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The Global Order That China Doesn’t Want Us to Build

1. U.S. rejection of international order prompts new global economic alignments. 2. China promotes an alternative world order with India and Russia as allies. 3. New partnerships in trade and investment emerging from smaller nations. 4. The EU aims for collective strength against authoritarian blocs. 5. U.S. economy dominance challenged by potential multinational alliances.

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FAQ

Why Bearish?

Increased competition from emerging global partnerships may threaten U.S.-based markets, including SPY. Historical examples include the rise of the EU in the 2000s, which impacted U.S. stocks.

How important is it?

The article discusses broader economic trends and rivalries that directly influence SPY due to its reliance on global trade.

Why Long Term?

Structural shifts in global economic alliances will gradually influence SPY over time, affecting investor sentiment and market dynamics.

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