Geopolitical tension is among the top market risks that are worrying investors in 2025. Eurasia Group founder and president Ian Bremmer joins Catalysts Co-Host Seana Smith and Madison Mills to discuss his expectations for US geopolitical relationships under President-elect Donald Trump.
"We do expect that the US-China relationship is going to break down from what has been a relationship of no trust under the Biden administration, but nonetheless a lot of effort to stabilize the relationship. Just in the last year, some 25 high-level bilateral channels [have been] established and regularly engaged in, from the economy to technology and climate to military relations," Bremmer says. "I expect those will mostly break down."
He adds that Trump "fully intends to put significant tariffs on China in the early weeks of his administration. I think we'll also see a significant tightening of export controls in technology and an expansion of areas of the economy that are seen to be relevant to national security and, therefore, should be decoupled."
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This post was written by Naomi Buchanan.