David Havrlant examines surprisingly resilient Czech confidence data while warning that persistent pressures on European manufacturing could undermine the region's longer-term economic prospects.
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Consumer confidence eased to 105.6 in July, while business confidence rose to 100.2, demonstrating resilience despite geopolitical and supply-side pressures.
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The divergence is increasingly sectoral: construction and services remain above long-term averages, while industry and trade continue to struggle.
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High energy costs and rising Chinese competition are squeezing European manufacturing profitability, with the report warning that prolonged weakness could constrain investment, wages and innovation.
Read the full analysis for why short-term resilience may obscure Europe's deeper industrial challenge.
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