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Xi Biden

US-China decoupling and a fractured global economy

How geopolitical competition is changing how the world economy works 

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Much has been written about US-China decoupling and the global economy – but what does that process actually look like? New analysis from Capital Economics presents a unique, interactive view of how the global economy is being reshaped as competing blocs of countries and territories emerge. This report enhances our closely watched focus on the fracturing of the global economy to show how everything from trade to portfolio flows is being affected – but also how, in areas such as the decline of the dollar and rise of the renminbi, talk of sweeping change is overstated. This in-depth report will show you:

  • How fracturing has reshaped the global economy over the past 12 months, showing how ties around US and China-aligned blocs have shifted and how these shifts will influence the global economy;

  • The size and shape of competing US and China-aligned blocs – and what that means for the global outlook.

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