United States
US federal crypto regulations will evolve slowly
Despite the recent stablility in the crypto market, the US regulatory framework remains hotly contested
United StatesUS/EU economic performance and policies will diverge
US interest-rate expectations have moved from several cuts to perhaps even none, while an ECB cut remains likely in June
InternationalUS aid bill's passage shows foreign policy fault lines
President Joe Biden has finally pushed through his foreign aid package for Ukraine, Israel and Taiwan
United StatesGlobal AI regulations will diverge
Most policymakers agree that AI needs regulating, but key AI players are taking highly divergent approaches
InternationalRussia will exploit tension but will not encourage war
Iran's missile and drone strikes on Israel on April 14 complicated Moscow's delicate balancing act in the Middle East
RussiaAbsent Mideast peace, Riyadh will prioritise a US deal
Riyadh wants to de-link its bilateral agreements with Washington from the Israeli-Palestinian conflict
Saudi ArabiaUS sanctions on Russian uranium unlikely to bite
The US Senate approved restrictions on the import of uranium fuel from Russia
RussiaThe prospect is rising of no US rate cuts this year
The US manufacturing PMI dropped to the breakeven level of 50 in April and job vacancies fell markedly in March
United States
