Faced with the prospect of the US government imposing higher trade tariffs, European consumers are rethinking what they buy. This column explores how European consumers are reacting to the 2025 US tariff hikes and the reasons behind their responses. European consumers are very willing to switch away from US products, and the more they earn, […]
A confluence of negative forces – some the result of self-inflicted wounds and rising uncertainty about US policies and others relating to global developments and geopolitics – is encroaching on the ability of the US to continue its current funding model, bringing into question the role of the dollar as the world’s reserve currency. This […]
Three forces have always shaped globalisation – technology, policies, and geopolitics. What distinguishes the current moment is that all three are accelerating simultaneously but in different directions. This column introduces a new eBook showing how this divergent acceleration creates transformation rather than retreat from globalisation. But it also generates acute tension between rapidly changing economic […]
