Monday, April 21, 2025

Shifts in the Global Order

Breakdown in U.S.-China Relations Raises Specter of New Cold War
https://www.wsj.com/world/china/china-us-economic-relations-tariffs-cold-war-ddb43fca
What is at stake as economic ties careen off the rails is overall global security and economic stability for years to come.

Trump’s Trade Offensive Threatens America’s Financial Primacy
https://www.wsj.com/economy/global/trump-tariffs-us-markets-treasurys-dollar-7d9777d7
Rising volatility and dollar weakness raise fears of a financial realignment, away from U.S. shores.

 
Mapping the high tariff world
https://www.ft.com/content/e4394db2-1678-4179-9b1a-6f384b8c43ea
How the trade war will reorder the global economy — not burn it down.
 
Trump threat awakens India’s ‘big bang’ spirit
https://www.ft.com/content/06be3c17-4624-4602-8a0f-f76edfc4a443
Parallels are being drawn between the US tariff war and the external shock that kick-started the Indian economy in 1991.