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EU

Finding value in EMEA (PEWire)

“For private market investors, one of the ways to consider unlocking value is to see what is happening in Europe’s renewable energy sector, which ties in closely to the European Green Deal; an ambitious initiative that aims to transition the EU to a low-carbon economy.”

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Investors in Europe: 2020 Coronavirus Update

Investors in Europe: 2020 Coronavirus Update

Lockdowns across Europe have resulted in unprecedented economic damage over the first half of 2020.  Eurozone GDP fell 12% in the 2nd quarter of 2020 following a 4% contraction in Q1.

When the novel Coronavirus (COVID-19) initially struck Wuhan, China in January 2020, most investors in Europe did not expect the disease to reach the continent. Yet here we are; a seemingly innocuous holiday stop in the French Alps by a Brit returning home from a conference in Singapore has morphed into a full-scale virus outbreak […]

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U.S. Cranks Up Tariff Heat on France, Germany in Airbus Dispute (Bloomberg)

August 13, 2020 | File Under: , , , , , ,

“The U.S. stepped up pressure on Germany and France with extra tariffs on some of their goods, a move designed to squeeze the European Union into settling a long-running dispute over illegal subsidies to Airbus SE.” – by Brendan Murray and Jenny Leonard

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Europe Looks to Loosen ‘Overly Burdensome’ Rules on Sell-Side Research (Institutional Investor)

July 26, 2020 | File Under: , ,

“New amendments to MiFID would ease restrictions related to fixed income and small- and mid-cap companies.”- by Amy Whyte

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EU leaders strike deal on recovery fund after marathon summit (FT)

July 21, 2020 | File Under: , , ,

“EU leaders have struck a deal on a landmark coronavirus recovery package that will involve the European Commission undertaking mass borrowing for the first time.” – by Sam Fleming, Jim Brunsden and Mehreen Khan

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Summer 2020 Economic Forecast: An even deeper recession with wider divergences (European Commission)

July 8, 2020 | File Under: , , , ,

“The Summer 2020 Economic Forecast projects that the euro area economy will contract by 8.7% in 2020 and grow by 6.1% in 2021. The EU economy is forecast to contract by 8.3% in 2020 and grow by 5.8% in 2021. The contraction in 2020 is, therefore, projected to be significantly greater than the 7.7% projected for […]

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Germany Weighs Measures Against U.S. Over Nord Stream Threat (Bloomberg)

June 28, 2020 | File Under: , , , , , ,

“Germany is preparing to strike back against the U.S. if President Donald Trump follows through on his threat to kill off the Nord Stream 2 gas pipeline with additional sanctions.” – by Patrick Donahue and Brian Parkin

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Germany’s Angela Merkel unveils stimulus package to kickstart economy (Deutsche Weld)

June 4, 2020 | File Under: , , ,

“Chancellor Angela Merkel said Wednesday that Germany was set to plow 130 billion euros ($146 billion) into rebooting an economy severely hit by the coronavirus pandemic. The measures include temporarily cutting value-added tax form 19% to 16%, providing families with an additional €300 per child and doubling a government-supported rebate on electric car purchases.”

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Interview with Isabel Schnabel, Member of the Executive Board of the ECB, and the FT (ECB)

May 27, 2020 | File Under: , , , , , ,

“The ECJ ruled in December 2018 that the PSPP is legal. Therefore, it is clear for us that we can and have to continue our monetary policy in line with our mandate to make sure that in the medium term we are getting back to our inflation aim of below, but close to, 2 per […]

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How will COVID-19 impact Brexit? (Bruegel)

May 27, 2020 | File Under: , , ,

“Talks have been delayed, the negotiators themselves have been sick and policymakers have needed to give their full attention to fighting the virus. Nevertheless, the U.K. continues to insist it will not ask for or accept an extension in June, the current deadline for establishing such measures. As a result, European politics is back to its […]

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