The global economic agenda is shifting focus from full decoupling toward a more balanced approach—something we're seeing reflected in recent policy discussions. Rather than severing ties, major economies are gravitating toward prudent de-risking strategies that maintain economic connectivity while reducing vulnerability.

One critical piece gaining traction? Fixing global supply chains, particularly around critical minerals. Think about it: secure access to essential raw materials isn't just an economic issue—it shapes trade relationships, manufacturing capabilities, and ultimately, how financial markets move.

This pivot toward supply chain resilience over isolationism could have ripple effects across markets. When governments prioritize strategic interdependence over complete separation, it affects everything from commodity prices to capital flows. For those tracking macro trends, this shift represents a more nuanced approach to economic sovereignty—countries are learning that smart risk management beats blunt instruments.