Comment / Where does a 'new global trade order' leave Europe's top four?

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Research 

“The Trump 2.0 trade policies are driving profound shifts in global trade, likely more impactful than those since the ’Tariff Era’ began in 2018,” wrote Societe Generale economists and strategists on 12 June*, examining the implications of a “new global trade order” and trying to identify leaders and laggards across multiple sectors on behalf of investors.

(*With added insights from analysts at Bernstein and Autonomous.)

For one thing, the Soc Gen team clearly believes that while global trade growth has ...