Europa

“Defending Freedom. Europe’s Hour” by Carlo Calenda read by Tullio Fazzolari

Facts, analysis, and scenarios ahead of the NATO summit in Ankara as seen from European institutions. Excerpt from the European Morning Briefing.

The growing rift between Europe and Trump turns into a $115 million technology deal. The New York Times article

Toyota reminds Europe that “Made in EU” could be a boomerang, driving away investments and creating new unemployment in a sector where the main car manufacturers of the Old Continent are facing serious difficulties. Meanwhile, the first cracks seem to be opening in the protectionist wall of the von der Leyen Commission.

The Trump administration’s drug policy continues to impact the Old Continent, and Big Pharma is riding the wave. After Pfizer, AstraZeneca also threatens Europe with delays in launching new therapies if spending on innovative medicines does not increase.

Between the United States and Europe, awareness is growing about the limitations of an overly digital education, and the value of handwriting is reaffirmed as an essential tool for cognitive development, memory, and the formation of deeper and more conscious thinking. The contribution of Francesco Provinciali, member of the technical-scientific committee of the Varenna Foundation for Childhood and Adolescence.

European companies remain too small compared to their American and Chinese competitors. The answer may come from the Italian model of the Network Contract, to be integrated into the new European legal framework of the 28th regime. The contribution of Giuseppe Capuano

Trump, NATO, and Europe. What is happening and what will happen. An in-depth analysis by Christian Spillmann taken from the European Morning Briefing

Present and future of interest rates in the United States and the Eurozone. Analysis by Mauro Valle, Head of Fixed Income at Generali Asset Management

A Plan B requires more than just buying weapons; it means creating a structure under which Europeans can fight, writes The Economist.

Brussels intervenes with new aid and industrial strategies as the rise in fertilizer prices fuels fears of a food crisis and new uprisings in European rural areas. Facts, figures, and comments.

From defense to energy, including AI and infrastructure: how global tensions are pushing Europe towards a new geopolitical and industrial identity. Commentary by Carlo Benetti, Market Specialist at GAM Investments.

A journey through the setbacks of socialists in Central and Eastern Europe. Facts, names, numbers, and analysis. An in-depth study by Oliver Grimm taken from the European Morning Briefing.

Mediobanca’s study on major fashion multinationals shows Europe dominating the luxury sector (62% of revenues), but with the United States making a comeback in financial markets: from the France-Italy comparison to M&A operations, the sector is entering a new phase.

What are the global macroeconomic outlooks (in particular, the US, China, Europe) considering two scenarios in the US-Iran tensions. The analysis by Daleep Singh, Vice Chair and Chief Global Economist of PGIM, and Guillermo Felices, Global Investment Strategist Fixed Income at PGIM.

The request from the main Chinese manufacturer Byd to join the leading European association in the automotive sector has raised some concerns. But in fact, there was already a more or less visible representation of China in Acea. And it is gradually gaining more and more space.

Between protecting citizens and risks to individual freedoms, China is moving swiftly on AI regulation, while Europe and the United States lag behind amid regulatory delays and reliance on Big Tech. An intervention by Giordano Alborghetti

On Wednesday, April 15, the Environment Committee of the European Parliament adopted a compromise position on the use of hazardous substances in personal hygiene and care products. The regulations have been made less strict, but to a lesser extent than the industry had hoped. An in-depth report by the newspaper Le Monde.

Europe is 7-8 years behind the US in digital technology: joint ventures and global collaboration are needed to build true strategic autonomy. Conversation with Professor Marco Mayer on the occasion of his speech at the Global Risk Circle 2026 in Milan.

The plans include increasing European presence in NATO command and control roles, filling gaps left by potential American withdrawals in certain sectors. The Wall Street Journal article taken from Liturri’s review.

Before the European Parliament’s Security and Defence Committee, the Commissioner for Defence and Space Kubilius expressed criticism towards the weapons manufacturers of the old continent. Excerpt from the European Morning Briefing.

Geely is consolidating to withstand the onslaught from Byd, which intends to expand rapidly in Europe, and is leveraging its presence in the Old Continent (it owns the brands Volvo, Lotus, Polestar, and 50% of Smart) to build a supply chain that allows it to increase the rate of commercial offers by halving the time it takes for products launched in China to arrive, with global platforms that enable it to save.

Byd is hungry for new users, but its strategies to maintain high sales volumes have severely damaged its profit margins and financial statements. However, it now seems poised to apply the same strategies in Europe, where it will compete fiercely with other domestic companies, starting with the highly aggressive Geely. European brands, already in serious crisis, risk coming out quite battered from the new price war that is already breaking out.

The first two satellites of the European Celeste constellation have been launched: the mission aims to demonstrate how the low Earth orbit satellite will enhance and diversify existing (such as Galileo) and future medium Earth orbit GNSS systems.

In 2025, European allies and Canada increased defense spending by about 20%, reaching or exceeding NATO’s 2% of GDP target, with some Eastern European countries already surpassing the 3.5% threshold. All the details.

What did Giorgia Meloni say in her Communications to the Senate ahead of the European Council meeting on March 19 and 20, as well as on developments in the Middle East crisis. The full text.

According to the latest report from the Stockholm Peace Research Institute (Sipri), European arms imports have tripled. Europe has indeed surpassed Asia and the Middle East, becoming the largest importer of weapons.

Analysis by Handelsblatt (based on studies from research centers and interviews with international experts) on the possible economic effects of the war between the United States, Israel, and Iran on Germany and Europe: three scenarios ranging from limited impacts to global inflation shocks or, in the long term, even new economic opportunities with a regime change.

US-Israel attack on Iran: Europe reacts in a fragmented manner, between openings to defense cooperation and clear distancing.