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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

Countries caught in the middle of tariff negotiations with the US
June 26, 2025
The Trump administration is pressuring its trade partners to reduce their economic and tech dependences on China in exchange for lower tariffs. China warned it would retaliate against trading partners who hurt Chinese interests in attempts to “appease” the US.
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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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The US focuses in on the Chinese shipbuilding sector
January 15, 2025
Exploring the implications of the DoD's updated list of Chinese military-connected entities on US trade and corporate strategy.
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