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.