Europe

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.
