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The Fracturing of the Global Economy

How the return of geopolitics will reshape economies and markets

The global economy is fracturing into China- and US-aligned blocs, reshaping interactions between and within economies and markets as geopolitics holds greater sway over policy than it has in a generation. This page hosts our work on fracturing, including how we map the two blocs, and our in-depth report on the implications for economies and asset markets. A link to a full listing of our analysis of fracturing can be found at the bottom of this page.  

Global Fracturing

Explore the global fracturing dashboard

Three million datapoints. 98 charts. One interactive dashboard.

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Recent Coverage of Global Fracturing

See list of all Fracturing coverage

US-China

China stands to lose more than the West in a fragmenting world

Commentary by Group Chief Economist Neil Shearing in The Times 

Read here