The Fracturing of the Global Economy
How the return of geopolitics will reshape economies and markets
Recent Coverage of Global Fracturing
Middle East & North Africa Economics Weekly
OPEC+ drama ensues, Saudi-China currency swap
The surprise delay to the OPEC+ meeting to next week has only added to speculation that the slide in oil prices in recent months and the backdrop of the Israel-Hamas conflict could prompt the group to...
Drop-In: That Xi-Biden meet in context – How fracturing is reshaping the global outlook
16th November 2023, 1:00PM GMT
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,…
Middle East & North Africa Economics Focus
Where does Saudi Arabia sit in a fracturing world?
The past few years have seen Saudi Arabia continue to move away from the US orbit and, as part of our work on global fracturing, we no longer consider Saudi to be unaligned between the US and China...
Chief Economist's Note
Fracturing is more in focus as global tensions rise – but it’s still misunderstood
An intense flurry of diplomatic activity last week laid bare the fault lines of a fracturing global economy. In the Middle East, Joe Biden, Olaf Scholz and Rishi Sunak made separate visits to Israel...
Emerging Markets Economics Update
Reducing dollar dependence won’t deter dollarisation
Talk of “dollarisation” has recently re-emerged, despite broader moves in the EM world to challenge the hegemony of the US dollar. Indeed, the fact that Argentina is considering adopting the dollar...
Emerging Asia Economics Weekly
Indonesia’s bullet train, forecast revisions, AI Spotlight
Indonesia’s first high-speed train line is due to become operational this Sunday, when a WHOOSH bullet train departs the Indonesian capital of Jakarta for the provincial capital of Bandung, 88 miles...