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July 2, 2026

The Point For Europe

Daily UpdateEquitiesFXMacro Economic IndicatorsConsumer StaplesFinancials

This report provides daily market updates for Europe, focusing on corporate acquisitions, sector-specific earnings previews, and macroeconomic indicators like inflation and payrolls.

Key Takeaways

  • 1.Schneider Electric announced a US$3.1bn acquisition of Cognite to enhance data contextualization capabilities.
  • 2.European Beverage sector saw favorable June weather trends for major brewers and soft drink companies.
  • 3.Eurozone June inflation surprised to the downside across broad-based components.

Table of Contents

  • Top Call
  • Must Read
  • Company
  • Industry
  • Strategy & Economics
  • Fixed Income & FX
  • Key Rating and Target Price Changes

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Authors

Martin WilkieVivek Midha

Securities

Schneider ElectricINGA.AS

Themes

AI and Data ContextualizationM&A ActivityWeather Impact on Consumer Staples

Regions

EuropeAsia PacificMiddle EastUnited StatesGermanySaudi Arabia