AGP Executive Report
Last update: 12 hours agoECB Watch: Capital Economics says markets may be overpricing ECB tightening, arguing a December deposit-rate hike to 2.75% could be the last for now, with cuts likely returning in 2H 2027. Markets: European shares edged up as UK housebuilders rallied on a promised first-time buyer equity-loan scheme, but gains were capped by a Brent jump after Trump rejected an Iran proposal and by still-elevated bond yields. Regulation: ESMA set out its 2027 work programme, shifting from prep to delivery for EU capital-market simplification and stronger supervision. EU Defence & Security: Kaja Kallas urged bigger naval support for Operation Aspides in the Red Sea, while EU defence ministers backed five new defence projects of common interest, and diplomats discussed a NATO-like EU security protocol. Energy & Industry: SOCAR moved into Italy’s fuel-price fight via Italiana Petroli, and TotalEnergies with SOCAR and XRG took the final investment decision on Absheron gas expansion. Payments & Banking: Bank of Cyprus launched direct INR transactions, and Thunes expanded Aljazira Bank remittances. Corporate/Deals: VIRTUS secured a £2.45bn financing package for data-centre expansion across the UK and Europe.
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.
Perspectify News
