Briefs

Structural analyses, hand-written. Each one passes a three-exit integrity check — evidence must hold, the counter-thesis must be weaker than the thesis, and observable proxies must exist to falsify both.

We have moved to podcasts. The daily and weekly text briefs ended on 21 September 2026. The same morning read now goes out as Aavistus Daily, one conversation every morning, on Apple Podcasts, Spotify or any podcast app. Episode pages, with sources, are on the show page. Thank you for reading — we hope you will listen.
Aavistus briefs. Independent market intelligence — satellites, flows, filings. Register free to follow new briefs.
AllDaily showAavistus joka päiväAavistus GeopoliticsAavistus 北欧

▶Finland's product-liability rewrite and Novo's China deal

2026-09-29 · 12:08 · 2026-09-29 · The rulebook · Finland's product-liability rewrite, Novo Nordisk's Hengrui obesity deal, Prehn's Fed-is-trapped case, tested

▶Payrolls Friday and the cracks under the index

2026-09-28 · 11:17 · 2026-09-28 · Nordic week ahead · Nordic week ahead into US payrolls, Cracks under the American index, Bavaria's eight-per-cent credit case

▶Tokenised stocks and Friday's payroll

2026-09-27 · 10:57 · 2026-09-27 · The investor's Sunday · Tokenised stocks as a business model, The week ahead for a portfolio

▶The bond-pain case, tested

2026-09-26 · 9:08 · 2026-09-26 · One subject in depth · The bond-pain case for higher US yields

▶A hiking Norges Bank and a Nord Pool snap-back

2026-09-25 · 10:34 · 2026-09-25 · What the week changed · What the week changed, Nord Pool weekly reversal, Novo Nordisk licenses external delivery tech

▶Beijing buys time as Tokyo yields snap

2026-09-24 · 13:06 · 2026-09-24 · China and Asia · US-China trade truce and the Asian AI capex cycle, Global bond rout and Norges Bank today, EU data-centre rules and the Nordic pitch

▶American concentration and the Nordic rate split

2026-09-23 · 11:22 · 2026-09-23 · United States · American megacap AI concentration, Riksbank today, Norges Bank tomorrow, ECB hike and Nordic-listed exposure

▶Two Nordic rate decisions and Yardeni's pause

2026-09-22 · 10:19 · 2026-09-22 · The rulebook · Nordic rate decisions this week, Finland's social-care reform package, Yardeni's near-term S&P pause

▶Nord Pool eases into a Nordic rate week

2026-09-21 · 12:00 · 2026-09-21 · Nordic week ahead · Nord Pool weekly-average collapse, Volvo Cars CEO succession, Novo Nordisk under investor pressure, Nordic rate week and the payroll print

EU Daily 21.9.2026

2026-09-21 · brief · 2026-09-21 · housing policy · defence-tech · energy majors · 1-4 week horizon

Nordic Daily 21.9.2026

2026-09-21 · brief · 2026-09-21 · healthcare data, energy, industrials · 1-4 week

EU Daily 18.9.2026

2026-09-18 · brief · 2026-09-18 · procurement · aerospace-defence · industrials · 1-4 weeks

Nordic Daily 18.9.2026

2026-09-18 · brief · 2026-09-18 · Legal, Energy, Industrials · 1-4 weeks

EU Daily 17.9.2026

2026-09-17 · brief · 2026-09-17 · migration policy, semiconductor capex, European aerospace · 1-4 week horizon

Nordic Daily 17.9.2026

2026-09-17 · brief · 2026-09-17 · industrials · energy · financials · 1-4 weeks

EU Daily 16.9.2026

2026-09-16 · brief · 2026-09-16 · defense · energy · industrials · 1-2 weeks

Nordic Daily 16.9.2026

2026-09-16 · brief · 2026-09-16 · environmental compliance · Nordic power · defence · horizon 1-4 weeks

EU Daily 15.9.2026

2026-09-15 · brief · 2026-09-15 · pharma resilience · industrial policy · defence · 4-week horizon

Nordic Daily 15.9.2026

2026-09-15 · brief · 2026-09-15 · defense · industrials · shipping · 2-week horizon

