The 2025 tariff surge has evolved from a policy misjudgment to a clear signal of U.S. systemic decline. The Trump administration’s aggressive moves have disrupted trade flows and undermined confidence in the dollar, U.S. institutions, and the very architecture of global leadership. As the U.S. increasingly mirrors the volatility of an emerging market, China and the Gulf are repositioning with quiet confidence.
– The U.S. is priced as an emerging market: volatile, unreliable, and politically erratic.
– China maintains escalation dominance: control of supply chains, domestic buffers, and financial insulation.
– Stagflation risks intensify: price surges combined with supply constraints create macroeconomic gridlock.
– GCC and European actors respond via “corridor diplomacy”: creating new blocs and strategic leverage.
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EuroAtlantic Consulting (DIFC, Dubai, UAE) is a business development and strategic advisory firm proudly registered in the Dubai International Financial Centre (DIFC), a leading global hub for financial and professional services, governed by international standards and offering strategic access to capital markets across the Gulf and beyond.
At EuroAtlantic Consulting, we offer advisory support across the following domains:
- Geopolitical Risk & Trade Intelligence
- Strategic Corridor Positioning
- Policy Engagement & Economic Diplomacy
- Capital & Project Structuring
We act as your strategic radar, providing foresight to help navigate the evolving geopolitical landscape.