The splintering of the world economy into competing US and China-aligned blocs is dominating the macro and financial and commodities markets outlook. But how is this fracturing process evolving, which parts of the economy are most vulnerable, and what do changing alignments between the blocs mean for macro and markets outcomes?
During this session, the team answered client questions as they addressed key issues, including:
- The Saudi example – The global economic implications of shifting US-China allegiances;
- How much decoupling? The evolution of global trade and investment ties;
- Taiwan and US elections and the US-China risks to the 2024 macro and markets outlook.