Strategic Faultlines

EuroAtlantic’s briefing for leaders who move first. We track the fractures reshaping commerce—from Brussels to Riyadh to Singapore—and decode what they mean for investment, policy, and power.

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  • Strategic Realignment and Implications for Europe & Central Europe, with a Special Focus on Hungary

    Europe is entering a period of “forced multipolarity,” where strategic choices are narrowing and costs are rising. Three broad paths are emerging: ✓ Strategic Alignment with the U.S.Guarantees defense under NATO and secures access to North American markets. However, it compromises Europe’s strategic autonomy and leaves it vulnerable to U.S. domestic political volatility. ✓ Hedging…

  • Europe at a Crossroads: Strategic Implications for GCC Investors

    Europe is not in decline—it is in strategic transformation. For Gulf Cooperation Council (GCC) investors, this is not a time for retreat but for recalibration. The old playbook of passive capital no longer applies. Today’s landscape demands strategic engagement: politically aware, sector-specific, and diplomatically aligned.

  • Tariff Tsunami: Inflation, Global Realignment, and the Fracturing of Economic Trust

    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…

  • Tariff Domino: Europe’s Dilemma, America’s Reset, China’s Playbook

    President Trump’s recent tariff declaration marks more than a trade disruption—it signals a long-term structural shift in global economic alignment. The initial shock has given way to broader strategic responses: retaliatory measures, legal escalation, new trade corridors, and market realignment. Power and production are no longer centered on a single model of globalization.

  • Tariffs, Recession Risks & Strategic Reordering

    President Trump has triggered a systemic global trade shock.The Biden administration initially kept Trump-era tariffs primarily intact, but with Trump’s return, the ‘Liberation Day’ tariff regime marks a radical expansion—with clear geo-economic objectives driven by the re-industrialization of the US economy: Rebuild U.S. industrial power, weaponize trade policy, and reassert economic sovereignty.