Power Shifts

NATO is dead


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I discuss the recent exchange between Trump and Zelensky in the Oval Office, highlighting the implications for US foreign policy and global business.

I am extremely concerned over the shift in America's stance towards Ukraine and NATO, and the US move towards a more transactional and isolationist approach.

I also explore the potential consequences for international relations and the business landscape, emphasizing the need for companies to adapt to a rapidly changing geopolitical environment.


Takeaways

  • The US can no longer be relied upon as a staunch ally for NATO members.
  • Russia and China stand to benefit from the US's changing foreign policy.
  • Businesses must adapt to rising geopolitical risks and uncertainties.
  • Political risk monitoring is essential for companies operating internationally.
  • The fragmentation of global markets is likely to increase due to protectionism.
  • Supply chains will need to be reconfigured for resilience in a volatile environment.
  • Climate change efforts may suffer due to geopolitical tensions.
  • C-suites must integrate geopolitical risk into their decision-making processes.
...more
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Power ShiftsBy Joseph Lavoie