Europa kaart vlaggetjes

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 Global beef quarterly Q4 2026

Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.

Update
11 November 2026
RaboResearch

France: a crisis in slow motion?

The repricing of global yields has also eased the pressure on French sovereign spreads somewhat, but it does not solve structural debt sustainability issues.

Research
10 November 2026
RaboResearch

Lame Dux Bellorum

The NASDAQ and S&P500 rallied on Friday despite a stronger-than-expected payrolls report helping to push Treasury yields higher...

Newsletter
9 November 2026
RaboResearch

Consumer Foods-to-Go Wrap! Wrapping up October 2026

October was an eventful month! Cyberattacks on food retailers made headlines, and we may not have seen the last of them.

Podcast
6 November 2026
RaboResearch

Bank of England: Is this a Mann's world?

The Bank of England raised Bank Rate by 25bp to 4.00%. The 8-1 vote was hawkish, with Mann backing a 50bp increase as she sees regime-shift risks.

Research
5 November 2026
RaboResearch

Exclusive Europe's dairy comfort zone is moving

Heat-related EU milk losses could nearly triple by 2050, increasing climate adaptation costs and putting further pressure on dairy competitiveness.

Research
4 November 2026
RaboResearch

Exclusive Good, better, best in European private label

What really stood out in the presentations and store visits during the PLMA Annual Private Label Summit in Manchester were the success stories of premium private label.

Research
3 November 2026
RaboResearch

Exclusive Baltic Sea grain production and export growth creates supply chain opportunities

Rising grain production and exports are strengthening the Baltic Sea region’s role in global trade and creating opportunities across the supply chain.

Research
3 November 2026
RaboResearch

Data centers' hunt for power

The rapid growth of AI is reshaping electricity demand in the US and Europe. We discuss the race to secure reliable power.

Podcast
2 November 2026
RaboResearch

The great electrification: Can Europe’s grids keep pace?

Europe's energy transition is increasingly constrained not by renewable deployment or financing, but by the ability to expand the grid.

Research
2 November 2026
RaboResearch

Global Daily: Showdowns

This week is shaping up as a series of showdowns. In the United States we have the midterm elections where prediction markets favour the Democrats...

Newsletter
2 November 2026
RaboResearch

Lagarde's resignation starts the search for a new ECB president

The departure of three board members and recent bond market volatility increase the likelihood that a familiar face may return to the ECB.

Update
30 October 2026
RaboResearch