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Zeitgeist — a spike by Chris Gathercole
  1. Creators/
  2. House of El — AI Bubble & European Decoupling/

EU Tells USA To BACK OFF! Dutch BAN Microsoft, Bonds COLLAPSE, Trump PANICS

YouTube · Watch/Read · (gathered 2026-10-18)

  • El argues that the world, particularly Europe, is actively decoupling from the United States across critical sectors—debt, technology, and food—due to concerns over US fiscal sustainability, unpredictable foreign policy, and a desire for national sovereignty.
  • US long-term bond yields are at 25-year highs, with foreign investors losing confidence in US Treasuries due to the “fiscal path and unpredictability of Washington’s foreign policy,” despite Treasury buyback efforts.
  • The Netherlands is developing its own open-source operating system (DAWO) to replace Windows and Office across government, prompted by Microsoft cutting off an ICC prosecutor after US sanctions, highlighting a push for digital sovereignty.
  • European institutions are investing billions in domestic electricity grid manufacturing to bolster energy independence, while American farm exports to China have collapsed by 78% in three years, contributing to a record US agricultural trade deficit.
  • The US economy is presenting a “tale of two economies,” with a strong stock market contrasting with low consumer confidence and a bond market demanding significantly higher compensation for America’s long-term debt, signaling a deep “confidence problem” in the nation’s future.