Day: May 6, 2025
Tariffs, Turbulence, and the New Global Order: Investment Implications of the 2025 Trade Shock
In an era marked by heightened geopolitical friction and economic fragility, strategic investment decision-making is facing one of its greatest tests. This report offers a comprehensive analysis of the economic and market implications of this tariff escalation, drawing connections between key developments: the collapse in US-China trade volumes, the re-emergence of stagflation risk, the vulnerability of multinational retailers such as Walmart, and the weaponisation of strategic resources like rare earth elements.