyen's willingness to take a chainsaw to previously agreed laws — and to act as little more than the executor of member states' demands — is a kind of dereliction of duty that risks permanently weakening the Union at a moment when many Europeans are looking for answers beyond national borders. As Alberto puts it: the EU is becoming ungoverned — by its own political class.Support the show

Se habla del Consejo Europeo, la foto de la Capilla Sixtina y la Princesa Leonor presidiendo los Premios Princesa de Asturias en Oviedo. Se mencionan los premiados Serena Williams, Eduardo Mendoza y Mario Draghi. Junts se reúne para decidir su apoyo al gobierno. Se comenta el cambio de hora y sus efectos en padres y niños. Suena música de Coldplay, La Oreja de Van Gogh y Daniel Powter. Jimeno presenta "jeroglíficos auditivos" sobre libros, en homenaje al Día de las Bibliotecas. Se explican las tradiciones de Halloween y la historia de Jack O'Lantern. Suena música de Bico, Sweet Box y Pharrell Williams. Se invita a los oyentes a compartir historias de superación para los Premios

The UK and US are set to announce deeper co-operation on digital assets such as cryptocurrencies, a UN commission concluded that Israel has committed genocide against Palestinians in Gaza, and Mario Draghi has warned that the EU's economic competitiveness is on the retreat due to “inaction” by Brussels. Plus, Donald Trump's administration is shifting the balance of power from shareholders to company bosses.Mentioned in this podcast:UK set to announce closer co-operation with US on cryptocurrenciesIsrael launches ground invasion of Gaza CityEU economy falls behind global rivals due to ‘complacency', warns Mario DraghiDonald Trump tilts balance of power from investors to CEOsToday's FT News Briefing was produced by Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Kelly Garry and Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Před rokem představil bývalý italský premiér a bývalý šéf Evropské centrální banky Mario Draghi návod, podle kterého má evropská konkurenceschopnost vzrůst tak, abychom dokázali konkurovat Spojeným státům a Číně. „Pokud se bavíme, že ztráta konkurenceschopnosti začala už před patnácti dvaceti lety, tak to samozřejmě nezměníme během jednoho roku,“ přibližuje v pořadu Řečí peněz hlavní ekonom České spořitelny David Navrátil.

Bottom Fishing for bargains. Consolidation, Digestion - awaiting the next catalyst. Saudi SWF takes a hit. The Jackson Hole confab is around the corner. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Labubus - Beanie Babies ? - US Debt - wretched - Good fishing this weekend - Chip Trackers Markets - Bottom Fishing - Consolidation, Digestion - waiting for the next catalyst -  Saudi SWF takes a hit - Validations - to the MOON - Casual Dining take a hit Weekend Fishing - Marlin, Roosterfish and Yellowfin Tuna - 2 bucket list items The CONFAB - August 21 to August 23 - Theme: Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy - Powell to speak Friday at 10am - Historically: ---- 1989: Alan Greenspan became the first Fed Chair to formally participate in the program, establishing a tradition of Fed leadership using the event to signal policy direction (Volker stopped by in 1982) --- 2010: Ben Bernanke used the symposium to signal QE2 --- 2014: Mario Draghi, ECB President, hinted at aggressive stimulus to combat Europe's sluggish growth, influencing currency markets --- 2020: Jerome Powell announced the Fed's new “average inflation targeting” framework, allowing inflation to run above 2% temporarily to support employment growth More Jackson Hole - Many are saying this is the be the defining moment in Powell's Career - Certainly the last one attending that he will be chair - Odds are that he will look to continue the Fed independence and data dependency talk US Debt - The federal government's gross national debt topped $37 trillion for the first time in history last week, and the U.S. has room to add trillions of dollars more to the debt following the enactment of the One Big Beautiful Bill Act (OBBBA). - OBBBA included a $5 trillion debt limit increase to avert a potential stand-off over the borrowing limit ($41 trillion limit) - US Debt to GDP = 100% - Every American owes $111,045 (Assuming spread evenly) - 25 years ago it was $19,000 er person LabooooBooo - Labubus, the quirky monster plush dolls made by Pop Mart, have exploded into a global phenomenon, doubling as collectibles and fashion accessories for adults. - In the first half of 2025, Labubu-related products generated a staggering $418 million in global sales for Pop Mart, with nearly 40% of revenue last year coming from outside mainland China. The company says sales in the first six months of this year are on track to more than triple, fueled by what's become a full-blown international craze. - The thrill of the hunt. Labubus are only available through online purchases and in-store pickups, if you can find one in stock. Adding to the scarcity factor is the blind-box packaging – you never know which character you'll get. - Some collectors chase elusive "secret" editions, with odds as low as 1 in 72. Investing - A better Way? - Powerball jackpot grows to estimated $643 million after no one won Monday night's drawing - Next drawing - Wednesday night - The jackpot is a new high for 2025 - he highest Powerball jackpot ever was $2.04 billion, won on November 7, 2022 by a single ticket sold in California. - The winner, Edwin Castro, opted for the lump sum payout of $997.6 million Energy Needed - Google and Kairos Power will deploy an advanced nuclear reactor to help power the tech company's data centers on the Tennessee Valley Authority grid. - The Hermes 2 reactor developed by Kairos will dispatch 50 megawatts of electricity, enough to power about 36,000 homes. - TVA will purchase the electricity from the reactor, making it the first utility in the U.S.