Everything on Geopolitical Trade

The US-China trade truce remains fragile, with minimal progress on strategic commodities, defense exports, and regional security guarantees.

Impact: Companies must prepare for prolonged tariff uncertainty, dual-sourcing mandates, and potential supply chain bifurcation across Pacific and Atlantic markets.

— from Global Market Volatility, AI Chip Demand, and Geopolitical Trade Shifts · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· May 16, 2026