Weekly Strategy Perspective - Global Policy Pivot – Part II

The Through Line: In the first 100 days of the second Donald Trump presidency, he and his administration have carried out bold and far-reaching moves that continue to make waves in the global sea of politics, geopolitics and capital markets. When we first wrote about this topic, the trade war with Canada was newly launched and we primarily addressed the impact on the economy of this long-standing U.S. ally. This piece discusses events and impacts relative to China.