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Europe and Russia

Europe Intelligence Brief — March 25, 2026

What Matters Today 1 Denmark: Frederiksen Resigns After Worst Social Democrat Result Since 1903 — Cost of Living Trumped Greenland Defiance Danish Prime Minister Mette Frederiksen submitted...

Idle VW Factory in Germany Could Become Iron Dome Production Hub

Key Points —Volkswagen is negotiating with Israel's state-owned Rafael to convert its Osnabrück factory from car production into a manufacturing hub for Iron Dome missile defense components, the Financial Times reported. —The plant would produce heavy-duty...

Europe Intelligence Brief — March 24, 2026

What Matters Today 1 Eurozone PMI Flashes Stagflation Warning — Composite Crashes to 50.5, Services Stall at 50.1, Input Prices Fastest Since Feb 2023 The first hard...

Europe Intelligence Brief — March 23, 2026

What Matters Today 1 European Markets Whiplash: STOXX 600 Swings from -2% to +1.65% as Trump...

Key Market Events for the Week of March 23–27,...

Week Overview Markets digest last week's central bank cascade — the Copom's 25 bps cut to 14.75%, the Fed hold...

Europe Intelligence Brief — March 19, 2026

What Matters Today 1 Lagarde kills "good place" — ECB revises inflation to 2.6%, slashes growth to 0.9%; Nagel vows to act "quickly and decisively";...

Global Economy Briefing — March 19, 2026

Today's global economy briefing covers a triple central-bank day that left markets reeling and Latin America's largest economy pivoting...

Europe Intelligence Brief — March 18, 2026

What Matters Today 1 ECB decides TODAY — Lagarde press conference 14:45 CET; first staff projections quantifying oil shock; Eurostat...

Europe Intelligence Brief — March 17, 2026

What Matters Today 1 EU energy ministers hold emergency Brussels meeting as gas prices surge...

Fed and ECB Face Iran Oil Shock With No Good Options

Key Points — The Federal Reserve and European Central Bank are both expected to hold rates...

Manus A.I. Review: 14 Failures in Two Weeks of Testing

Key Points — A two-week deployment of Manus AI on two production websites produced 14 categories of failure, from hallucinated...