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Hungary and US to Agree on Economic Cooperation Package, PM Orban Says

The Hungarian government has reached a deal with the United States to agree on an economic cooperation package that will help the Hungarian economy and potentially offset the impact of U.S. tariffs. The agreement is expected to provide compensation both in monetary and real economic terms to Hungary, helping the country mitigate losses caused by potential trade wars with the European Union. This move aims to strengthen bilateral relations between Hungary and the United States.

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Hungary's Orban Pushes Direct Russia Talks, Opposes EU Summit Declaration Δ1.81

Hungarian Prime Minister Viktor Orban has called for the European Union to engage in direct negotiations with Russia regarding a ceasefire in Ukraine, opposing plans for a joint declaration at an upcoming EU summit. He argues that the strategic differences among member states on the Ukraine issue are insurmountable, emphasizing that the EU's current approach cannot be reconciled with the need for peace talks. This stance reflects a growing divide within the EU as some leaders advocate for military support, while others, like Orban and Slovakia’s Prime Minister Robert Fico, push for immediate peace discussions.

Hungary Looks to Romania to Help Diversify Its Energy Sources Δ1.81

Hungary is seeking to expand its energy cooperation with Romania, driven in part by its desire to reduce dependence on Russian gas and explore new supply sources. The two countries are negotiating an agreement that could pave the way for increased trade and collaboration in the energy sector. This development reflects Hungary's efforts to diversify its energy mix and enhance its energy security.

US Tariffs Will Likely Dent Growth Prospects in Central Europe, S&P Global Says. Δ1.80

S&P Global Ratings has warned that the proposed 25% tariffs on EU imports by the U.S. could negatively impact growth in Central European nations, particularly affecting countries like Czech Republic, Hungary, Slovakia, Slovenia, and Romania. While the direct trade exposure to the U.S. is limited, the tariffs may hinder growth primarily through their influence on the German automotive sector, which is crucial for these economies. The potential decline in growth, estimated at 0.5% of GDP, could exacerbate existing fiscal challenges amidst already heightened inflation pressures following geopolitical tensions.

Europe Seeks to Broker Peace in Ukraine — and Between Trump and Kyiv After the White House Fiasco Δ1.77

European leaders are gathering to bolster support for Ukraine and build bridges between Kyiv and Washington following a public attack on Ukrainian President Volodymyr Zelenskyy at the Oval Office. European allies have presented their own peacekeeping plans for Ukraine, aiming to position the region as a mediator in future peace talks. The U.S. has been largely sidelined in such discussions, with tensions between Washington and Kyiv rising to a boiling point.

Britain, France Refine Ukraine Peace Plan with New Washington Trip in Mind Δ1.77

France and Britain are aiming to finalise a peace plan for Ukraine, possibly "in days", that could be presented to the United States, while building bridges between the U.S. and Ukraine before possible talks in Washington. The two European powers have held several calls with Donald Trump and Volodymyr Zelenskiy since their fractious meeting last Friday in the Oval Office led to a suspension of U.S. military aid to Kyiv. A visit by Macron, Starmer, and Zelenskiy is under consideration, although the French presidency quickly corrected this statement.

Us-Uk Trade Deal: A Narrow Path Forward? Δ1.77

The US and UK are on the cusp of a trade deal that may insulate the UK from global trade tensions, but challenges remain. The White House has accepted the statistical logic that the two countries have a balanced trade position, with each roughly exporting the same amount of goods to one another. The deal focuses on technology and the further integration of their tech sectors, potentially creating a booming AI-driven Silicon Valley.

Trump-Zelensky Yelling Match Leaves Ukraine Deal in Limbo Δ1.77

The intense Oval Office exchange between US President Donald Trump and Ukrainian President Volodymyr Zelensky has thrown the planned economic deal into uncertainty, raising concerns about the prospects of a stable and economically prosperous Ukraine. The heated exchange saw both leaders trade barbs, with Trump accusing Zelensky of being "disrespectful" and Zelensky trying to make the case that helping Ukraine is in America's interest. The deal, which was reportedly completed but now unclear if it will ever be signed, would have established a "Reconstruction Investment Fund" to deepen the partnership between the two countries.

