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Shahin Vallée

@shahinvallee.bsky.social

Economist, think tanker. senior fellow DGAP, board member Observatory Group

682 Followers  |  126 Following  |  63 Posts  |  Joined: 15.11.2024
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Posts by Shahin Vallée (@shahinvallee.bsky.social)

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Déplacement sur la base opérationnelle de l’Ile Longue. Le Président de la République s'est rendu sur la base opérationnelle de l’Ile Longue le lundi 2 mars 2026.

Macron speech transcript 🇫🇷 version

www.elysee.fr/front/pdf/el...

www.elysee.fr/emmanuel-mac...

02.03.2026 18:57 — 👍 3    🔁 1    💬 1    📌 0

Thrilled that Prof. @mazzucatom.bsky.social is joining my talk on "Fossil fuel profits and the low-carbon transition: who stands to lose?" at the LSE as a discussant!

Tomorrow at 6:30pm GMT - coordinates of the hybrid event open to all at:
www.lse.ac.uk/european-ins...

02.03.2026 15:31 — 👍 18    🔁 8    💬 0    📌 2
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Macron shifts French nuclear doctrine by boosting arsenal and involving allies The French president pointed to threats from Russia and China as well as changing U.S. defense priorities as reasons for the atomic buildup.

Emmanuel Macron broke several decades of French nuclear taboos by promising to increase the number of warheads and making explicit France's role in European security. Aware that the clock is ticking, he also pledged to move fast. www.politico.eu/article/macr...

02.03.2026 18:13 — 👍 26    🔁 13    💬 0    📌 1

Kind of incredible. I was just sitting down to write about how Starmer should be given credit for keeping us out of this mess when he does this. Unutterably foolish and obsequious. Why in God's name should we have anything to do with this shortsighted madness.

01.03.2026 21:56 — 👍 2191    🔁 519    💬 227    📌 37
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Could common debt make the EU stronger? With Carlos Cuerpo Podcast Episode · The Economics Show · 27 February · 31m

On which @soumayakeynes.ft.com *repeatedly* presses on Spanish Ec Min Cuerpo the qn “But what would you DO?!?” as a European policymaker wishing to emulate Spain’s recent economic success.

podcasts.apple.com/gb/podcast/t...

01.03.2026 11:42 — 👍 5    🔁 2    💬 2    📌 0
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1815 : le Congrès de Vienne a-t-il vraiment mis fin aux révolutions ? Le 26 février 1815, Napoléon quittait l’île d’Elbe et son exil, pour se lancer à la reconquête de Paris. Et ce alors que les monarchies européennes réunies à Vienne souhaitaient en finir avec l’Empere...

1815 : le Congrès de Vienne a-t-il vraiment mis fin aux révolutions ?

Un autre regard sur l’année 1815, par Clément Thibaud, au micro de @quentinlafay.bsky.social

www.radiofrance.fr/francecultur...

27.02.2026 06:36 — 👍 24    🔁 14    💬 0    📌 1
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Macron's speech on 2 March on nuclear deterrence is him providing the narrative element to work that's been going in the background, work done by people in the French nuclear space, military and other relevant parties.

French MoD just released a primer on this

www.defense.gouv.fr/sites/defaul...

27.02.2026 17:43 — 👍 6    🔁 3    💬 0    📌 0
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Statement from Dario Amodei on our discussions with the Department of War A statement from our CEO on national security uses of AI

www.anthropic.com/news/stateme...

27.02.2026 08:57 — 👍 0    🔁 0    💬 0    📌 0
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Macron’s last shot to extend France’s nuclear umbrella over Europe EU allies — most importantly Germany — are warming to the French president’s offer of nuclear protection, but Macron is running out of time to deliver a major strategic shift.

With only 14 months left in power, Emmanuel Macron is in a race against the clock to chart how France can wield the full force of its nuclear arsenal to guarantee Europe's security.

Europeans’ expectations are very high. www.politico.eu/article/emma...

27.02.2026 08:03 — 👍 37    🔁 20    💬 1    📌 0
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Franco-German Cooperation on Nuclear Deterrence Needs to Start Now The nuclear question is the key one for European defense integration. The good news is that the Europeans seem ready to tackle it.

