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Weekly Market Update

The Shifting Dynamics of Global Trade

Senior Investment Strategist

Insight of the Week

  • Over the last few decades, on a global scale there was a movement towards increasing interconnectedness by a plethora of trade agreements.
  • These trade agreements loosened up barriers and facilitated downward pricing pressures while economies looked globally in search for the low cost producer.
  • In the more recent years, the geopolitical landscape has begun moving in the opposite direction while the pendulum has moved from globalization over to de-globalization.
  • China is no doubt at the center of attention due to its continued geopolitical flare-ups.
  • Re-routing supply chains is a slow-going affair, and we are now seeing some of the effects.

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