Trump Tariffs Live: Trade War as US Hits China, Canada, and Mexico; Military Aid to Ukraine Paused Δ1.77

The United States has imposed significant tariffs on imports from China, Canada, and Mexico, triggering immediate retaliatory measures from affected nations, including additional tariffs from China and a promise of responses from both Canada and Mexico. Concurrently, President Trump has paused military aid to Ukraine, prompting concerns about the country's military readiness and reliance on Western support amid ongoing conflict with Russia. Analysts suggest that these moves may not only escalate tensions in international trade but also shift the dynamics of military support in Eastern Europe.

EU Leaders Prepare ‘Concrete’ Measures on Defense Financing Δ1.77

The European Union is expected to announce "concrete" measures on boosting defense financing this week, as Europe and the U.S. clash over support for Ukraine. The 27 EU leaders will gather in Brussels on Thursday for a meeting dedicated to defense and support for Ukraine, amid rising tensions between Russia and Ukraine. European leaders are trying not to alienate President Donald Trump after he criticized Ukrainian President Zelenskyy for "gambling" over a potential World War III.

Trump Tariff Policy an Attack on Eu Industry and Jobs, Italy's Business Lobby Says Δ1.76

The EU would react "firmly and immediately" to Trump's proposed tariffs, threatening to cut its growth by half a percentage point, with Germany and Italy hardest hit. The bloc's companies and workforce would be undermined by the tariffs, which would require a strong response from Brussels. Industry Minister Adolfo Urso urged unity among western allies to avoid a trade war.

EU Leaders to Back Defence Surge, Support Zelenskiy After US Aid Freeze Δ1.76

European leaders are set to endorse significant increases in defence spending and express unwavering support for Ukraine at an upcoming summit, following concerns over U.S. military aid under Donald Trump's administration. The meeting will feature Ukrainian President Volodymyr Zelenskiy, although Hungary's potential veto could complicate the endorsement of a joint statement supporting Kyiv. This shift in European defence strategy is driven by heightened fears of Russian aggression and a desire for greater autonomy in security matters amid uncertainty about U.S. commitments.

Europe Needs ‘Coalition of Willing’ for Ukraine Δ1.76

A coalition of European countries willing to provide Ukraine with security guarantees after any US-brokered ceasefire is necessary, according to UK Prime Minister Keir Starmer. This approach would involve a group of willing nations working together on a plan to stop the fighting in Ukraine. The proposal aims to rapidly ramp up defense spending and maintain momentum for Ukrainian support.

EU Prepares Charm Offensive in Vietnam Amid US Trade Risks. Δ1.76

European leaders are planning visits to Vietnam in coming months to strengthen ties with the Southeast Asian nation, officials said, amid tensions with Washington that could impact their exports to the United States. The EU's von der Leyen and France's President Macron plan trips, officials say, as the bloc seeks to boost trade and investment with Vietnam despite growing uncertainty. Vietnam, EU face threats of US crippling tariffs.

Donald Trump: UK-US Trade Deal Could Mean Tariffs 'Not Necessary' Δ1.76

The US president has hinted at the possibility of a trade deal between the US and UK that could see tariffs "not necessary", as he met with Prime Minister Sir Keir Starmer in Washington DC. The meeting was seen as a key moment in Sir Keir's premiership, with the two leaders discussing Ukraine, trade, and artificial intelligence. Trump also reiterated his stance on tariffs, stating that there is a "very good chance" of a real trade deal where tariffs wouldn't be necessary.

European Shares Rise as Defense Stocks Gain Traction; US Stocks Fall Δ1.76

The euro strengthened and European stocks rose on Monday as European leaders agreed to draw up a Ukraine peace plan, while Wall Street stocks eased due to uncertainty over U.S. tariffs on Canada and Mexico. The strengthening euro and rising European stocks were driven by the announcement of a joint defense agreement among Western nations, which is seen as a positive development for the region. This move is also expected to boost the defense sector in Europe.

US Tariffs on Mexico: Diplomatic Tensions Emerge Δ1.76

Mexico will wait and see if U.S. President Donald Trump goes through with his threat to slap tariffs on its southern neighbor, but the nation has back-up plans in case the tariffs go into place. The Mexican government has been engaging in diplomatic efforts to stave off the tariffs, meeting with their U.S. counterparts in Washington last week to tackle trade and security policy. President Claudia Sheinbaum described these meetings as "cordial" and said that coordination with the U.S. had been very good so far.

