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US-China decoupling

US-China Decoupling:
Macro and market consequences

The fracturing of the US-China relationship is the key geoeconomic determinant of the post-COVID world. This dedicated page collects all our key research tracking the deterioration – and occasional improvement – in bilateral ties and exploring the implications for the global economy and markets. 

The fracturing of the global economy

How the return of geopolitics will reshape economies and markets

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Global Fracturing