
Analysts expect modest recovery in this week’s Eurozone retail data. But behind the numbers lies a deeper transformation in consumer priorities. As trust, transparency, and value redefinition take centre stage, Europe’s B2C leaders are rethinking how to compete — and what it means to stay relevant.

Europe’s AI Act is now entering a pivotal new phase. General-purpose AI system providers must comply with sweeping transparency, risk and documentation requirements, facing fines up to €35 million for non-compliance.

A major UK probe has flagged serious concerns over cloud competition. Microsoft and Amazon’s dominance may now trigger tougher regulation and reshape the UK cloud market for years.

Britain’s steelmakers regain EU tariff-free access for Category 17. From 1 August, UK producers can export up to 27,000 tonnes of structural steel to Europe each quarter, restoring trade volumes and offering vital certainty for the sector after years of Brexit-linked restrictions.

A new transatlantic trade era begins with a 15% tariff. European business leaders face lasting uncertainty as the US and EU strike a high-stakes deal that averts a full trade war but cements tariffs at levels unseen in nearly a century.

Europe’s small caps surge as Trump’s 30% tariff threat looms. Investors rotate into domestically focused stocks while export-heavy giants slide. Year-to-date gains in smaller firms outpace large caps, driven by tariff fears, a strong euro, and market volatility as negotiations continue.

EU and US near trade deal with 15% tariffs. The European Union and the United States are finalising a trade agreement imposing 15% tariffs on most EU exports. Exemptions for aircraft and medical devices are under consideration, but key industries remain affected.

China and the EU clashed on trade and minerals in Beijing. At a shortened one‑day summit, Ursula von der Leyen warned of an “inflection point” in EU–China ties, calling for “rebalancing,” while Xi Jinping urged Europe to make “correct strategic choices” as tariff tensions and minerals dependence took centre stage.

Stellantis projects a €2.3 billion loss amid global challenges. The automotive giant cites new US trade tariffs, declining European demand, and the cancellation of its hydrogen programme as key factors contributing to the anticipated financial setback.

Compass Group has acquired Vermaat in a €1.5bn cash deal. The acquisition boosts European exposure, lifts guidance, and signals continued sector consolidation in premium food services.