Europe needs to channel its high savings into productive investments
In Europe, a significant portion of household wealth remains concentrated in housing and deposits, whereas in the US, the greater presence of investments in stocks and funds reflects the existence of deeper, more liquid and developed capital markets.
14 July 2026
European inflation: taking stock of the Middle East shock
The conflict in the Middle East has raised European inflation to around 3% and has pushed the ECB out of its comfort zone. On 11 June, the central bank raised interest rates, and both its recent communications and financial market prices suggest that it will do so again…
The trajectory of employment growth in Spain
Employment in Spain has experienced rapid growth in recent years. The unemployment rate has also fallen sharply, but it remains one of the highest in the euro area. Can the labour market continue to support Spain’s economic growth?
14 July 2026
The upcoming budget takes over from NGEU in the European Semester
With an eye on the upcoming 2028-2034 EU budget, the European Semester is strengthening its role as a framework for identifying reform and investment needs. The priorities include achieving more tangible progress towards an effective integration of the Single Market,…
14 July 2026