China Weekly 14.9.2026

2026-09-14 · brief · 2026-09-14 · internet cyclicals / capital account / intra-Asia shipping · 2-week tactical

EU Daily 14.9.2026

2026-09-14 · brief · 2026-09-14 · security policy · industrials · technology · 2-8 weeks

Nordic Daily 14.9.2026

2026-09-14 · brief · 2026-09-14 · pharma · industrials · financials · 3-6 week horizon

EU Daily 11.9.2026

2026-09-11 · brief · 2026-09-11 · defense · semiconductors · financials · one-week horizon

Nordic Daily 11.9.2026

2026-09-11 · brief · 2026-09-11 · defence · industrials · energy · 1–4 weeks

EU Daily 10.9.2026

2026-09-10 · brief · 2026-09-10 · semis · energy · industrials · 1w

Nordic Daily 10.9.2026

2026-09-10 · brief · 2026-09-10 · industrials, financials, security · 1–3 week horizon

Nordic Daily 9.9.2026

2026-09-09 · brief · 2026-09-09 · industrials, financials, energy · 1-2 week horizon

EU Daily 9.9.2026

2026-09-09 · brief · 2026-09-09 · industrials, luxury, semiconductors · 1–2 week

EU Daily 8.9.2026

2026-09-08 · brief · 2026-09-08 · politics, industrials, defence · near-term

Nordic Daily 8.9.2026

2026-09-08 · brief · 2026-09-08 · defence, industrials, energy · 1–2 weeks

US Weekly 7.9.2026

2026-09-07 · brief · 2026-09-07 · technology · financials · energy · this week

China Weekly 7.9.2026

2026-09-07 · brief · 2026-09-07 · China internet · EV · HK dual-listings · 4-12 weeks

EU Daily 7.9.2026

2026-09-07 · brief · 2026-09-07 · tech regulation, industrials, luxury · 1-4 weeks

Nordic Daily 7.9.2026

2026-09-07 · brief · 2026-09-07 · tax reform, banks, shipping · 2 weeks

EU Daily 4.9.2026

2026-09-04 · brief · 2026-09-04 · power · industrials · aerospace · 1–2 weeks

Nordic Daily 4.9.2026

2026-09-04 · brief · 2026-09-04 · migration policy · defence · shipping · one-quarter horizon

Nordic Daily 3.9.2026

2026-09-03 · brief · 2026-09-03 · automotive compliance, security, energy dispersion · one-week horizon

EU Daily 3.9.2026

2026-09-03 · brief · 2026-09-03 · trade-defence · industrials · autumn horizon

Nordic Daily 2.9.2026

2026-09-02 · brief · 2026-09-02 · retail, energy, industrials · 1-2 week horizon

EU Daily 2.9.2026

2026-09-02 · brief · 2026-09-02 · defence tech · capital markets · industrials · one-week horizon

US Weekly 1.9.2026

2026-09-01 · brief · 2026-09-01 · tech · financials · energy · 1-week

China Weekly 1.9.2026

2026-09-01 · brief · 2026-09-01 · China internet · China EVs · HK listings · 5-day

EU Daily 1.9.2026

2026-09-01 · brief · 2026-09-01 · fiscal transition · defense · energy · 1-6 months

Nordic Daily 1.9.2026

2026-09-01 · brief · 2026-09-01 · industrials, energy, financials · 1-2 week horizon

EU Daily 28.8.2026

2026-08-28 · brief · 2026-08-28 · state aid & competition, frozen-assets politics, industrial M&A · 1–4 week

Nordic Daily 28.8.2026

2026-08-28 · brief · 2026-08-28 · regulatory · energy · industrials · 1–2 week horizon

EU Daily 27.8.2026

2026-08-27 · brief · 2026-08-27 · policy · industrials · 2–6w

Nordic Daily 27.8.2026

2026-08-27 · brief · 2026-08-27 · energy · industrials · materials · one to four weeks

