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.
ECB post-meeting comment: Not static, not dynamic
The ECB kept its policy rates on hold for a fourth straight meeting.
Bank of England: 5-4; 4-5; or 4-4-1?
The Bank of England cut Bank Rate by 25bp to 3.75%, as expected. The 5-4 vote split was also in line with expectations.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
Dutch housing market quarterly: No signs of cooling even as supply grows
The sell-off wao 4.8% in 2026.
Eurozone outlook 2026
The Eurozone economy outperformed expectations in 2025.Growth is projected to soften somewhat in the near term and to reaccelerate over the course of 2026.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
Bank of England - ... and cut!
We expect the Bank of England to cut Bank Rate by 25bps to 3.75% at its December meeting.
Dutch economy expected to continue growing in 2026 and 2027, but unemployment will rise
The Dutch economy is expected to continue growing by 1.3% over the next two years, driven mainly by household consumption and government spending.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Carbon capture, utilization, and storage in Europe - Part 2: Costs, financing and the race to scale up
This report provides an overview of carbon capture, utilization, and storage (CCUS) project cost characteristics, support schemes, and the current project pipeline...
Exclusive Adapting to change: Strategies for EU dairy processors amid milk supply decline
EU milk supply is projected to fall 5% by 2035, driven by regulations, buyouts, and climate pressures, with stark regional differences and strategic implications.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
