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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: POLITICS
US-EU: farther apart
February 21, 2025
A flurry of activity in the past week has brought US-EU relations to a historical low, with long-term consequences for trade, investment and security.
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China’s export pivot to developing countries will be increasingly challenged
February 13, 2025
China's pivot to developing markets faces increasing challenges from rising trade barriers and heightened scrutiny from the US and other regions.
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Israel shifts attention toward the Houthis in the Red Sea
January 22, 2025
With cease fires in effect with Hamas and Hezbollah, Israel is increasing its focus on the Houthi rebel group in Yemen, targeting their strongholds to secure maritime activity in the Red Sea and mitigate disruptions caused by Houthi attacks.
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How might the Southeast Asia-5 respond to Trump’s tariff policies?
December 20, 2024
Exploring how the SEA-5 countries are looking at policy changes to mitigate the impact of potential tariffs from the incoming Trump administration.
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How China’s response to a second Trump administration may impact supply chains
November 26, 2024
China is expected to respond more strongly to trade measures from a second Trump administration, leveraging its policy tools to target specific American firms and products.
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A credible PNTR bill offers insight into pathways to China tariffs
November 21, 2024
The Restoring Trade Fairness Act aims to repeal Permanent Normal Trade Relations (PNTR) with China, subjecting Chinese imports to tariffs, quotas, and other trade remedies.
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"China Week" does not address key trade issues
September 9, 2024
The US House of Representatives has released a list of proposed China-focused legislation expected to come to a vote over the course of what Speaker of the House Mike Johnson (R-LA) dubbed “China Week”.
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Walz VP pick indicates continuity in democratic approach to trade
August 9, 2024
By selecting Walz, Harris signals continuity with existing Biden-era trade policy including a focus on worker protections and environmental issues.
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Republican trade policy platform sets the stage for negotiations
July 24, 2024
The platform as described would be a historic change in US trade policy and, by extension, macroeconomic policy.
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Harris trade policy may diverge tactically despite continuity of Biden Administration approaches
July 23, 2024
If Harris becomes the Democratic nominee for the presidency her approach towards trade policy is likely to be a second-tier issue as domestic challenges will lead the electoral conversation as a key issues for voters, particularly immigration.
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The Old is New Again: China’s Third Plenum Likely to Be Redux of Supply-Side Reform
July 12, 2024
Supply-side reform will likely continue to be the focal point for the Third Plenum, despite public calls from key figures for stimulating domestic demand.
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UK and France Elections 2024: Results and Aftermath
July 9, 2024
An overwhelming Labour majority puts the onus on center-left Prime Minister Keir Starmer to deliver on reforms to spur faster economic growth. In France, a hung parliament ends President Macron’s reform agenda and will make France largely ungovernable for the next three years. A weakened Macron may also quiet France’s voice in the EU but won’t drive massive changes to EU policy.
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European Elections 2024: Results and Aftermath
June 20, 2024
A more right-wing European Parliament will reduce the introduction of new sustainability initiatives, but won’t drive massive changes in EU policymaking.
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India's Elections and Investment Dynamics
May 23, 2024
India aims to become the leading manufacturer in Asia as companies diversify their supply chains away from China. Strengthening supply chain efficiency and fostering the growth of the manufacturing sector are seen as crucial for achieving this goal, with both alliances prioritizing these areas.
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With EU Elections, Russia and China Relations Come Into Focus
May 22, 2024
Despite a rightward shift, overall EU relations with Russia and China will remain tense. EU concerns on China are wide-ranging and fundamental.
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