Europe
Iron ore is set to face a supply surplus from 2025/26
Iron ore -- the best industrial commodity performer in 2023 -- will be well supported by fundamentals this year
InternationalECB likely to be cutting rates by July or September
The ECB left interest rates on hold as expected but said it began discussing when later this year to start cutting rates
EUEastern Europe's rate policies diverge with Czech cut
The Czech central bank has begun easing interest rates, they continue falling in Hungary and hold steady in Poland
Eastern EuropeSatisfying Polish farmers’ grievances just got harder
Clashes with the police at the March 6 farmers’ demonstration may harden attitudes as PiS opposition joins their side
PolandCzech plan may ease Ukraine’s shell shortage
Non-EU supply of shells organised by Prague may meet about one-third of Kyiv’s need but delivery may take time
Czech RepublicNew report underlines AI's environmental cost
A group of notable climate change-focused organisations have warned of the rising cost of AI technology
InternationalPortuguese voters look set to shift rightwards
The radical right Chega party could be decisive in forming the next government after Sunday’s election
PortugalSwitzerland will be slow to harden its China position
Swiss neutrality and economic interests have seen Bern become one of Beijing’s closest partners in the West
Switzerland