EU Daily 26.8.2026

2026-08-26 · brief · 2026-08-26 · defence, energy, financials · 4-8 weeks

Nordic Daily 26.8.2026

2026-08-26 · brief · 2026-08-26 · fisheries, energy, industrials · 1-4 weeks

EU Daily 25.8.2026

2026-08-25 · brief · 2026-08-25 · antitrust · defence · semis · 1–2 weeks

Nordic Daily 25.8.2026

2026-08-25 · brief · 2026-08-25 · civil liberties · industrials · energy · one to four weeks

US Weekly 24.8.2026

2026-08-24 · brief · 2026-08-24 · AI, energy, healthcare · 1–2 weeks

China Weekly 24.8.2026

2026-08-24 · brief · 2026-08-24 · China internet, HK equities, semis · 2-4 week horizon

Nordic Daily 24.8.2026

2026-08-24 · brief · 2026-08-24 · sovereignty · industrials · energy · weekly

EU Daily 24.8.2026

2026-08-24 · brief · 2026-08-24 · defence · sovereign assets · industrials · one-week

EU Daily 21.8.2026

2026-08-21 · brief · 2026-08-21 · policy, defence, semiconductors · 1-4 week horizon

Nordic Daily 21.8.2026

2026-08-21 · brief · 2026-08-21 · industrials, energy, telecom · 1-4 week horizon

Nordic Daily 20.8.2026

2026-08-20 · brief · 2026-08-20 · critical minerals, Nordic power, container shipping · 6-12 month

EU Daily 20.8.2026

2026-08-20 · brief · 2026-08-20 · defence · financials · energy · 4-8 week horizon

EU Daily 19.8.2026

2026-08-19 · brief · 2026-08-19 · AI regulation, Frozen assets, Aerospace · 1-4 weeks

Nordic Daily 19.8.2026

2026-08-19 · brief · 2026-08-19 · energy · industrials · financials · 1-2 weeks

Nordic Daily 18.8.2026

2026-08-18 · brief · 2026-08-18 · policy, energy, industrials · week-ahead

EU Daily 18.8.2026

2026-08-18 · brief · 2026-08-18 · regulation, defense, sovereign · 1-4 weeks

US Weekly 17.8.2026

2026-08-17 · brief · 2026-08-17 · Technology, Energy, Healthcare · 1–2 week

China Weekly 17.8.2026

2026-08-17 · brief · 2026-08-17 · Consumer internet, AI infrastructure · 4–8 weeks

Nordic Daily 17.8.2026

2026-08-17 · brief · 2026-08-17 · housing · energy · industrials · 1–2 week

EU Daily 17.8.2026

2026-08-17 · brief · 2026-08-17 · policy · industrials · financials · medium-term

EU Daily 14.8.2026

2026-08-14 · brief · 2026-08-14 · defence, semiconductors, luxury · 1-2 week horizon

Nordic Daily 14.8.2026

2026-08-14 · brief · 2026-08-14 · critical-infra resilience · shipping · Nordic power · 1-3 months

EU Daily 13.8.2026

2026-08-13 · brief · 2026-08-13 · legislative, industrials, energy · 4-8 weeks

Nordic Daily 13.8.2026

2026-08-13 · brief · 2026-08-13 · defence-industrial · energy · financials · 1-4 week horizon

EU Daily 12.8.2026

2026-08-12 · brief · 2026-08-12 · defence · power · tech · H2-2026

Nordic Daily 12.8.2026

2026-08-12 · brief · 2026-08-12 · labour policy · industrials · energy · healthcare · 1-week

EU Daily 11.8.2026

2026-08-11 · brief · 2026-08-11 · climate policy · industrials · financials · 3-6 month horizon

Nordic Daily 11.8.2026

2026-08-11 · brief · 2026-08-11 · energy, industrials, banks · 1-4 weeks

EU Daily 10.8.2026

2026-08-10 · brief · 2026-08-10 · energy · regulation · industrials · 4-8 weeks

Nordic Daily 10.8.2026

2026-08-10 · brief · 2026-08-10 · energy, industrials, healthcare · 1-4 weeks

EU Daily 7.8.2026

2026-08-07 · brief · 2026-08-07 · enlargement · industrials · energy · 4-week horizon