And for a bilateral Franco-German angle, see @shahinvallee.bsky.social, @josephdeweck.bsky.social, Elias Ricken, and Jacob Ross for @ipq.bsky.social:

Franco-German Cooperation on Nuclear Deterrence Needs to Start Now ip-quarterly.com/en/franco-ge...

27.02.2026 07:04 — 👍 6    🔁 5    💬 0    📌 0
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Franco-German Cooperation on Nuclear Deterrence Needs to Start Now The nuclear question is the key one for European defense integration. The good news is that the Europeans seem ready to tackle it.

Franco-German cooperation on nuclear deterrence needs to start now. The good news? Merz and Macron have indicated that they are ready.

New from @shahinvallee.bsky.social, @josephdeweck.bsky.social, Elias Ricken, and Jacob Ross: ip-quarterly.com/en/franco-ge...

25.02.2026 10:36 — 👍 7    🔁 4    💬 1    📌 0

More and more signs pointing towards the real possibility of change in Hungary.

But I still think the EU should not bank its strategy on Orbán losing, and should remain cautious until the election is over and the result accepted.

25.02.2026 10:21 — 👍 99    🔁 28    💬 7    📌 1
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Before "The Pursuit of Happiness": emotional flourishing in early Judaism, Christianity and Islam The conference explores how early Jewish, Christian, and Islamic traditions shaped ideas about emotional and moral wellbeing before modern concepts of happiness became dominant. By examining how these...

Studies on wellbeing are fascinating, but they've felt a bit ahistorical. We are supporting this great conference in July looking at the ideals that shaped emotional and moral life in early Judaism, Christianity, and Islam to give a more historical view www.thebritishacademy.ac.uk/events/briti...

25.02.2026 12:09 — 👍 12    🔁 8    💬 0    📌 0
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🇪🇺Commissioner Dubravka Šuica was hauled before EU foreign ministers yesterday to explain why she (seemingly gleefully) attended the Trump Board of Peace inauguration as an observer without consulting them.

I'm told 8 govs 🇫🇷🇩🇪🇪🇸🇵🇹🇱🇺🇧🇪🇸🇪🇸🇮 criticised the decision to attend. 4 🇮🇹🇭🇺🇸🇰🇬🇷 praised it. 15 were silent

24.02.2026 13:45 — 👍 12    🔁 8    💬 1    📌 1
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‘Don’t go to the US – not with Trump in charge’: the UK tourist with a valid visa detained by ICE for six weeks Karen Newton was in America on the trip of a lifetime when she was shackled, transported and held for weeks on end. With tourism to the US under increasing strain, she says, ‘If it can happen to me, i...

There are so many horrifying details to this story of ICE locking up a British grandmother for 2 months who was visiting the US legally as a tourist.

Among them is the fact that the 🇬🇧embassy refused to help her. That's been a consistent theme to these stories of European tourists getting detained.

22.02.2026 22:42 — 👍 69    🔁 40    💬 3    📌 3
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Jean-Marie Guéhenno : L’angoisse fondamentale de l’administration Trump est que le monde puisse lui échapper Invasion américaine de l’Irak (2003), renoncement de Barack Obama à faire respecter ses « lignes rouges » en Syrie (2013), agression russe contre l’Ukraine (2022), dernière guerre israélienne...

Intéressant entretien de @guehenno.bsky.social avec Anthony Samrani dans L’Orient-Le Jour.
www.lorientlejour.com/article/1495...

23.02.2026 07:52 — 👍 5    🔁 6    💬 0    📌 0
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Marco Rubio’s Munich Speech Is More Dangerous Than You Think What the U.S. secretary of state laid bare about the Trump worldview.

When dictators dream in white. (Free to read. See the next pane.) foreignpolicy.com/2026/02/20/m...

22.02.2026 13:21 — 👍 78    🔁 37    💬 3    📌 0
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SPD übt scharfe Kritik an CDU-Beschluss zur Schuldenbremse Die CDU will ihr Profil schärfen - und spricht sich gegen weitere Lockerungen der Schuldenbremse aus. Sehr zum Ärger der SPD: Generalsekretär Klüssendorf erinnert deutlich an den gemeinsamen Koalition...

