EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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