Europe · Business news
85 stories · latest 07 Oct 2026 · clear filter
The two releases point in different directions and both are distorted: output by a construction surge, orders by one-off transport and defence contracts. Read together they show building and machinery makers busy…
Sovereign yields set the floor for borrowing costs across the euro area, so French banks, insurers and heavily indebted companies carry the direct exposure: the CAC 40 fell more than 1% while the DAX and Italy's FTSE…
Almost all of the increase comes from energy, which households and energy-intensive manufacturers pay directly; goods inflation outside energy is 1.1%. The ECB raised rates by 25 bp on September 10 and meets again on…
With the ECB raising rates and the SNB at zero, the rate gap favours the euro over the franc, easing currency headwinds for Swiss exporters that book costs in francs and sell abroad, such as Novartis, Roche, Nestlé…
Sweden's listed property sector carries heavy floating-rate and short-dated debt, so the policy rate is a direct financing cost for landlords such as those in the Stockholm real-estate index, and it sets mortgage…
Most Norwegian mortgages are floating-rate, so a policy move reaches households quickly. Oslo-listed banks such as DNB and SpareBank 1 groups are exposed through lending margins and loan losses; property companies and…
The three-vote minority keeps a UK rate rise on the table if energy costs spread into wages and prices, which matters for gilt-sensitive sectors such as housebuilders (Persimmon, Barratt Redrow, Taylor Wimpey)…
The release came the day before the Bank of England's September decision, where three members again voted to tighten. Higher headline inflation with flat core and services readings points to fuel as the source: that is…
Each hike raises borrowing costs for governments, property companies and leveraged buyouts and weighs on rate-sensitive sectors such as real estate and utilities, while widening lending margins for banks such as BNP…
Aggregate output is a broad gauge of domestic demand for European companies that sell mainly at home: banks through loan demand and credit quality, retailers and leisure groups through household spending, and…
Bank Rate feeds directly into the pricing of UK mortgages and business loans. Lenders such as Lloyds, NatWest and Barclays are exposed through net interest margins and deposit costs; housebuilders and listed landlords…
The deposit rate anchors what euro-area banks earn on reserves and how variable-rate loans reprice, so the pause after June's increase left bank net interest income, mortgage costs and corporate refinancing costs where…
Higher policy rates widen deposit and lending margins at euro-area banks such as BNP Paribas, Santander, UniCredit and ING, but raise funding costs for leveraged sectors including real estate, utilities and…
Because Ofgem resets the cap only periodically, the jump in wholesale gas prices had not yet reached household bills, leaving UK inflation below the euro area's in spring and allowing the Bank of England to keep Bank…
The jump reflects the oil and gas shock that followed the outbreak of war involving Iran at the end of February, and it took headline inflation well above the ECB's 2% target, setting the stage for the bank's first…