Insights • Europe
European momentum across policy, industry, and capital.
Our Europe desk tracks macro policy, sectoral shifts, and investor sentiment to help you act with clarity.
Policy landscape
ECB guidance signals a gradual shift toward easing, while fiscal reforms in Germany and Italy remain pivotal for growth trajectories.
Sector momentum
European renewables, advanced manufacturing, and defense continue to attract capital amid strategic autonomy initiatives.
Capital flows
Cross-border investment remains healthy, with North American investors targeting infrastructure and mid-market buyouts.
European watchlist
- Monitor sovereign spreads as markets price policy divergence.
- Track European consumer resilience amid gradual disinflation.
- Evaluate energy transition incentives shaping capital deployment.