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Following

Reading, watching, and thinking about what's shaping business today.

Work in progress — content on this page is a draft and subject to review.

This page is a curated lens, not a news feed. I share what I read, why it caught my attention, and how it connects to what I'm learning at CLSBE.

Each entry pairs a source I trust with a short reflection — to show curiosity with judgment, and learning in progress.

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FinanceFinancial Times

ECB rate decision and the EU growth outlook for 2026

Context

FT coverage of the latest ECB rate decision and what it implies for European corporate investment in 2026.

Key takeaway

Rates are stabilizing, but the cost-of-capital reset is sticky — capex committees are still rebasing hurdle rates upward.

My reflection

Why this matters for the choices European firms make in 2026: cheaper money is not coming back. The discipline of capital allocation is the new edge.

ECB
Macro
Capital allocation
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Links are shown without endorsement; my reflections appear above only when I've had time to think.

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