Nordic Daily 7.8.2026

2026-08-07 · brief · 2026-08-07 · housing, energy, healthcare · 1-2 week

Nordic Daily 6.8.2026

2026-08-06 · brief · 2026-08-06 · resilience · industrials · energy · 1-4 weeks

EU Daily 6.8.2026

2026-08-06 · brief · 2026-08-06 · defence · energy · industrials · 6-12 week horizon

EU Daily 5.8.2026

2026-08-05 · brief · 2026-08-05 · platform regulation, southern Europe, industrials · 2-4 week horizon

Nordic Daily 5.8.2026

2026-08-05 · brief · 2026-08-05 · defence-industrial, energy, shipping · one to four weeks

Nordic Daily 4.8.2026

2026-08-04 · brief · 2026-08-04 · policy, energy, industrials · 2-8 weeks

EU Daily 4.8.2026

2026-08-04 · brief · 2026-08-04 · defence, energy, tech · week ahead

EU Daily 30.7.2026

2026-07-30 · brief · 2026-07-30 · enlargement, energy, industrials · 1-4 weeks

Nordic Daily 30.7.2026

2026-07-30 · brief · 2026-07-30 · property law, security, telecom · 1-4 weeks

Nordic Daily 29.7.2026

2026-07-29 · brief · 2026-07-29 · resilience regulation · energy · industrials · one-week

EU Daily 29.7.2026

2026-07-29 · brief · 2026-07-29 · defence, energy, semis · 1-4 weeks

EU Daily 28.7.2026

2026-07-28 · brief · 2026-07-28 · aerospace, energy, luxury, semiconductors · 1–2 weeks

Nordic Daily 28.7.2026

2026-07-28 · brief · 2026-07-28 · fiscal · industrials · energy · one-week

US Weekly 27.7.2026

2026-07-27 · brief · 2026-07-27 · big tech, energy, financials · 1-2 week

China Weekly 27.7.2026

2026-07-27 · brief · 2026-07-27 · China tech · HK/ADR · 1–4 weeks

EU Daily 27.7.2026

2026-07-27 · brief · 2026-07-27 · state aid, energy, aerospace · 1-4 weeks

Nordic Daily 27.7.2026

2026-07-27 · brief · 2026-07-27 · industrials, energy, banks · 1-3 months

EU Daily 24.7.2026

2026-07-24 · brief · 2026-07-24 · defence · energy · industrials · 4-8 weeks

Nordic Daily 24.7.2026

2026-07-24 · brief · 2026-07-24 · energy, industrials, financials · 1-week

EU Daily 23.7.2026

2026-07-23 · brief · 2026-07-23 · sanctions, industrials, aerospace · 4-week horizon

Nordic Daily 23.7.2026

2026-07-23 · brief · 2026-07-23 · energy · telecom · industrials · 4-8 weeks

EU Daily 22.7.2026

2026-07-22 · brief · 2026-07-22 · enlargement, industrials, energy · 1-2 weeks

Nordic Daily 22.7.2026

2026-07-22 · brief · 2026-07-22 · industrials, energy, healthcare · week ahead

EU Daily 21.7.2026

2026-07-21 · brief · 2026-07-21 · defence · industrials · tech · 4-week horizon

Nordic Daily 21.7.2026

2026-07-21 · brief · 2026-07-21 · defence-industrial, shipping, energy · 1-2 week horizon

China Weekly 20.7.2026

2026-07-20 · brief · 2026-07-20 · tech, property, consumer internet · 1-4 weeks

EU Daily 20.7.2026

2026-07-20 · brief · 2026-07-20 · geopolitics, semis, energy · 4-8 week horizon

Nordic Daily 20.7.2026

2026-07-20 · brief · 2026-07-20 · industrials, energy, labour law · 1-4w

EU Daily 17.7.2026

2026-07-17 · brief · 2026-07-17 · state aid, semis, energy majors · 1-2 week horizon

