Global Scans · Trade · Weekly Summary

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WHAT'S NEXT?: Global trade policies could be upended with a new President in the White House, Brexit, a potential break-up of the European Union and China reacting to these changes in profound ways.

• [New] Continued pressure on the Chinese economy and potential U.S. tariffs could push USD / CNH higher. Fusion Markets | Low Cost Forex Broker
• [New] Gold prices have surged in early 2025 - driven by fears of tariffs, geopolitical tensions, and central bank buying. Fusion Markets | Low Cost Forex Broker
• [New] Given Japan's relatively stable policy outlook and Europe's tariff risk, going short EUR / JPY remains a key trade. Fusion Markets | Low Cost Forex Broker
• [New] Global economic growth will slow to 2.6% in 2025, down from 2.9% in 2024, as global trade and investment face growing pressure from financial volatility and geopolitical uncertainty. UN News
• [New] Global trade growth is expected to moderate from 4.2% in 2025 to 2.3% in 2026 as the full effects of tariffs weigh on investment and consumption. The Globe and Mail
• [New] Geopolitical factors influence competition, as regions like California, Turkey, and South Africa dominate production, creating both opportunities and vulnerabilities based on climate, trade policies, and regulatory alignment. Market Data Forecast
• [New] The full impact of recent tariff escalations will be more acutely felt, with global goods trade growth expected to slow significantly to around 0.5% in 2026. FinancialContent
• [New] The three-way North American trade pact will undergo a formal review process in 2026, six years after it superseded NAFTA. Mexico News Daily
• RCEP drives digital integration and trade efficiency, while U.S. tariff rollbacks boost India's export potential, though risks persist from global financial conditions and policy uncertainties. Ainvest
• Investors are urged to prioritize India and Southeast Asia for capital reallocation, leveraging RCEP benefits and domestic reforms despite risks like U.S. tariffs and uneven FDI performance. Ainvest

Last updated: 04 December 2025