@GreekAnalyst

Updates and commentary on startups, economics, geopolitics, political risk, global markets and tech. Focus on Greece & Europe.

greekanalyst.substack.com
Joined January 2015
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8.4KMedia
I just launched a new regular newsletter. It’s called Changing Greece. Here is why.
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This is even more important given harsh macro conditions today.
Lorenzo Cianti@LorenzoCianti19h
🇬🇷 Greece is delivering one of Europe’s most striking fiscal turnarounds. Debt-to-GDP has fallen to 140.8%, down 11.2 points in a year. The primary surplus hit €7.6bn in January–September, well above target, while growth remains solid and unemployment keeps falling.
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Go Greece, go!
Daniel Kral@DanielKral1Oct 22
Govt debt-to-GDP ratios 2020 -> 2026 (% of GDP): 🇬🇷 213% -> 137% 🇮🇹 158% -> 138% 🇵🇹 137% -> 87% 🇫🇷 118% -> 120% 🇨🇾 118% -> 49% (among the lowest) 🇧🇪 115% -> 112% 🇸🇮 85% -> 65% 🇫🇮 73% -> 90% 🇸🇰 58% -> 65% 🇭🇷 88% -> 54% Same currency and fiscal rules. Very different outcomes.
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We need more of those, but also a much healthier mix.
Sofokleous Street@SofokleousStOct 21
IPOs in Greece have actually performed really well lately. The only problem? There aren’t many of them
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Protests are spreading across Europe. France, Italy, Spain, Portugal, Belgium, Greece and even Albania have seen or will see massive clashes these weeks. Expect many reasonable grievances to be exploited by the extremes and to degenerate into vicious urban guerrilla warfare.
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The Greek Analyst retweeted
Fiona Mullen@FionaMullenCYOct 17
Replying to @FT
Turns out some countries still know how to socialise h/t @GreekAnalyst greekanalyst.substack.com/p/…
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A brutal period of unfathomable pain for households and businesses. Yet, the counter-factual would have been catastrophic. Many mistakes and lessons learned. Much progress and some regression. Undeniable improvement and still a lot to be fixed. Never underestimate the Greeks!
Matthew Lynn
@mattlynnwriterOct 17
After the financial crisis, public spending in Greece was cut by 25%, the civil service was slashed from one million to slightly over 600,000, and pensions were cut 11 times. But now it is growing again, its debt is falling, and its borrowing costs are below Britain and France.
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Greece is uniquely positioned to win in the AI age. Read my contrarian take in the latest newsletter.
The Greek Analyst@GreekAnalystOct 15
Tomorrow I will publish a contrarian take in my newsletter on how a country like Greece can win in the AI Age. Any guesses?
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Link here: greekanalyst.substack.com/p/…
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The Greek Analyst retweeted
Samuel Rines
@SamuelRinesOct 15
This is an awesome chart.
The Greek Analyst@GreekAnalystOct 15
Greece’s debt (as % of GDP) expected to fall below that of Italy in 2026, United States by 2028 and France by 2030, according to the IMF.
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Tomorrow I will publish a contrarian take in my newsletter on how a country like Greece can win in the AI Age. Any guesses?
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Greece’s debt (as % of GDP) expected to fall below that of Italy in 2026, United States by 2028 and France by 2030, according to the IMF.
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Might be a brutal negotiating move, but Greece should threaten to cut the UK off its supply of feta until it gets the Parthenon sculptures back.
Bloomberg
@businessOct 14
British Museum Chairman George Osborne said Greece and the UK can reach a deal over the contested Parthenon sculptures bloomberg.com/news/articles/…

British Museum Chief ‘Optimistic’ Parthenon Marbles Deal Can Be Done

British Museum Chairman George Osborne said Greece and the UK can reach a deal over the contested Parthenon sculptures if both sides are willing to compromise.

bloomberg.com
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Bye-bye, Miss American pie.
The Associated Press
@APOct 13
BREAKING: Trump ambassador to Greece Kimberly Guilfoyle has been asked to resign after allegations of improper conduct, the White House says. apnews.com/live/trump-midter…

Trump travels to Alaska to campaign for GOP candidates ahead of midterms

Today’s live updates have ended. Read what you missed below and find more coverage at apnews.com.","link":{"attributes":[],"url":"https://apnews.com/","_id":"000001a1-599f-da30-a3eb-d9bfecb80000","...

apnews.com
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I will neither forget nor ever forgive Krugman and Stiglitz, both advocating for a destructive NO vote to Greece’s referendum and promoting the exact opposite POV 17 years ago from the comfort of distance and a beautiful academic armchair. We Greeks paid the price. And remember.
Bloomberg
@businessOct 9
Nobel Prize-winning economist Paul Krugman warned that France’s deteriorating public finances are on an “unsustainble path” and at risk of unleashing a debt crisis across the euro area bloomberg.com/news/articles/…

Krugman Says France Poses Risk of Explosive European Debt Crisis

Nobel Prize-winning economist Paul Krugman warned that France’s deteriorating public finances are on an “unsustainble path” and at risk of unleashing a debt crisis across the euro area.

bloomberg.com
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Hellas is a vibe.
Paramount+ Australia
@ParamountPlusAUOct 10
SOUTH MELBOURNE ARE AUSTRALIA CUP WINNERS! 🏆 The moment that @smfc made history, knocking off Melbourne Victory 4-3 in a penalty shootout to become the first NPL club to lift the @AustraliaCup Watch the highlights from #SMBvMVC on Paramount+ 📺
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The Greek Analyst retweeted
Aceitunejo🫒@aceitunejoCNOct 9
La locomotora griega!🚅🇬🇷🇬🇷🇬🇷🇬🇷
The Greek Analyst@GreekAnalystOct 9
Greece’s youth unemployment finally falling below EU average
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The Greek Analyst retweeted
Stephane Deo@StephaneDeoOct 9
Very impressive indeed! Total unemployment rate went from 28.3% in July 2013 to 7.4% in August this year.
The Greek Analyst@GreekAnalystOct 9
Greece’s youth unemployment finally falling below EU average
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The Greek Analyst retweeted
Stuart Barrow@ArtBarrowOct 9
Greece absolutely deserves this success. It has taken all the hard-but-necessary decisions to secure sustainable finances and real economic growth. It stayed the course. Will France even start it?
The Greek Analyst@GreekAnalystOct 9
Greece’s youth unemployment finally falling below EU average
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Greece’s youth unemployment finally falling below EU average
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Greeks sure know how to support their favorite teams.
Eurohoops
@EurohoopsnetOct 7
This is INSANE
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You don’t have to be an Aris fan to love this. I ain’t and I do.
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