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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: EUROPE
Increase in e-commerce goods from China prompts scrutiny in the US and Europe
August 15, 2024
Changes to de minimis rules and other restrictions on Chinese e-commerce companies, if successful, could help reduce strains in the air freight market, where e-commerce goods are taking ever more capacity across Asia outbound.
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UK and France Elections 2024: Results and Aftermath
July 9, 2024
An overwhelming Labour majority puts the onus on center-left Prime Minister Keir Starmer to deliver on reforms to spur faster economic growth. In France, a hung parliament ends President Macron’s reform agenda and will make France largely ungovernable for the next three years. A weakened Macron may also quiet France’s voice in the EU but won’t drive massive changes to EU policy.
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European Elections 2024: Results and Aftermath
June 20, 2024
A more right-wing European Parliament will reduce the introduction of new sustainability initiatives, but won’t drive massive changes in EU policymaking.
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With EU Elections, Russia and China Relations Come Into Focus
May 22, 2024
Despite a rightward shift, overall EU relations with Russia and China will remain tense. EU concerns on China are wide-ranging and fundamental.
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CBAM – What is it and what are the implications for global trade?
April 10, 2024
The EU hopes CBAM will reduce global emissions by incentivizing companies to source from low-emissions suppliers and by encouraging other countries to adopt climate mitigation policies.
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