The IMF-World Bank spring meetings in Washington, DC highlighted a world in flux, with shifting spheres of influence and the questioning of US exceptionalism. As tariffs and fiscal uncertainty cloud the US outlook, global investors are rethinking their exposure and emerging markets are showing surprising resilience.

to read our key takeaways on geoeconomic regime change, the evolving role of the US dollar, and what lies ahead for policymakers and markets.

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