EU
Switzerland will find it hard to shift its China view
Switzerland has had closer relations with China than the vast majority of European states
ChinaItaly's rejection of ESM reforms will continue
Italy has rejected reforms to the European Stability Mechanism, reinforcing its opposition to the bailout fund
ItalyOn some EU policies Tusk will maintain Polish interest
Tusk is suggesting Poland will be more amenable to ambitious climate targets than PiS but not on free trade with Ukraine
PolandEU’s position on Red Sea faces challenges
Member states are divided over how to respond to the growing instability in the Red Sea
EUFrance’s Macron will struggle to reverse poll slump
Macron hopes his new prime minister will strengthen his party’s chances of defeating the far right
FranceEU-China trade tensions will increase
China will open an anti-subsidy investigation into French brandies, escalating trade tensions with the EU
ChinaChinese EV investment runs risks in Hungary, Slovakia
Poland and Czechia are much less exposed to China than Hungary and Slovakia in their transitioning to EV manufacture
Eastern EuropeECB will be cautious about cutting rates too early
Headline inflation rose from 2.4% to 2.9% in December as energy price falls stabilised and services prices picked up
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