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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.  

Mapping Decoupling

Fracturing Database

How are countries aligned in a fractured world? 'Mapping Decoupling' is our 2021 report containing the data and methodology behind our analysis. 

Explore Mapping Decoupling

Key Recent Coverage of Global Fracturing

Key recent analysis from across our coverage about global fracturing. All reports on fracturing can be found below.

Latest Coverage of Global Fracturing

See list of all Fracturing coverage


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

Commentary by Group Chief Economist Neil Shearing in The Times 

Read here