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.
Fracturing Database
How are countries aligned in a fractured world? 'Mapping Decoupling' is our 2021 report containing the data and methodology behind our analysis.
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
China stands to lose more than the West in a fragmenting world
Commentary by Group Chief Economist Neil Shearing in The Times