Europe
Follow key economic developments from Europe and the eurozone, with local expertise on national economies, politics, food and agribusiness, the energy transition, sustainability, and more.
Bank of England: Hesitation
We expect the Bank of England’s MPC to keep the policy rate unchanged at 3.75%, pushing back our previous expectation of a rate increase at this meeting.
The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Exclusive EU ETS Pre-Reform Pause
Trading activity in the EU ETS has stalled, with markets in wait‑and‑see mode ahead of the upcoming policy review while increasingly pricing in signals of looser supply.
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
From HBEs to EREs in the Netherlands – New income opportunities for smaller businesses and households in electric mobility
With the move from HBEs to EREs, new ways to earn from electric mobility emerge in the Netherlands, although returns remain uncertain.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Consumer Foods-to-Go Wrap! Wrapping up May 2026 in consumer foods
The Consumer Foods-to-Go team is back with another monthly wrap-up, looking back at everything that happened in May. It was a particularly eventful month, with several
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will hike the deposit rate to 2.25%.
ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will opt for a 25bp risk-management hike next week.
