NATO foreign ministers met in Sweden to confront the Trump administration’s plan to withdraw US security guarantees for Europe — even in wartime — as the Iran war drains the alliance’s munitions stockpiles. France’s flash composite PMI collapsed to 43.5, its biggest drop in five-and-a-half years. The eurozone private sector contracted at its sharpest since October 2023. The EU Parliament approved tighter steel safeguards. Germany’s manufacturing slipped into contraction, and the UK followed into a downturn. Today’s Europe intelligence brief tracks six decisions converging on the Thursday tape. 01 · EU / NATO — Ministers Confront US Plan to Withdraw […]

UK inflation fell to 2.8% in April from 3.3%, below the 3.0% forecast and the lowest since March 2025, as the Ofgem energy cap offset an Iran-war fuel surge. Germany’s Merz…

The summit will focus on the Trump administration's plans to withdraw guarantees of support for European security architecture – even in wartime – and the depletion of the…

NATO foreign ministers met in Sweden to confront the Trump administration’s plan to withdraw US security guarantees for Europe — even in wartime — as the Iran war drains the…

Europe intelligence brief covers Trump's NATO troop reversal, Germany Q1 GDP, UK retail collapse, Ukraine drone strikes, ECB global-euro track, corporate sover…