Europe
EU planning to impose tariffs on Russian grain
The EU is preparing to impose tariffs on imports of grain from Russia and Belarus
RussiaLower near-term EM risks raise long-run opportunities
The near-term risk of defaults in emerging market (EM) sovereign debt markets is easing
InternationalDinar ban will damage EU-led Kosovo-Serbia dialogue
Kosovo's ban on using the dinar risks driving more Serbs to leave while straining relations with Brussels and Washington
KosovoDivergent rules raise sanctions compliance risks
Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks
InternationalCorruption and stagnation may yet fell Hungary’s Orban
Children’s home scandal and economic failure could combine against Fidesz's grip on the Hungarian electorate
HungaryMigration and stability underpin the EU’s Med policy
Modelled on a 2023 Tunisia agreement, the EU extended an aid package to Cairo that will also have a migration element
EUCalm interest rates period will last a few more months
A survey of US rate predictions among economists estimates two rate cuts this year, starting June or July
InternationalEast Europeans will gain influence on Western security
Russia’s aggression in Ukraine has drawn attention to Central-Eastern European security, shifting the focus eastwards
Eastern Europe