Friction over fiscal policy start to emerge int the governing coalition. fhttps://www.tagesschau.de/inland/innenpolitik/schuldenbremse-debatte-106.html

22.02.2026 10:41 — 👍 3    🔁 0    💬 0    📌 1
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Should we prepare for the end of the King Dollar? A Conversation with Barry Eichengreen - Groupe d'études géopolitiques This interview was originally published in Grand Continent In the foreword of your book, you warn your reader that this is not yet another book about the history of money. And yet your work was very r...

Did this interview with Barry Eichengreen about his forthcoming book on the history of international currencies and what it tells us about the dollar (and the euro) today. geopolitique.eu/en/2026/02/2...

21.02.2026 19:43 — 👍 24    🔁 14    💬 0    📌 0
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Only an army — and true integration — will solve Europe’s defence problem Atlanticists fear this would hasten America’s departure from the continent, but what is the alternative?

Highly recommend this FT piece by adamtooze@bsky.social arguing that only a truly integrated European army can solve Europe’s defence problem.

Even if one disagrees with the conclusion, the stakes for the EU’s institutional balance are enormous.

www.ft.com/content/2445...

21.02.2026 18:44 — 👍 4    🔁 2    💬 1    📌 0
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The world’s 280 million electric bikes and mopeds are cutting demand for oil far more than electric cars Electric vehicles get all the press – but it’s the smaller unsung two wheelers cutting oil demand the most.

Wait what
theconversation.com/the-worlds-2...

21.02.2026 09:00 — 👍 782    🔁 297    💬 24    📌 76

You were a bit too early on this but you should get a medal for your MSTR work. Really worth an update and even an interview with Saylor before it’s too late.

13.02.2026 07:07 — 👍 1    🔁 0    💬 0    📌 0
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(S+) Meinung: Wollen wir wirklich eine deutsche Atombombe? Gastbeitrag von Christian Mölling Eigene Nuklearwaffen scheinen nach dem Trump-Schock der schnellste und einfachste Weg, Deutschlands Sicherheit zu garantieren. Das ist ein gefährlicher Trugschluss.

I generally don’t find the debate about a German nuclear weapon particularly useful. This article, however, is a great contribution to the discussion as it concretely shows what aspects we have to consider if we actually want to go down that road.

www.spiegel.de/politik/deut...

13.02.2026 06:58 — 👍 64    🔁 20    💬 2    📌 3

Ah yeah, the metaverse shtick! Forgot about that

12.02.2026 21:35 — 👍 2    🔁 0    💬 2    📌 0

Pretty horrific account about an Irish (and thus also EU) citizen being held by ICE since September last year, despite having a legal work and residence permit in the US and being married to an US citizen.

09.02.2026 15:13 — 👍 51    🔁 32    💬 4    📌 2

This week's informal European Council will be a weird one. It is build up in the EU press as decisive, yet as a leader's retreat there won't be conclusions, let alone actual decisions.

Its real value will be in setting the course for future decisions, only visible in hindsight.

09.02.2026 12:36 — 👍 11    🔁 1    💬 1    📌 0
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My statement on François Villeroy de Galhau’s decision to step down as Banque de France Governor

09.02.2026 13:30 — 👍 13    🔁 7    💬 1    📌 3

Karma is real

09.02.2026 05:07 — 👍 6    🔁 0    💬 0    📌 0

La tribune collective de 70 élus et d’autres personnalités pour la proportionnelle est bienvenue. Ne pas l’adopter serait une faute lourde des forces qui ont composé le front républicain en 2024.

08.02.2026 22:30 — 👍 12    🔁 3    💬 0    📌 1
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Opinion | America’s Rare-Earths Solution Is Hiding in Plain Sight

This @nytopinion.nytimes.com op-ed on rare earths repeats a misleading story: that China dominates these industries mainly because of lax labor and environmental standards. It sounds intuitive, but it’s analytically wrong in ways that matter for policy. 1/

www.nytimes.com/2026/02/06/o...

08.02.2026 23:55 — 👍 62    🔁 38    💬 1    📌 8