
Europe’s biggest investors are challenging a sudden panic on rates. Amundi and Allianz Global Investors are positioning against the latest ECB and Bank of England repricing, arguing energy volatility has run ahead of fundamentals, even as higher gilt yields and swap rates have already tightened UK mortgage availability and financing conditions.

The European Commission unveils Industrial Accelerator Act proposal. The proposal introduces EU-made and low-carbon requirements to boost key sectors, aiming to save over 30 million tonnes of CO2 emissions and generate significant economic benefits across several industries.

Europe’s February M&A rewarded scarcity, scale, and defensive cashflows. Italy’s MPS pursued Mediobanca in a €16bn tie-up. InPost drew a €7.8bn offer as buyers chased large last-mile platforms. Blackstone and EQT agreed to buy Urbaser for $6.6bn, Germany took a TenneT stake, and Henkel moved for coatings group Stahl.

Gucci faces backlash for using AI images at Milan show. The Italian luxury brand’s use of AI-generated visuals for Milan fashion week has sparked criticism over concerns about its impact on craftsmanship and heritage.

Europe’s leaders move to strengthen economic competitiveness. At an informal summit this week, leaders agreed to fast-track measures aimed at reducing fragmentation within the EU.

Estonia’s e-Residency programme generated nearly €125 million in state revenue last year. Company formation and tax contributions rose sharply as international demand for digital business access accelerated.

Europe is drawing a hard line around teen social accounts. After Prague signalled support for an under-15 ban, Slovenia began drafting legislation, Greece said it was “very close” to acting, and Spain set out an under-16 prohibition. Marketers now face a structural shift in reach, data, and measurement this year.

UniCredit raised profit guidance after strong results and gains from rival stakes. The Italian lender said higher income expectations for 2025 and beyond reflect earnings contributions from minority holdings in other European banks, alongside the benefit of tax credits linked to past losses.

Owl Labs has launched its Meeting Owl 5 Pro enterprise device. The new 360-degree video, audio, and collaboration system targets large organisations seeking flexible, secure hybrid meeting room deployments.

Anthropic’s legal AI debut rattles European data and software stocks. Shares in major European data, publishing, and legal software companies fell sharply after Anthropic launched a legal productivity tool for in-house counsel, raising fresh concerns about AI-driven disruption to high-margin professional information businesses.