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European Commission

Meet the commissioners (Politico)

September 11, 2019 | File Under: , , ,

“Ursula von der Leyen has unveiled her picks for the next European Commission.” – by Lili Bayer, Hannah Brenton et. al

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Ursula von der Leyen’s election is a bad day for Emmanuel Macron (New Statesman)

July 17, 2019 | File Under: , , ,

“The election is a reminder that ultimately it’s member states who have primacy, not European-wide institutions. ” – by Stephen Bush

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Blood Moons, Animal Spirits and Hunting Knives

H2 2019 Europe Update

Investor trepidation towards Europe in today’s markets is understandable.  Regional macro data remain anemic.  Europe continues to produce weak data, Euro-Area economic sentiment saw its worst losing streak in a decade and low interest rates are set to continue throughout the medium term.  Meanwhile, the Fed has raised rates nine times since December 2015, taking […]

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Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths all part of the history books now.  Europe, where we focus […]

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Italy backs down in its budget standoff with the E.U. (Washington Post)

December 19, 2018 | File Under: , ,

“The populist Italian government’s first experiment in challenging Europe appeared to near its conclusion Tuesday with reports of the most conventional of outcomes: an agreement with Brussels bureaucrats.”

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Italy Vows to Stick to Budget That Breaches EU Rules (WSJ)

October 23, 2018 | File Under: , , ,

“Italy’s government vowed to forge ahead with its spending plans, despite warnings by the European Union that its proposed budget would breach the bloc’s fiscal rules, raising the chances of a clash with Brussels.”

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