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supply chains

​An employee checks filled capsules inside a Cadila Pharmaceutical company manufacturing unit at Dholka town on the outskirts of Ahmedabad, India, April 12, 2025.
GZERO North

Pharma manufacturers face tariff uncertainty

Donald Trump’s administration announced that it is opening investigations into pharmaceutical and semiconductor supply chains, which will likely result in tariffs that will hurt suppliers in Europe, India, and Canada.

​US President Donald Trump attends a bilateral meeting with China's President Xi Jinping during the G20 leaders summit in Osaka, Japan, June 29, 2019.
What We're Watching

China vows retaliation as US tariffs take effect

With the Trump administration’s reciprocal tariffs taking effect on Wednesday, the US’s largest trading partner, China, has signaled that it is not backing down from a trade war.

Longshoremen carry signs and demonstrate to make their voices heard outside Red Hook Terminal in Brooklyn, New York, on Oct. 2, 2024.
GZERO North

Port workers strike fear in consumers and Dems

The heavily integrated nature of the US and Canadian economies means a strike by 45,000 members of the International Longshoreman’s Association – involving workers at 36 ports along the East and Gulf coasts – is being watched closely by politicians south and north of the border.

A commuter Seabus passes idle shipping cranes towering over stacked containers during a strike by dock workers at Canada's busiest port of Vancouver, British Columbia.
GZERO North

Canadian dock workers to go back to work, but UPS strike still on

No one wants a throwback to late 2021-style inflation supercharged by broken supply chains.

Abstact collage depicting food insecurity
Living Beyond Borders Podcasts

Episode 8: Global food (in)security

Listen: Following shortages that came out of the COVID pandemic as well as the war in Ukraine, the dual food problems of affordability and availability persist. While temporary impacts may be waning, the experts also discuss the longer-term impacts of the global food production system on the environment and what will - or won't - be sustainable going forward, including the food system's massive dependence on fossil fuels. In the latest episode of Living Beyond Borders, Peter Ceretti, Director of Global Macro Geo Strategy at Eurasia Group, Harlin Singh, Global Head of Sustainable Investing, and Malcolm Spittler, Global Investment Strategist, and Senior US Economist, both at Citi Global Wealth Investments, discuss the latest causes and ripple effects of food shortages around the globe.

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Living Beyond Borders Podcasts

Episode 5: Energy transition today

Listen: Where does the energy transition to renewable fuels stand globally, after setbacks from the pandemic and geopolitical instability? In the latest episode of the Living Beyond Borders podcast, our experts discuss the increasing need for energy security being a big driver for renewable energy in regions like Europe, how the war in Ukraine is still affecting energy markets, and what kinds of investments need to happen in technology and infrastructure to realize more sustainable and cleaner energy globally.

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Living Beyond Borders Podcasts

Episode 4: Broken (supply) chains

Listen: "Other than the impacts of the pandemic, which are easing, and from Russia/Ukraine, I'd say that the greatest risk to global supply chains today and moving forward will likely be from the U.S. China relationship, and the movement towards selective decoupling," says Jon Lang, Director for Trade and Supply Chains at Eurasia Group. In the latest episode of Living Beyond Borders, Lang is joined by Charlie Reinhard, Head of Investment Strategy for North America at Citi Global Wealth Investments, to discuss how global supply chains have largely adapted to and moved on from changes that occurred during the global pandemic.

The great supply chain squeeze
Living Beyond Borders Articles

The Graphic Truth: The great supply chain squeeze

The pandemic sent global supply chains into a tizzy. Then, just as economies were embarking on their post-COVID economic recoveries, Russia invaded Ukraine, upending the global grain trade and sending supply chains spiraling further. Supply chain frictions have a lot of unintended consequences: Brexit-related supply chain issues made it hard for some Brits to get their hands on a pint of beer, while China’s punitive zero-COVID policy drove the auto industry – among others – into a full-blown crisis. We take a look at the Global Supply Chain Index from 2000-2022 along with key global economic milestones.

Future-proofing: How we fix broken supply chains
Living Beyond Borders Podcasts

Episode 7: Future-proofing: How we fix broken supply chains

Listen: “Envision supply chains like a strand of Christmas lights. If one light goes out, then the whole strand will stop working,” said Eurasia Group’s Christina Huguet. On the latest episode of Living Beyond Borders, we’re talking about the moment those lights went out—as the COVID-19 pandemic took hold and disrupted shipping, manufacturing, and labor all at once—and what it will take more than two years later to turn those lights back on and create more resilient global supply chains.

Will stagflation make a comeback?
News

Will stagflation make a comeback?

Russia's war in Ukraine and China's zero-COVID policy have raised fears of stagnant global economic growth coupled with high inflation.