This weekly Research Briefing focuses Teconomic forecasts and strategic research for 2026, focusing heavily on the shifts in international trade and protectionism. A significant portion of the analysis examines the USMCA renegotiations and the potential impact of new tariffs on North American growth. The reports also highlight a growing divergence in AI investment, noting that while high spending fuels the US economy, Europe continues to lag behind. Furthermore, the text addresses geopolitical risks, such as threats to the Federal Reserve's independence and ongoing trade tensions with China. Finally, it introduces new financial frameworks for asset management, offering guidance on equity performance and portfolio diversification in a structurally high-inflation environment.