Ibec Global

Dive deeper into the full PulsePoint for comprehensive data, insights, and trends: www.ibec.ie/ibec-global/...

#GlobalEconomy #Geoeconomics #Trade #Investment #FDI #Inflation #BusinessLeadership #IbecGlobalPulsePoint #GDPGrowth #LabourMarket #FinancialConditions #Trade #IbecGlobal

(6/6)

➡ Strategic Signal: From coordination to fragmentation: global trade enters a new phase of managed competition.

Explore this month’s Quick Reference Snapshot for a concise two-page overview with charts and key takeaways below.

(5/6)

➡ Trade tension returns: New US tariffs reset the tone for global trade; “deals” ease escalation but don’t deliver certainty.
➡ Greenfield FDI surges: $1.3 trillion announced globally despite volatility.

(4/6)

In this month’s PulsePoint:

➡ Growth slows: OECD forecasts 2.9% global GDP growth in 2025, with sharper declines in major economies.
➡ Inflation splits: UK edges up to 3.6%, while China slips into mild deflation (-0.1%).

(3/6)

From the reintroduction of sweeping US tariffs to diverging inflation paths across major economies, July’s trends and early August’s developments point to a global economy at a delicate crossroads.

(2/6)

Global macro insights for the month ahead: what business leaders need to watch.

(1/6)

➡📖 READ our Global Compass titled 'Cracking the Code: Unlocking Competitiveness in a Complex Geopolitical Matrix' here: www.ibec.ie/ibec-global/...

(16/16)

The Bottom Line: The global economy is being redrawn and not by market forces alone. It is being shaped by shifting power, rival models, and new strategic alliances. Those who spot the signals early and position accordingly won’t just reduce risk, they will unlock advantage.

(15/16)

For firms and investors alike, that means reassessing exposure, tracking regulatory divergence, and embedding political intelligence into core decision-making.

(14/16)

Whether in digital policy, climate-linked regulation, or industrial realignment, political risk is not just background noise, it is the environment itself.

(13/16)

This isn’t a temporary shift, it’s structural. Businesses now operate in a world where market access, technology partnerships, and even capital flows are filtered through a lens of political intent.

(12/16)

3. Political Risk Is Repricing Strategy: From strategic subsidies to the extraterritorial reach of regulation, governments are becoming more assertive actors in shaping economic outcomes.

(11/16)

The implications are global. From Europe to Asia, governments and multinationals are being forced to navigate politicised trade frameworks, recalibrate supply chains, and negotiate market access in an environment where alignment increasingly matters as much as efficiency.

(10/16)

It is a tool of geopolitical leverage. Proposed tariffs reaching up to 70% on industrial imports and the threat of pharmaceutical duties (though delayed for now), signal the use of trade measures to reshape production and pressure partners.

(9/16)

➡ 2. Trade Alignment Is Replacing Trade Liberalisation: The US decision to extend its pause on sweeping reciprocal tariffs until 1 August highlights a broader trend that trade is no longer a neutral platform.

(8/16)

What’s forming isn’t just a geopolitical club. It is the potential foundation of a parallel system that could fragment global flows, standards, and influence.

(7/16)

These are still early-stage efforts, but if they hold, they could evolve into tangible alternatives to dollar-based trade and finance norms.

(6/16)

Three Signals to Watch:

➡ 1. Blocs Are Becoming Systems: At the BRICS summit, political statements grabbed headlines but behind them, the bloc is making moves towards practical cooperation, from developing alternative payment systems to launching bloc-level climate finance initiatives.

(5/16)

For global business leaders and investors, these are not side stories, they are signals of a new operating environment where agility, alignment, and strategic foresight will increasingly define competitiveness.

(4/16)

We’re seeing early signs of a deeper shift in a reorganisation of global power, away from multilateralism and towards flexible blocs, competing standards, and politically shaped economic zones.

(3/16)

From the BRICS summit in Rio to the shifting status of key US tariff exemptions, this week’s events may point to more than diplomatic theatre.

(2/16)

Power Is Reorganising: What This Week’s Global Developments Could Mean for Business and Investors

(1/16)

➡ Access the full Global PulsePoint here: ibec.ie/ibec-global/...

⬇ See our latest Global PulsePoint briefing below.

#GlobalEconomy #FinancialConditions #Productivity #LabourMarket #Trade #IbecGlobal

In the latest update to our Global PulsePoint, we see persistent inflationary pressures and uneven recovery trajectories across regions as global economic growth continues to slow.

As we analysed in our recent Global Compass, it is truly time to “Make Defence Everyone’s Business”.

📖➡ Read our Global Compass here: www.ibec.ie/ibec-global/...

#GlobalBusiness #BusinessLeadership #NATO #Defence #Security

(10/10)

Capturing these opportunities requires anticipation and clear direction, from the public and private sector. Businesses will need to navigate new standards, align with emerging priorities, and engage early to capture gains.

(9/10)

➡ 3. Foresight and strategy remain top needs: As governments hardwire security into economic strategy, new frameworks are opening up for critical infrastructure, cybersecurity, and dual-use innovation.

(8/10)

Countries are using partnerships within defence to advance technological edge, secure supply chains, and diversify diplomatic leverage. Defence policy is no longer confined to hard power; it’s a platform for strategic positioning across sectors and regions.

(7/10)

➡ 2. Tailored leverage in a competitive era: As Europe pivots to these bespoke defence pacts that complement traditional alliances, implications go beyond security and embrace broader agendas like competitiveness.

(6/10)

These moves reflect a recalibration of how Europe projects influence, and shares capabilities as traditional frameworks becomes less certain.

(5/10)