⚡Will Geopolitical Conflicts Disrupt Markets in 2025?

Macro Mornings // #GeopoliticalRisks #GlobalTrade #CyberSecurity

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⚡ This is part of a series designed for those who don't want to miss out on any market news. I cover all the crucial market developments that the community needs to know. Feel free to catch up on previous emails here if you'd like to start from the beginning!

🌐 Protectionism on the Rise

• Tariff Threats Escalate: The U.S. proposes tariffs of 10%–20% on global imports and 60% on Chinese goods. If implemented, inflation could rise by 0.5%–1%, echoing the 2018–2019 trade wars.

• Corporate Adjustments: Multinational companies are accelerating plans to diversify supply chains to mitigate the impact of potential tariffs, favoring regions like Mexico, Southeast Asia, and Eastern Europe.

• Supply Chain Disruption: Since the COVID crisis, protectionist policies have surged by 40% globally. Asia-Pacific trade volumes are already down by 7% compared to pre-pandemic levels.

• Impact on Emerging Markets: Developing economies reliant on exports are facing slower growth due t…