Agathe Demarais

@agathedemarais.com

Geoeconomics @ecfr.eu • Columnist @foreignpolicy.com • Advisor, French MFA • Author, Backfire @columbiaup.bsky.social Global economy, trade wars, economic statecraft, geopolitics of AI, fine tea 🍵 💌 agathe.demarais@ecfr.eu | 🖥️ agathedemarais.com

A Berlin-based search engine used by govt is dropping its French AI partner, Mistral, in favour of open-source models, including Chinese “We are disappointed with the quality of Mistral,” Ecosia CEO Christian Kroll said, stating its models are “a year behind” competition

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Credit to the US for making the point the conference was trying to make about US foreign interference in European democracies for them, and bringing more attention to the conference and its themes than they could have possibly hoped for. www.politico.com/news/2026/10...

EU, Canada and Lithuania pull out of disinformation conference after US pressure

The Trump administration was bothered by panels that referred to the U.S. as a disinformation threat.

politico.com

Majority of Britons regret Brexit, but support for rejoining the EU is not a given • In September YouGov poll found that 59% of Britons favour rejoining the EU, vs. 32% against • Yet support for rejoining EU drops to 35% if Britain had to adopt euro and join Schengen area www.ft.com/content/3d43...

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High tax burden complicates France's difficult budget equation • Further raising taxes would be tricky; at 44% of GDP, tax burden is 10 percentage points higher than OECD average • Almost a quarter of public spending goes to pensions, but hints of reform trigger protests www.ft.com/content/9b25...

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WELL NOW, would you look at that? A massive, 4-YEAR-LONG study of NEARLY 30 MILLION people in France found that individuals who received a COVID-19 mRNA vaccine had a 74% LOWER risk of death from severe COVID-19 compared to unvaccinated individuals and ZERO increased risk of all-cause mortality.

Most Europeans would support a UK return to the EU • French and Italian voters are least enthusiastic, but they still broadly approve of potential UK return • Potential UK referendum could complicate talks; EU officials would be wary of investing time in talks for nothing www.ft.com/content/3d43...

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Most Europeans would support a UK return to the EU • French and Italian voters are least enthusiastic, but they still broadly approve of potential UK return • Potential UK referendum could complicate talks; EU officials would be wary of investing time in talks for nothing www.ft.com/content/3d43...

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The main problem with Ukraine's accession to the EU has always been agriculture, but suggesting restrictions obviously goes against the entire basis of integration. That though is the inevitable follow-on to greater nationalism and fear across the bloc. www.ft.com/content/8463...

EU to limit Ukraine’s access to farming subsidies if it joins bloc

Fear by member states of massive food exports by Kyiv leads to curbs on access to agricultural markets

ft.com

France has no issue placing debt, but it does so at an increasingly soaring cost • Yields on ten-year bonds stand at 4.9%, their highest level since 2002 and far above Germany's • France pays more to borrow than Greece and Italy; ongoing budget drama could make things worse

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