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The debacle of EU clean tech continues. Northvolt is planning to shed 20% of its global workforce and pause expansion in the attempt to tackle a liquidity crisis that it is facing despite getting 900 millions of NZIA state aid from Germany in January. bloomberg.com/news/articles/…

The yield on French 10 year government bonds (white line in the image) just reached above the Spanish 10 year government bond yield. Last time this happened was before 2007. France's 5 year bond yields are also higher than Greece's (last time this happened was never, I think).

Northvolt financial crisis deepens, with one unit filing for bankruptcy in the wake to the decision to halt expansion of its flagship factory in Sweden. reuters.com/markets/deals/…

Must read, here! ⬇️⬇️

Bruxelles is reportedly consider asking Chinese companies to set up shop on Europe AND transfer the technological knowhow to EU counterparts, in order to access EU clean-tech subsidies. Mirrors Chinese policy on foreign firms, good move if confirmed. ft.com/content/f4fd3c…

The UK seems to be backpedaling on its Green Taxonomy. This leaves the EU in a lonely spot: 21 sustainable finance taxonomies have been launched around the globe and 20 more are under development, but so far the EU Taxonomy is the only mandatory one. bnef.com/analyst-reacti…

‼️ How to improve the EU sustainable finance framework In this Bruegel Policy brief, I look at market data and identify flaws that risk undermining the EU sustainable finance framework. I also offer 5 recommendations for improvement. 🔗 Available now! buff.ly/41eSpDy

🔎 Streamlining or hollowing out? The implications of the Omnibus package for sustainable finance In this Bruegel First glance I highlight two key risks for both the European Green Deal and sustainable finance present in the first Omnibus package. 🔗 buff.ly/eKbn6t2

I’ve been asked many times whether EU sustainable finance rules are holding back EU defence financing. The short answer is that the regulatory constraints are not that tight, but self imposed reputational resteictions are tighter. The longer answer is ⬇️ bruegel.org/analysis/susta…

The S&P 500 has gained or lost at least 1% in seven of the past 10 sessions, and April is poised to be the most-volatile calendar month since the Covid crash in 2020. wsj.com/finance/stocks…

Great piece by Martin Sandbu in today’s FT. As I wrote back in April, the EU’s best response to Trump’s tariffs would be to issue more EU debt. My preference however is for ramping up genuine EU debt issuance, not settling for synthetic asset solutions. bruegel.org/first-glance/m…

Germany and Italy pressed to bring $245bn of gold home from US. A survey of more than 70 global central banks showed more were thinking of storing their gold domestically amid concerns about their ability to access their bullion in the event of a crisis. ft.com/content/e39390…

🪖 Can #defence #investment be sustainable? The European Commission thinks so. My latest, looking into the Commission's recent efforts to incentivise greater defence investment. bruegel.org/first-glance/c…

Thank you to Jon Hay for featuring my comments in this extensive article on the UK’s decision to scrap plans for a Green Taxonomy. Great insights also from the other people quoted in the piece! globalcapital.com/article/2f2qzn…