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.
The great electrification: The EU’s drive toward a green, affordable, and autonomous energy system
Electrification in the EU is shifting from a climate goal to a strategy to tackle competitiveness challenges and the geopolitical risks of relying on fossil fuel imports.
Exclusive Energy Charts of the Week
February 2nd update to our Energy Charts of the Week Series.
Consumer Foods-to-Go Wrap! Wrapping up what really moved the needle in consumer foods in January
In our latest episode, Tom Bailey, Maria Castroviejo, and Cyrille Filott go beyond the headlines to unpack what January’s news means for the industry.
Bank of England Preview - Patience
We expect the Bank of England to keep Bank Rate unchanged at next week’s meeting.
Eurozone economy defies tariffs and turmoil
Eurozone GDP grew 0.3% q/q in the final quarter of 2025, outperforming expectations. This lifts the growth rate for 2025 to 1.4% y/y after 0.8% y/y in 2024.
Euro appreciation does not warrant a policy response yet
We still expect the ECB to stay on hold throughout 2026. Lagarde may try to slow the euro’s momentum a bit with verbal intervention.
Exclusive Global pork quarterly Q1 2026: Industry takes a cautious approach to growth; refocused on productivity
Global pork markets in 2026 are defined by tightening herds, shifting trade policies, and persistent disease pressures.
Global Daily: Rage against the dying of the light
The de-Dollarisation meme rolled on yesterday as the Bloomberg Dollar spot index sank to its lowest reading since February of 2022...
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.
Factors shaping the future of EU milk supply
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
Global Daily: Greenland is very nice...
If Mighty Ducks 2 taught me anything it’s that “Greenland is covered with ice, and Iceland is very nice.”
Exclusive Balance sheet normalisation: what is the ECB's new normal?
Balance sheet normalisation may take another year. The ECB wants refinancing operations to play a bigger role, at the cost of structural bond holdings.