Farmers Clog Border Crossing to Protest Non-Eu Imports Δ1.76

Czech and Slovak farmers disrupted operations at a border crossing to protest against cheaper imports coming from non-EU markets like Ukraine and South America, with demands for EU agriculture protection and reduced bureaucracy. The protests, which included farmers from Hungary and Austria, targeted an agreement between the EU and South America's Mercosur bloc struck in December. Farmers face unfair disadvantages over standards and bureaucracy, they claim.

Euro Rebounds From 2-1/2-Week Low, Ukraine and Defence Spending in Focus Δ1.75

The euro rebounded as EU leaders drew up a Ukraine peace plan, which may boost future growth and support the currency. A likely increase in fiscal spending by euro zone countries could provide some boost to future growth, supporting the currency. The renewed push for peace in Ukraine and possible increase in defence spending are monitoring closely by investors.

Morning Bid: New Trump Tariffs Take Effect, EU Also in Crosshairs Δ1.75

The U.S. has initiated new tariffs on imports from Canada, Mexico, and China, marking a shift towards a more aggressive trade stance under Donald Trump's administration, with the potential for future tariffs targeting the European Union. Markets reacted swiftly to the news, with a notable sell-off in equities and a flight to bonds, as fears grow over the impact of these tariffs on global economic growth. The ongoing uncertainty surrounding trade policies is prompting traders to anticipate multiple interest rate cuts from the Federal Reserve, further affecting currency dynamics.

Trump Says Talks on Ukraine Advanced, Russia 'Acting Well' Δ1.75

U.S. President Donald Trump said on Thursday that talks with Russia and Ukraine on a peace deal are "very well advanced" and credited Russia for its actions in the talks, as he met with British Prime Minister Keir Starmer. The negotiations have been pushed forward by Trump since taking office last month, and Ukrainian President Volodymyr Zelenskiy is expected to visit the White House on Friday to sign an agreement on Ukraine's critical minerals. However, critics remain skeptical about the sincerity of the talks, with many questioning Russia's intentions.

Ukraine Prepares to Sign Minerals Deal with US Amid Tensions Δ1.75

The US and Ukraine are set to sign a minerals deal that has been put on hold due to a contentious Oval Office meeting between President Donald Trump and Ukrainian President Volodymyr Zelenskiy, which resulted in the Ukrainian leader's swift departure from the White House. The deal, which was proposed last week, aims to provide the US with access to revenues from Ukraine's natural resources in exchange for increased economic support. Despite the tense meeting, both sides are willing to move forward with the agreement, although it is unclear if any changes have been made.

Trump Touts Fair Deal with Zelenskiy at White House Δ1.75

Holding a meeting with Ukrainian President Volodymyr Zelenskiy at the White House, US President Donald Trump signed a minerals deal that he claims was very fair, marking a significant diplomatic development in the complex relationship between the two countries. The agreement is seen as an effort by Trump to ease tensions with Ukraine and demonstrate his commitment to strengthening ties between Washington and Kiev. The signing ceremony took place amid ongoing concerns about Russia's involvement in Ukrainian affairs.

Putin Agrees to Help Trump Broker Nuclear Talks With Iran Δ1.75

The US and Russia are collaborating on communication with Iran over nuclear issues, which could potentially facilitate negotiations between the two countries, although no direct talks have yet occurred. This cooperation may signal a broader effort to address geopolitical tensions in the region. The initiative stems from President Trump's efforts to restore relations with Russia after their 2022 conflict.

Turkish Offer to Host Ukraine-Russia Peace Talks in London Summit Δ1.75

Turkey's foreign minister will reiterate Ankara's offer to host peace talks between Ukraine and Russia at a meeting of European leaders in London on Sunday, allowing the parties to reunite under one table for the first time since 2022. This move could potentially lead to a significant shift in the dynamics of the conflict, with Turkey playing a key role in brokering a deal. The outcome of these talks remains uncertain, but they represent a crucial step towards finding a peaceful resolution.

Trump Criticizes Zelensky's Remarks on War's End. Δ1.75

The statement by Ukrainian President Volodymyr Zelensky that a deal to end the war with Russia was "very far away" has drawn a fierce response from Donald Trump, who accused Zelensky of not wanting peace and expressed frustration over what he perceived as a lack of gratitude for US aid. The US president's comments have caused tension between the two countries and raised concerns about the future of Ukraine's defense under Western backing. Meanwhile, European leaders have proposed a "coalition of the willing" to defend Ukraine and prevent Russian aggression after a peace deal.