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U.S. Politics Are a Systemic Risk to Global Markets
The last time global markets were rattled by EM-style political risks was in the early 2020s, when China launched a regulatory crackdown, decoupled from the West, and dealt with an ensuing debt crisis ... Read More
Is America Breaking the Global Economy?
The global economy is, to put it mildly, in a state of flux. Before the most recent U.S. elections, it was already being buffeted by geopolitical shocks and the prospect of transformative ... Read More
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