Analysis

Latest Insights & Trends

Supermarket Profits Under Antitrust Scrutiny: The Netherlands Won’t Be the Last

Last week, the Netherlands’ Authority for Consumers and Markets (ACM) opened an…

Airbus-Led Merger Will Face EU Scrutiny, But LEO Satellite Carve-Out Is a Red Line

A potential merger of the satellite manufacturing divisions of Airbus, Thales, and…

Prysmian, Rheinmetall, CAF Possible Winners in Europe’s €2 Trillion Reshuffle

On 9 September, the European Parliament approved a resolution calling for a…

CMA’s September Decision Could Spark CVS Rebound

The UK’s Competition and Markets Authority (CMA) is set to publish its…

Amazon and Mercado Libre Walk Away Unscathed as Mexico Closes E-Commerce Probe

On September 12, 2025, Mexico’s Federal Economic Competition Commission (COFECE) announced the…

Regulators Love Competition But Investors Love Monopolies

The UK Competition and Markets Authority’s (CMA) Microeconomics Unit has just published…

Oracle’s $455Bn Cloud Contracts Make Antitrust Scrutiny Look Obsolete

When Oracle released its fiscal Q1 results this week, the company did…

EU’s Director General Signals More Enforcement, DMA and FSR

When Lindsey McCallum, acting director general at DG Competition, spoke at the…

Covestro’s 10% Drop: Merger Arbitrage Opportunity or Value Trap?

Covestro is in the middle of a takeover by ADNOC, but the…