Europe
US/EU economic performance and policies will diverge
US interest-rate expectations have moved from several cuts to perhaps even none, while an ECB cut remains likely in June
InternationalGlobal AI regulations will diverge
Most policymakers agree that AI needs regulating, but key AI players are taking highly divergent approaches
InternationalEnd of post-1945 economic order bodes ill for growth
The global liberal order is atrophying as underlying political preferences and wealth distribution move out of synch
InternationalEU’s China probe could isolate Germany
The EU has suggested it could impose provisional tariffs or quotas on Chinese electric vehicle firms
EUGlobal food prices may never fall back to 2018 levels
The world food price index rose for a second month in April, led by oils, chicken and beef
InternationalGlobal growth forecast upgrades mask underlying risks
The OECD has upgraded its forecasts for 2024 and 2025 across most of the world
InternationalEU Lebanon aid may fulfil neither purported purpose
The EU has offered Lebanon USD1bn -- apparently in aid, but mostly targeted to curb migration
LebanonPoland will enhance its defence capabilities
Warsaw continues its efforts to guard against a perceived threat from Russia
Poland
