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.
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
UK: From Securonomics to Vibonomics
Andy Burnham swaps “securonomics” for “vibonomics”: he wants to improve confidence before pursuing tougher reforms.
Exclusive Beyond geopolitical rocking
Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Bank of England: Revealed preference
The Bank of England left Bank Rate unchanged at 3.75%, exactly as markets and economists had expected.
The EU strengthens its industry and reduces dependencies
Plans to strengthen the European industry and reduce foreign dependencies are becoming more concrete and coherent, but much needs to be done to make these reality.
Bank of England: Outsourced policy
We expect the Bank of England to leave Bank Rate unchanged at 3.75% on 30 July.
The ECB holds to hike another day
The ECB saw no reason to hike rates today, but Lagarde hinted at a rate increase in September. This remains our base case.
Exclusive Too Hot to Cool Down
Geopolitical risk is keeping gas prices high, feeding directly into Europe’s gas-exposed power markets.
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
Northern Hemisphere grains & oilseeds update, July 2026
In this week’s episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets,
