Europe
Equity markets are more vulnerable than bond markets
The Fed's shift to a slightly more dovish stance exacerbates the growing disconnect between markets and economies
InternationalNext EU parliament will likely be more right-wing
The right-wing populist groups are forecast to make the largest gains in next year’s European Parliament elections
EUUS investors will keep buying European football clubs
Sir Jim Ratcliffe, who already owns two other top-flight clubs, has announced he is acquiring 25% of Manchester United
United StatesBelgium assumes EU presidency at a crucial time
Single market reforms, EU enlargement and migration reforms are among Belgium’s EU presidency priorities
BelgiumBalkan IT talent will draw more international interest
The AI boom has the potential to transform the Western Balkans and its developing economies
BalkansUkraine’s EU membership will not be fast-tracked
Kyiv may not get the full, sustained support it needs from its Western backers to defend itself from Russian aggression
EUBiden will continue to link trade and security in 2024
National security and geopolitical contestation with China will remain central to US trade policy next year and beyond
United StatesInert anodes offer aluminium decarbonisation advance
Inert anodes will be key to aluminium decarbonisation but large-scale firm renewable power supplies will still be needed
International
