Speakers:
The sheer volume of current geopolitical noise can be bewildering for investors. How is the ebb and flow of US-China tensions affecting global economic activity? Is a more aggressive US foreign policy fundamentally changing macroeconomic outcomes? Are these ructions across EMs isolated, or do they point to a broader systemic shift?
To answer these questions, our economists hosted this special online briefing, all about the latest annual refresh of our Fracturing Dashboard. Designed to give investors a rigorous framework for understanding how geopolitics is shaping global economic outcomes, the dashboard presents the world as two competing blocs led by the US and China. In this session, we highlighted how these blocs have evolved over the past year and the specific implications for the global economy
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