The Keel

Newsletter archive

Every edition in full. Strategic intelligence for European decision-makers - free, twice a week.

  1. 24 Sep 2026

    Business 24 September 2026 edition

    Europe appears set for another spell of weather disruption at a point in the calendar when many firms have already shifted into autumn operating assumptions. That matters less because of headline...
  2. 22 Sep 2026

    Policy 22 September 2026 edition

    Brussels' support for a closer institutional link with Canada is more than diplomatic theatre. It suggests the EU is looking to reinforce partnerships with stable, like-minded economies at a time...
  3. 17 Sep 2026

    Business 17 September 2026 edition

    Another record August confirms that climate volatility is becoming a persistent commercial constraint, not a distant policy debate. For European firms, the immediate issue is less reputational than...
  4. 15 Sep 2026

    Policy 15 September 2026 edition

    The immediate story is not the size of the money but the purpose behind it. Brussels is using investment to convert Greenland from a peripheral partner into a test case for a…
  5. 10 Sep 2026

    Business 10 September 2026 edition

    Volkswagen's planned cuts mark more than another restructuring. They show that one of Europe's industrial anchors now accepts that its domestic cost base and product complexity are misaligned with a...
  6. 08 Sep 2026

    Policy 8 September 2026 edition

    The demonstrations over Ceuta mark more than a dispute about one border incident. They expose how quickly pressure at a geographically small frontier can escalate into a national argument about...
  7. 03 Sep 2026

    Business 3 September 2026 edition

    Europe's tokenisation debate is entering an operational phase. Cipollone's intervention suggests the ECB no longer sees tokenised finance as a niche innovation issue, but as part of the future...
  8. 01 Sep 2026

    Policy 1 September 2026 edition

    Ireland's pre-Budget debate has shifted from whether there is money to spend to whether the state is building a structurally looser fiscal path under the cover of strong revenues. That matters...
  9. 27 Aug 2026

    Business 27 August 2026 edition

    Germany is facing a second wave of disruption from China, this time not as an offshore production challenge but as a direct contest in capital-intensive, high-skill sectors that once underpinned...
  10. 25 Aug 2026

    Policy 25 August 2026 edition

    Lagarde’s remarks place Europe’s economy in a more political phase of adjustment. With inflation no longer the only organising concern, the real test is whether member states can align fiscal...