EU
Israeli settlements will survive boycott efforts
Many international politicians and activists promote an economic boycott of Israeli settlements in the West Bank
IsraelUnrest will complicate Macron’s reform agenda
France’s prolonged failure to create jobs and opposition to current reforms will hobble Macron’s presidency
FranceRising risks will dampen euro-area activity and prices
Headline euro-area consumer inflation slowed to an eight-month low in December and core inflation was unchanged at 1%
EUEU presidency will show up Romania’s peripheral status
EU sanctions are likely if Dragnea finalises his plans to evade the law and crush judicial independence
RomaniaECB to stay dovish despite ending its QE programme
The ECB has ended its QE programme but will remain dovish in the face of current and emerging challenges
EUEU will avoid new Russia sanctions as long as it can
The EU has so far refrained from announcing new sanctions linked to a recent Russian-Ukrainian naval clash.
EUEU’s manufacturing malaise will deepen
The euro-area manufacturing PMI eased to a multi-year low in December and only stockpiling is keeping the UK PMI robust
EURomanian EU presidency will be largely ceremonial
Romania will lack the capacity to use its six-month EU presidency to its advantage
Romania
