Silvia Amaro

CNBC's Silvia Amaro looks at how investors around the world are digesting news of President Donald Trump's 100% tariff on branded drugs, and whether Europe's pharma giants will avoid the worst impact.

Mario Centeno, Governor, Bank of Portugal and ECB Governing Council Member tells CNBC he doesn't see a way for the European economy to be shielded from global movements, and calls for greater investment in the bloc.

Key Points "There's a certain kind of provocation that we have to take seriously.

EU heads of state will call for quicker action on the use of immobilized Russian assets at a meeting next week, according to a document seen by CNBC.

Utilities are the second-best performing sector in the Stoxx 600 this year, driven by rising demand for data centres.

Manish Singh, CIO at Crossbridge Capital Group outlines his argument on how AI can increase productivity, while also weighing in on valuations in the space.

As the EU looks to reduce its dependence on China for critical raw materials, CNBC's Sam Meredith travels to Europe's largest rare earths magnet

Key Points The European Commission is considering using frozen Russian assets held in Europe to support Ukraine.

The European Commission has presented a plan to use $105 billion of frozen Russian assets to help fund Ukraine over the next two years.

ECB President Christine Lagarde says the central bank could hike growth forecasts - as the Fed cuts rates to their lowest level in three years. Nomura's Andrzej Szczepaniak walks Silvia through the moves.