AGP Executive Report
Last update: 8 hours agoMarkets & Macro: European shares stayed subdued but near record highs as investors weighed stalled US-Iran de-escalation efforts and waited for euro zone employment and GDP data. Energy & Climate Risk: Triodos warned extreme heat and drought could shave EU GDP by about 1% in 2026, with farmers hit by water restrictions and crop losses. Wildfires & Tourism: Fires across France, England and Croatia forced evacuations and threatened peak-season holiday businesses. Banking & Regulation: The EBA said EU/EEA banks’ climate-risk exposure was broadly stable in H2 2025 as climate data quality improved. Crypto & Policy: The US SEC is set to vote on “Regulation Crypto,” while the CFTC used emergency powers to keep Kalshi running amid a New York legal fight over prediction markets. Tech & Finance Infrastructure: MUFG and partners launched a PoC for on-chain Japanese government bond repo using Canton Network. Payments & Identity: Worldline and Lissi launched managed hub services for European digital identity wallets. Industrial Policy: France extended its cleantech investment tax credit for three years, targeting batteries, wind, solar and heat pumps.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.