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In the past 15 years the US economy has left Europe in the rear-view mirror. While America booms, Europe appears to be flatlining. The question is why? Americans say it’s entirely Europe’s fault: bad policies, failing politics, and lack of unity. However, the consequences of the (as yet unresolved) European Sovereign debt crisis triggered by the Global Financial Crisis of 2008 was the speedbump.
In the past 15 years the US economy has left Europe in the rear-view mirror. While America booms, Europe appears to be flatlining. The question is why? Americans say it’s entirely Europe’s fault: bad policies, failing politics, and lack of unity. However, the consequences of the (as yet unresolved) European Sovereign debt crisis triggered by the Global Financial Crisis of 2008 was the speedbump.
C’mon. England won, but Norway was sparkling. It’s a genuine shame they are out the World Cup, but didn’t they do well? There is much that Norway’s successful blend of capitalist social democracy could teach the rest of the West. Most countries squander their abilities and resources – not Norway.
The AI market has been diving business expectations and markets – everyone believes it will deliver a growth, productivity and profit revolution across the global economy. What if it doesn’t? What if it’s not a leap forward, but just a step-change?
The fear of what might follow The Labour Government haunts the Gilts Market. Relief may come from the political implosion of Nigel Farage. Grubby Sleaze surrounds him as the UK’s much-loved Man of the People morphs into a discount-priced Mini-me version of Trump. The Crypto and graft entanglements that envelop him have shattered what made him so successful. Farage is no longer one of us. He is Them.
NATO has been the core of the Western Alliance and Transatlantic Economy. The men in the ill-fitting Florsheim dress shoes have broken it. What will follow is uncertain, but will clearly impact global markets and geopolitics to an enormous degree. The deepening Atlantic rift puts the need for European defence, sovereignty and resilience right at the top of the priority list.
What Football fans would not want Donald Trump supporting their team? Who would say no to Trump’s superpower to reverse any referee decision? His intervention into the World Cup leaves the rest of the world shaking its collective head in disbelief. Another reason to laugh at America. These things have consequences. When is America going to wake up?
England will take a confidence boost from the World Cup win vs Mexico. The Russians will be furious – their war plan requires The West’s resilience and pride is weakened through disinformation and instability. Countering Cognitive Warfare requires the acknowledgement it’s happening, that we fight it, and acknowledge our strengths and weaknesses, and that unity wins!
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Bill Blain is a leading market commentator. He regularly contributes articles and appears on mainstream financial media. Here is a selection of recent external articles and appearances.
Guest Posts

July 4, 2025
Evolving the NHS – Property Chronicle
To see the article please click the link below. Evolving the NHS to cope with our aging population [...]

February 1, 2024
Crypto: The End is Nigh
Finally, I think the Bitcoin improbability bubble has burst.

December 15, 2023
European markets will suffer more than U.S. in 2024
Bill Blain says there will be risks during the fourth year of the U.S. presidential cycle, but more turbulence in [...]

November 6, 2023
When everyone says “Sell China” it’s time to be looking at the opportunities!
The Chinese Economy looks awful. I challenge readers to find anything positive written about it in recent weeks.
Podcasts & Videos
August 22, 2025
FED Powell Speech In Jackson Hole
Bill chats over a range of current subjects on the IG Expert Edge section of their daily "Trade Live with [...]
August 1, 2025
Amazon Fails to Deliver, Market Falls off ATH and more
Bill chats over a range of current subjects on the IG Expert Edge section of their daily "Trade Live with [...]
July 11, 2025
Trump Attacks Canada Over Fentanyl and more
Bill chats over a range of current subjects with Angeline Ong at IG