Nordic Daily 17.7.2026

2026-07-17 · brief · 2026-07-17 · industrials, energy, financials · 1–4 weeks

EU Daily 16.7.2026

2026-07-16 · brief · 2026-07-16 · defense · energy · tech · 3-month lens

Nordic Daily 16.7.2026

2026-07-16 · brief · 2026-07-16 · industrials, banks, energy · 4-6 week horizon

EU Daily 15.7.2026

2026-07-15 · brief · 2026-07-15 · energy · industrial policy · semis · 4-week horizon

Nordic Daily 15.7.2026

2026-07-15 · brief · 2026-07-15 · industrials, energy, banks · 1–4 weeks

EU Daily 14.7.2026

2026-07-14 · brief · 2026-07-14 · enlargement, defense-industrials, energy · 4-6 weeks

Nordic Daily 14.7.2026

2026-07-14 · brief · 2026-07-14 · energy · industrials · defence · near-term

China Weekly 13.7.2026

2026-07-13 · brief · 2026-07-13 · China internet, strategic minerals, AI infrastructure · 1-4 week horizon

EU Daily 13.7.2026

2026-07-13 · brief · 2026-07-13 · defence, oil, tech · 6-8 week horizon

Nordic Daily 13.7.2026

2026-07-13 · brief · 2026-07-13 · defence, shipping, energy · 1-2 weeks

EU Daily 9.7.2026

2026-07-09 · brief · 2026-07-09 · defence · financials · energy · 1–4 week horizon

Nordic Daily 9.7.2026

2026-07-09 · brief · 2026-07-09 · labour law · industrials · energy · 4-6 weeks

EU Daily 8.7.2026

2026-07-08 · brief · 2026-07-08 · defense-industrial, Ukraine finance, energy · 4-6 week horizon

Nordic Daily 8.7.2026

2026-07-08 · brief · 2026-07-08 · industrials · shipping · nordic power · this week

EU Daily 7.7.2026

2026-07-07 · brief · 2026-07-07 · defence · industrials · energy · one to three months

Nordic Daily 7.7.2026

2026-07-07 · brief · 2026-07-07 · labour law · industrials · energy · 4-8 week horizon

China Weekly 6.7.2026

2026-07-06 · brief · 2026-07-06 · China internet · EV & autos · Pacific security · 1-3 month

EU Daily 6.7.2026

2026-07-06 · brief · 2026-07-06 · industrial policy, semiconductors, energy · 4-8 weeks

Nordic Daily 6.7.2026

2026-07-06 · brief · 2026-07-06 · industrials, energy, comms equipment · 1–4 week horizon

EU Daily 2.7.2026

2026-07-02 · brief · 2026-07-02 · geopolitics, industrials, energy · 1-2 week horizon

Nordic Daily 2.7.2026

2026-07-02 · brief · 2026-07-02 · labour law · defense · freight · 4-6 week horizon

EU Daily 1.7.2026

2026-07-01 · brief · 2026-07-01 · defence procurement, EU regulation, heatwave macro · 4-6 weeks

Nordic Daily 1.7.2026

2026-07-01 · brief · 2026-07-01 · labour law, energy, industrials · 1-3 months

EU Daily 30.6.2026

2026-06-30 · brief · 2026-06-30 · Ukraine recovery · EU energy & defence-industrial · 1-4 week

Nordic Daily 30.6.2026

2026-06-30 · brief · 2026-06-30 · Energy, Industrials, Telecom · 1-2 weeks

EU Daily 29.6.2026

2026-06-29 · brief · 2026-06-29 · tax · defense · energy · medium horizon

Nordic Daily 29.6.2026

2026-06-29 · brief · 2026-06-29 · labour-policy · energy · industrials · 1-week

EU Daily 26.6.2026

2026-06-26 · brief · 2026-06-26 · M&A, defense, energy · 1-3 weeks

Nordic Daily 26.6.2026

2026-06-26 · brief · 2026-06-26 · energy · banks · industrials · 1–2 week

EU Daily 25.6.2026

2026-06-25 · brief · 2026-06-25 · defense · industrials · insurance · 5-day

Nordic Daily 25.6.2026

2026-06-25 · brief · 2026-06-25 · energy · industrials · financials · 1-2 week horizon

