English

Piero Cingari

Economy

France's economic outlook for 2026: How heavy is the debt burden?

France’s economic outlook for 2026 remains constrained by rising debt, high deficits, and political deadlock. Growth is set to recover modestly, but limited fiscal consolidation and reform fatigue continue to weigh on the economy.

Economy

German manufacturing contracts again: Is eurozone growth at risk?

Germany's manufacturing sector contracted further in December, dragging down eurozone output. While services remain resilient, inflationary pressures persist.

Markets

European banks' best year on record: What's the outlook for 2026?

European bank stocks posted their strongest year on record in 2025, fuelled by resilient growth, high margins, and capital returns. Looking to 2026, the focus is now shifting to earnings growth, efficiency gains, and sustained shareholder payouts.

Economy

'Europe's existential crisis': ECB's Lagarde calls for urgent reforms

ECB President Christine Lagarde urged the European Commission to dismantle internal trade barriers, warning they stifle competitiveness.

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Economy

A historic year for gold: Could prices climb higher in 2026?

Gold soared over 60% in 2025, driven by geopolitical risks, rate cuts, and central bank demand. Many experts see further upside in 2026, with gold's role as a safe-haven asset still firmly intact.

Economy

China bets big on exports, but will Europe’s economy pay the price?

China’s export surge threatens Europe’s economy, with Goldman Sachs warning of GDP losses in Germany, Italy, France, and Spain due to rising competition and weak EU policy responses.

Markets

Why are European natural gas prices tumbling despite the cold winter?

European gas prices are tumbling despite cold weather and below-average storage, as surging US LNG flows flood the market. The TTF-Henry Hub spread, the price difference between European and US natural gas, has narrowed sharply.

Economy

European bond yields are rising again, but inflation isn't to blame

European bond yields are rising despite stable inflation data as a surge in Japanese yields fuels global market repricing.

Markets

European markets often soar in December, but what’s behind the rally?

December has historically delivered strong gains for European stocks, with the EURO STOXX 50, DAX, and CAC 40 often rallying in the second half of the month. Driven by fund manager behaviour and seasonal trends, this “Santa rally” remains a reliable market pattern.

Business

Going green: Will high energy costs derail Europe's climate goals?

Electricity prices threaten to stall Europe’s decarbonisation efforts while industries face a growing competitiveness crisis, according to experts.

Economy

Eurozone economy grows again, but one big problem isn’t going away

Services are fuelling eurozone growth, but weak manufacturing and rising costs continue to weigh on the economy.

Business

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

Economy

Eurozone trade surplus soars as US deal boosts exports

The eurozone's trade surplus soared to €19.4bn in September 2025, driven by surging exports to the US following the latest trade deal.

Economy

Germany’s economic sentiment stalls as policy doubts deepen

Germany’s economic sentiment held steady in November, with the ZEW index at 38.5. Policy doubts and sector weaknesses persist, while private consumption improved.

Economy

German trade surplus shrinks to 11-month low as imports surge

Germany’s trade surplus fell to an 11-month low in September 2025 as imports surged 3.1%. Exports to the US rebounded but remain down year-on-year.

Economy

Is Europe’s spending boom fuelling a new dangerous debt spiral?

Europe's spending plans are pushing debt levels higher, fuelled by Germany’s stimulus and rising defence budgets. However, as governments ramp up spending, experts warn that markets are becoming less tolerant.

Economy

Eurozone inflation slows to 2.1%, yet Lagarde stays cautious

Eurozone inflation eased to 2.1% in October, nearing the ECB’s target. Lagarde praised progress but warned of global and wage-related risks.

Economy

Eurozone GDP beats forecasts: Portugal emerges as growth leader

Eurozone gross domestic product rose 0.2% in the third quarter of 2025, compared to the previous quarter. Within member states, Portugal recorded the highest growth rate at 0.8%.

Economy

Eurozone private sector logs strongest growth in over two years

Eurozone private sector activity rose at its fastest pace since mid-2023 in October, driven by strong services growth in Germany. France lagged with deepening contraction.

Markets

European defence stocks rally as summit between Trump and Putin stalls

European defence stocks rallied as plans for a Trump–Putin summit were taken off the agenda. Analysts expect sustained defence spending, driven by NATO pressure and ongoing Russian threats despite ceasefire efforts.

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