In this episode of Future is Blue, host Carlos Carnicero Urabayen is joined by Brad Setser (Council on Foreign Relations) and Miguel Ángel González Simón (Funcas) to unpack the global implications of President Trump’s newly announced 10% universal tariff on all imports — and an additional 20% duty on EU goods. The discussion explores the political motivations behind the move, the flawed logic of "reciprocal" tariffs, and the potential economic fallout for Europe, China, and the US. The episode also dives into Europe’s strategic options, from targeted retaliation to strengthening the single market and forging new alliances.Subscribe to our newsletter for free in this link.
In this Future is Blue episode, Sander Tordoir from the Centre for European Reform discusses his article Heavy Industry is Europe’s Trump Card. We explore how Europe’s manufacturing strength can drive defence rearmament, the potential of the EU’s REARM initiative, and the challenges of financing and coordination. Sander also highlights the UK’s role post-Brexit and stresses that now is a defining moment for Europe to leverage its industrial and financial power for security and resilience.
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22:28
The contours of a policy shift in Germany, with Christian Odendahl European Economics Editor at The Economist
The latest Future is Blue podcast explores Germany’s historic fiscal shift following the recent elections. Christian Odendahl (The Economist) and Raymond Torres (Funcas Europe) analyze the CDU-SPD coalition’s €500 billion investment package, which marks a break from two decades of fiscal conservatism. They discuss its implications for Germany’s economic recovery, European defense policy, and EU fiscal rules. With Berlin poised to play a more decisive role in Europe, the conversation delves into the challenges of implementing this bold policy shift and how it may reshape Germany’s leadership within the EU. Listen to the full episode here.
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31:55
Can Europe Compete in a World Dominated by the U.S. and China?
In this episode of Future is Blue, Carlos Carnicero Urabayen speaks with Antonin Bergeaud, Associate Professor at HEC Paris, about Europe’s struggle to stay competitive in a world increasingly dominated by the U.S. and China. They discuss the Draghi report’s key recommendations, Europe’s lag in innovation, the impact of regulatory fragmentation, and what the EU must do to regain its economic edge. With Trump back in the White House and global trade dynamics shifting, is Europe’s response bold enough—or is it falling behind?
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32:09
Calm, Cool, and United: How can the EU navigate Trump 2.0
In this episode of Future is Blue, Carlos Urabayen dives into the implications of the U.S.'s evolving trade policies under a renewed Trump administration. Joined by Arancha González Laya, Dean of Sciences Po and former Spanish Foreign Minister, and Raymond Torres, Europe Director at Funcas, the discussion explores how the EU can navigate its shifting relationship with the U.S., balance cooperation and rivalry, and strengthen resilience through strategic alliances, energy independence, and capital market reforms. With insights on multilateralism, defense, and global partnerships, this episode offers a roadmap for Europe in a time of economic and geopolitical turbulence.
Future is blue is a series of podcasts promoted by Funcas Europe bringing together academia, think tanks and policymakers for a more inspiring debate about European economic affairs
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