EU Daily 24.6.2026

2026-06-24 · brief · 2026-06-24 · industrials, banks, semis · weekly

Nordic Daily 24.6.2026

2026-06-24 · brief · 2026-06-24 · power · shipping · industrials · horizon 1-2 weeks

EU Daily 23.6.2026

2026-06-23 · brief · 2026-06-23 · defense · semis · utilities · 1-week

Nordic Daily 23.6.2026

2026-06-23 · brief · 2026-06-23 · energy, industrials, financials · 1-2 weeks

China Weekly 22.6.2026

2026-06-22 · brief · 2026-06-22 · China tech, rare earths, state banks · 1-2 weeks

EU Daily 22.6.2026

2026-06-22 · brief · 2026-06-22 · defense, industrials, energy · near-term

Nordic Daily 22.6.2026

2026-06-22 · brief · 2026-06-22 · shipping, energy, industrials · 1-4 week

EU Daily 19.6.2026

2026-06-19 · brief · 2026-06-19 · industrials, energy, semis · 1-2 week

Nordic Daily 19.6.2026

2026-06-19 · brief · 2026-06-19 · energy · shipping · industrials · 1-week

EU Daily 18.6.2026

2026-06-18 · brief · 2026-06-18 · semiconductors · industrials · energy · 1–2 weeks

Nordic Daily 18.6.2026

2026-06-18 · brief · 2026-06-18 · energy · industrials · banks · medium-term

Nordic Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · rule-of-law, energy, shipping · 1-2 weeks

EU Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · sanctions · defense · energy · 1-2 week horizon

Reprieve, Not Reversal

2026-06-17 · brief · 2026-06-17 · EU AI Act & biometric surveillance · structural read

Nordics weekly · 2026-W25

2026-06-14 · brief · 2026-06-14 · energy · industrials · banks · 1-2w

China weekly · 2026-W25

2026-06-13 · brief · 2026-06-13 · platforms, defense exposure, EV exporters · 1–2 weeks

Nordics weekly · 2026-W24

2026-06-07 · brief · 2026-06-07 · power markets · industrials · financials · 1-2 week horizon

China weekly · 2026-W24

2026-06-03 · brief · 2026-06-03 · semiconductors, internet retail, EU-China trade · 2-6 week

China weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · china internet, hong kong real estate, mine disaster · weekly

Nordics weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · power, industrials, financials · 1–4 weeks

Nordics weekly · 2026-W19

2026-05-10 · brief · 2026-05-10 · energy, defense, financials · weekly

It looks like withdrawal. It's actually repricing.

2026-05-09 · brief · 2026-05-09 · Work sentiment & structural repricing · open for all

Are younger generations poorer than their parents were at the same age?

2026-05-03 · brief · 2026-05-03 · Lifetime Cohort Wealth Ratio · open for all

Azerbaijan corridor: last EU↔East-Asia overland airspace for Western operators

2026-04-28 · brief · 2026-04-28 · single-lane structural read · route fragility

The Iran ceasefire is a US–Iran ceasefire, not an Israel–Iran one

2026-04-24 · brief · 2026-04-24 · Gulf geopolitics · live call · 90-day window

France's mobile 4-to-3 consolidation via consortium carve-up

2026-04-22 · brief · 2026-04-22 · European telecom M&A · live call · 10-month window

The 14 days when frontier AI offensive capability became a regulated asset class

2026-04-21 · brief · 2026-04-21 · multi-stream · live call · 90-day window

The 72 hours Cuba went dark while English-language wires slept

2026-04-19 · brief No. 001 · evidence chain from non-English feeds · 72-hour read

Aavistus joka päivä

Sama ohjelma suomeksi, joka aamu. Tietoa ohjelmasta

▶EU-budjetin kapinarintama ja datakeskusten sääntelypaine

2026-09-29 · 8:55 · 2026-09-29 · Lainsäädäntö ja politiikka · EU-budjetin leikkausvaatimus ja valtiontuet, Datakeskusten EU-sääntely ja sähkön hintaerot, Perusteollisuuden puolustustaistelu ja ostotarjouskielto

