Topics

How can Europe address its pressing AI compute infrastructure shortfall?

Europe’s AI compute gap will not close through capital alone, making faster permits, grid access and output-side sovereignty tools essential

Bertin Martens and Tillman Schenk

China’s artificial intelligence goals and strategic choices for Europe

China’s AI strategy pairs domestic control with global diffusion, aiming to lead innovation, standards and governance on its own terms

Alicia García-Herrero and Théo Storella

What is driving the global rise in long-term interest rates?

Rising bond yields are likely down to stronger investment demand, more supply of long-duration debt and less absorption by yield-insensitive investors

Gene Frieda

European Clean Tech Atlas

The Atlas tracks Europe's clean-tech transformation, showing how adoption, investment and industrial change are unfolding across the continent

Hèctor Badenes Rodríguez, Benjamin Bjerkan-Wade, Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams and Simone Tagliapietra

Europe’s long-term care gap: longevity risk and health uncertainty

Future EU long-term care demand hinges more on health trajectories than ageing alone, making prevention and healthy ageing central

Anna Bahí, Svend E. Hougaard Jensen, Maria Catarina Louro and Alexandre Mendonça

Programmable sovereignty: coordinated specialisation as a response to the N-2 problem in artificial intelligence

Programmable sovereignty offers states beyond the US and China a way to reduce AI dependence through shared compute and governance capacity

Alicia García-Herrero and Soumitra Dutta

Profit shifting, tax harmonisation and investment in the EU single market: a trilemma

Anti-avoidance success has made EU investment more tax-sensitive, strengthening the case for corporate tax coordination within the single market

Madalena Barata da Rocha, Roel Dom, Pascal Saint-Amans and Bo Sangers

Why the EU right to consent to personal data processing doesn't work

Consent banners fail GDPR’s promise of informed choice, with fatigue, dark patterns and opaque data uses undermining real control

Bertin Martens

Did the 2022 energy inflation surge dent European Central Bank and Fed credibility? Evidence across horizons

Inflation expectations show that the ECB and Fed stayed credible after the 2022 energy shock, despite euro-area short-term weakness and US drift

Leonardo Cadamuro and Francesco Papadia

International carbon trading: a strategic lever to boost global decarbonisation

International carbon credits can support the EU’s 2040 target if buyers’ club rules and leverage ensure real mitigation gains abroad

Georg Zachmann and Annabelle Weisser

A plan for a World Trade Organization sectoral agreement on semiconductors

Trade weaponisation is straining WTO rules, but a semiconductor pact could show how to manage security risks

Petros C. Mavroidis and Mario R. Palacios

A sober look at the case for common European Union debt

More EU debt will not lower public borrowing costs or deepen markets without fiscal-union features, permanent issuance and credible fiscal backstops

Marie-Sophie Lappe and Jeromin Zettelmeyer

Beyond tariffs: why Europe and India must prioritise investment into manufacturing

Alicia García-Herrero, Rajeswari Sengupta and Nina Vujanović

Competing for inputs: how the European Union can improve critical raw materials supply security

EU critical raw materials projects fall short of self-sufficiency targets, making trade deals and targeted investment central to supply security

Madalena Barata da Rocha, Antoine Mathieu Collin and Camille Reverdy

The EU emissions trading system works but most industrial decarbonisation is still to come

Survey evidence shows regulated manufacturers respond to the EU carbon price, but want reassurance on policy direction and stringency

Debora Revoltella and Fotios Kalantzis

Calls for EU financial-rule simplification should not spill over into lower standards

EU banking rules are under pressure for simplification, but reforms should cut complexity without weakening financial safeguards

Jesper Berg and Hans Geeroms