Transatlantic Forum on GeoEconomics

From the China shock to the breakdown of free trade, any assessment of the US-EU trade agreement and the future of transatlantic trade hinges on understanding the leverage that both parties brought to Scotland.

Electric mobility is designed to change our understanding of mobility. There is no doubt that electric mobility will exactly do that, eventually. In the meantime, recent developments have not corresponded to the public’s and industry’s expectations.

When it comes to European defense spending, Germany can and should be the first mover. By leveraging private capital, the 5% NATO spending target can be seized as an opportunity to avert deindustrialization.

The US and EU share AI ambitions but diverge on regulation, risking a fractured Western front. Nowhere is this tension sharper than in financial services, where details matter most.

For the economic tumult that the dollar has faced over the last eighty years, its political foundations have remained steadfast—until now. As the political order on which the dollar system rests grows creaky, dollar preeminence is also looking wobbly.

The contours of the second Trump administration’s trade and exchange rate policies are becoming clearer. Economic policies have now become inextricably linked with US foreign policy priorities, including the role of the dollar.