▶Budjettilakien ja sähkövirtojen alkava viikko

2026-09-28 · 9:18 · 2026-09-28 · Alkava viikko · Kotimaan lainsäädäntö ja kuluttajaluottamus, Pohjoismaisen sähkön siirrot ja hintapaine, Keskuspankkien korkoero ja Yhdysvaltain työllisyystesti

▶Vaihtoehdon paluu ja sijoittajan uusi korkotodellisuus

2026-09-27 · 9:51 · 2026-09-27 · Sijoittajan sunnuntai · Korkojen paluu ja osakkeiden vaihtoehto, Erääntyvä velkamuuri ja taseen kestävyys, Pohjoismaiset korko- ja inflaatioerot, Tulevan viikon työllisyysluvut

▶Pohjoismaisen sähkömarkkinan hintasokki ja siirtokaapeleiden imu

2026-09-26 · 10:23 · 2026-09-26 · Yksi aihe syvemmin · Pohjoismaisen sähkömarkkinan hintakäänne, Energiasokin ja korkotason yhteisvaikutus

▶Aasian toimitusketjujen jännite ja tekoälyinfran hinnoittelu

2026-09-24 · 8:54 · 2026-09-24 · China and Asia · Yhdysvaltojen ja Kiinan kauppasopu, Tekoälyinfrastruktuurin arvostukset, Pohjoismainen korkoerokatsaus

▶Kaksi pohjoismaista korkopäätöstä ja Yardenin tauko

2026-09-22 · 10:21 · 2026-09-22 · Lainsäädäntö · Pohjoismaiset korkopäätökset tällä viikolla, Suomen sote-uudistuspaketti, Yardenin lyhyen aikavälin S&P 500 -tauko

Aavistus Geopolitics

One recorded read every day. About the show

▶Estonia digs in, London extends the umbrella

2026-09-29 · 12:54 · 2026-09-29 · Russia and the eastern flank · Russia and the eastern flank, Iran, Hormuz and the nuclear trade, Europe's push back on US sanctions reach

▶The Swiss wall and Europe's hybrid clause

2026-09-28 · 13:12 · 2026-09-28 · The week ahead in security and diplomacy · The week ahead in security and diplomacy, Switzerland's neutrality vote and the sanctions floor, Hybrid attacks and the alliance response

▶Berlin's hand and the week's deal-shaped map

2026-09-27 · 11:12 · 2026-09-27 · The map for the coming week · The week's deal-shaped diplomatic map

▶The Hormuz Theatre and Washington's Held Funds

2026-09-26 · 11:30 · 2026-09-26 · One theatre in depth · The Hormuz theatre in depth, Trump's held funds and Ukraine aid, Russia's home front

▶The Week Sanctions Fractured and Enforcement Held

2026-09-25 · 12:35 · 2026-09-25 · What the week changed · What the week changed, Baltic enforcement working, France goes to the Red Sea

▶Xi lands and Europe's drone map moves west

2026-09-24 · 11:17 · 2026-09-24 · China, Taiwan and Asia · Xi arrives in Washington, Russia's drone map moves west, North Korean POWs and the nuclear door

▶Washington's UN week and Europe's sanctions hole

2026-09-23 · 12:02 · 2026-09-23 · The United States and the alliances · Washington's UN week, Europe's sanctions floor moves, China's magnet grip on Western missiles

▶Testing what the alliance will accept

2026-09-22 · 12:53 · 2026-09-22 · Russia and the eastern flank · Russia testing NATO's limits, The Usmanov delisting deadlock, Denmark, Greenland and the US sign

▶Brussels votes, Warsaw warns, Moscow burns

2026-09-21 · 10:44 · 2026-09-21 · The week ahead in security and diplomacy · Brussels votes, New York opens, Warsaw's drone warning, Oslo's crisis budget, Moscow's biggest raid and Russia's refining

Aavistus 北欧

北欧华人的每周对话 — 中文节目。 关于本节目

▶药房里的医生和福祉区的紧日子

2026-09-21 · 5:14 · 2026-09-21 · 孩子、学校与健康 · 药房里坐诊的医生, 福祉区的紧日子