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Eu Antitrust

5 neutral · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Neutral 2026-07-31
the EU's first merger-guideline revision in 20 years: clarification, not sea change
“I don't think these guidelines will be a sea change”
Neutral 2026-07-31
EU rules shape global competition law
“most of the world follows Europe on competition law, not the United States. We're not that good at it”
Neutral 2026-07-31
they = Google, Microsoft, IBM; mergers won't create European champions
“they didn't come from a merger. They came from very fast growth of an innovative firm”
Neutral leaning · 2026-07-31
dated call: final EU merger guidelines land Q4
“What we've been told is Q4 of this year”
Neutral 2026-07-31
no material difference filing before vs after the guidelines
“We don't think it's going to materially change whether you notify a transaction, say next week versus in November”

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