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.
A good time to buy: Predicting Dutch household consumption with consumer sentiment
The Dutch consumer confidence indicator “a good time for large purchases” predicts household spending better than the headline index.
Global Daily: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...
Exclusive Could the ECB raise the minimum reserve requirement?
The ECB is reportedly considering raising the minimum reserve requirement from 1% to 2%. This would roughly offset the additional interest costs of the June rate hike.
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.
The great electrification: The power of the sun in the EU
Solar is central to Europe’s energy system, but midday concentration drives price declines and grid pressure. Battery storage is key to unlocking further growth.
What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.
Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
Exclusive Shifting tides: How supply constraints in wild seafood are reshaping Dutch consumption
Declining consumption, shifting preferences, and rising aquaculture (especially salmon) reshape the Dutch seafood market toward convenience and retail-friendly formats.
Bank of England: No hikes?
Following the sharp decline in energy prices, we have removed our call for a rate hike.
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
