La settimana phastidiosa - 26 settembre 2026
Summary
The episode analyzes Xi Jinping’s visit to Washington, highlighting the lack of concrete agreements and the symbolic tension between the US and China. It discusses the global rise in bond yields and the political risks of a potential US diesel export ban ahead of midterms. The discussion shifts to the EU, criticizing the "gold plating" of regulations and the ineffectiveness of fiscal rules, while also detailing Germany’s new social contribution caps that target middle-class incomes. Finally, it covers Italy’s failure to meet EU deficit targets and the political fallout surrounding Istat’s d…
Topics discussed
DEA National Prescription Drug Take Back Day promotion
Xi Jinping's US visit, panda diplomacy, and Trump's agenda
Trump revokes press credentials for CNN, MS Now, Politico
US diesel crisis, export ban, and midterm election risks
US economic data, bond market structure, and yield spikes
Italy's debt status and political perception lag
EU internal barriers, gold plating, and regulatory reform
EU fiscal rules, deficit sanctions, and political credibility
EU Multiannual Financial Framework and new own resources
EU integration limits and the 'United States of Europe' myth
German social security reform and impact on middle class
Germany's fiscal pressure and the 'kulaki' tax debate
Italy's Istat deficit data, superbonus, and off-balance items
EU stability pact flexibility and market reaction to debt
Debt snowball effect and potential financial repression
Energy price hedging strategies for industrial firms
Ducati sale, Golden Power, and Italian industrial policy
Italy's military aid to Ukraine and political arithmetic
Italy's nuclear re-entry and fusion energy IPOs
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