I had the privilege to discuss the pivotal role Alat | #TomorrowMadeBetter plays in shaping the future of sustainable manufacturing during my participation on the 'Trade in the Age of Deglobalization' panel at Milken Institute 2024.

Here's a glimpse of the key insights shared:

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▪️ With deglobalization trends on the rise, there arises a necessity for sovereign institutions to own neutral assets.

The US is close to imposing fresh #tariffs on Chinese electric vehicles, batteries, solar cells, and other related products.
When thinking of #deglobalization , most people tend to think about less #trade . However, the key point is that trade (of goods and services) will become…

📚Fun Trade Fact Friday📖
“Deglobalization” can be measured in terms of how intensively countries and regions use local or regional inputs in their production of final products.

#GOLD & #copper trending closer and closer

Deglobalization suggest not only gold but also strategic #Commodities may be 'monetized' as countries like #China would rather stockpile than buy US treasuries

Price models based purely on GDP growth no longer suffice... prices could…

Kenneth Cornholio Griffin sees a Fed rate cut in September or December. Keys in on deglobalization being the main reason for deflation 🔥

youtu.be/Rs9oIAOmmaE?fe…

reddit.com/r/Superstonk/s…

SPECIAL REPORT: 'DEGLOBALIZATION OF FINANCE' - MAY 11, 2024 (THE ECONOMIST)
The Economist (May 8, 2024): The ‘Deglobalization of Finance’ issue features 'Worlds apart' - The American-led financial order is giving way to a more divided one; The global financial system is in danger…

War and Deglobalization: Unveiling the Market's Cheap Secrets
#MarketInsights #WarAndDeglobalization #MarketAffordability #HiddenImpacts #CurrentAffairs #FutureImplications #ShroudedNews #UnveilingSecrets #EconomicAnalysis #GlobalTrends

Day 321
Stay Tuned! for our new article on #deglobalization and its impact on economies and industries. Visit us sdblognation.in (11th May 24) at 09:30 IST

I generally am a fan of the Economist.

But they (perhaps echoing the IMF?) made a common error in attributing the fall in FDI after 2017 to 'deglobalization'/ rising tensions with China

economist.com/special-report…

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The stability of China’s reported reserves is a real puzzle. Despite all the talk of deglobalization, China’s export surplus is actually at an all time high. China’s true current account surplus is likely larger than the $400 billion that China now officially reports

China’s AI Development Model in an Era of Technological Deglobalization ucigcc.org/publication/ch…

Despite these trends, there are not yet clear signs of deglobalization at the aggregate level. Since around the time of the global financial crisis, when the 1990s-hyper-globalization ended, the ratio of goods trade to GDP has been roughly stable, at around 45%.

The expanding global #wareconomy
#geopolitics #deglobalization #protectionism

At #MIGlobal All panelists in “Trade in the Age Of Deglobalization” refuted this notion. Amid rising #global #GDP forecasts John Hopkins Prof Henry Farrell notes that export controls is a new “weapon” but we will not return to Cold War era #trade ⁦Investors.com⁩

Divergent
Instability
Deglobalization
Unpredictability
Adapt
Agile
Resilient
Surprise
Direction — agnostic

#trendfollowing

China’s AI development model in an era of technological deglobalization
merics.org/en/report/chin…

On the topic of global talent, and remote work putting competitive pressure on digital US workers, here's an interesting thought:

What are the chances that we see a partial deglobalization of physical industries like manufacturing (a la Peter Ziehan), while simultaneously seeing…

And another deglobalization myth debunked:)

Read James' piece! Genuinely don't know many thinkers right in his specific niche who can think about geopolitics outside of the frame of team sports, and who take deglobalization seriously.