Skip to main content

What might fracturing mean for the markets?

Fracturing will be felt very differently by markets in different parts of the world. Sectors within US-aligned markets where ties with China are most likely to fracture could see significant ructions. But we expect little impact on most bond and equities in developed markets and assets of emerging markets within the US-led block could receive a boost. In contrast, we see fracturing as a major headwind for asset markets in China and some other countries in its bloc.

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services


Get access