Special Edition: The Coming Bear Market and Fortress Europe
Coming up this week: an audio essays special edition.
Philip and Andrew, going head to head, a half hour each, on two big stories that have a more medium-term feel than the usual weekly news pegs.
In the red corner, Mr Pilkington takes on the bear market. Is an icy wind coming for global stocks? How it could play out? From the bottoming out of NVIDA to the coming age of tariffs, what are the key triggers?
Then, Andrew Collingwood will be taking on medium-term Europe. As the US shrinks from its hegemonic duties, will the EU seize the moment, to attempt to federalise through the stalking horse of re-armament? And given recent trends, could this laager mentality also come with a doubling-down on its own unique brand of autocracy?
Multipolarity
Charting The Rise Of A Multipolar World Order
Philip Pilkington is an unorthodox macroeconomist.
Andrew Collingwood is an equally skeptical journalist.
Lately, both have realised that - post-Ukraine, post-Afghanistan withdrawal - the old, unipolar, US-led world order is in its death throes.
In its wake, something new is being born. But what shape will that take? That will depend on a combustible combination of economics and geopolitics; trade and military muscle.
Each week, our duo take three off-radar news stories and explain how each is shaping our multipolar reality.
- No. of episodes: 123
- Latest episode: 2025-05-08
- News News Commentary Politics
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