Europe

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.

Bank of England: Hike it or not

We expect 25bp hikes in December and February, taking Bank Rate to 4.25%, as persistent energy inflation lifts our 2027 inflation forecast to 3.9%.

EU ETS and Waste-to-Energy: Can carbon pricing unlock CCUS deployment?

Carbon pricing improves the case for CCUS in waste-to-energy, but infrastructure, policy support, and carbon removals also matter.

Inspiration for navigating a downturn

We invited Cyrille Fillot and Tom Bailey from our sister podcast, Consumer Foods to Go, to explore how companies from myriad industries have successfully navigated a...

Exclusive Escalation(s) or de-escalation(s) imminent?

Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook

Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.

Government debt sustainability

Rising debt and interest costs are increasing fiscal pressure. An acute crisis is unlikely, but gradual deterioration remains a key risk.

The ECB has no reason to accelerate its hiking cycle

Inflation continues to be the ECB’s main concern, but it doesn’t urgently require another hike. We expect the ECB to leave the policy rate at 2.50% next week.

United Kingdom: Future Nostalgia

The UK wanted autonomy but geopolitical reality is pulling it back towards Europe.

The refinery route: The shortcut to RED III compliance

Refineries are emerging as a practical source of early EU demand for renewable hydrogen and a common pathway to RED III compliance.

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

Global Daily: Democracy Manifest

US stocks defied a strong lead from Europe and Asia on Friday to close broadly in the red...