EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

UK / EU : Policy / Regulation / International Relations

Forefront Advisers

Thu 01 Jun 2023 - 15:00 BST

Summary

Christopher Gluck covered EU fiscal policies highlighting the June 20th budget package. which will define the future of EU borrowing, and the EU Sovereignty Fund. He expanded on what is expected from the current reforms of EU fiscal rules, such as when will they be agreed, and when they are agreed, what does it mean for EU member states. Christian spoke on the future of EU funding for Ukraine as well as other geopolitical topics and trade topics regarding EU-US relations and EU-China relations, the famous EU-China-US triangle. 

Topics

UK fiscal policy: strategy, tactics and fiscal rules

UK China policy: economic, defence and foreign policy

UK IRA response: critical raw minerals, EVs and renewable energy

EU fiscal policy battles: the budget, the Recovery Fund, the fiscal rules reform

The EU's new China policy

New isolationism or a buy-transatlantic approach - next steps in EU-US relations