Globalization is being fundamentally reshaped by geopolitical tensions, making it increasingly important for companies to understand geoeconomic shifts and their business impact. The Deloitte Geoeconomic Index combines data across trade, finance and geopolitics to track shifts in international connections. Building on this data, we identify five key trends that define the evolving global landscape, with a special focus on the role of Europe and its future partnerships.
Global Level of connections across phases: Linkages peaked before the financial crisis and show a downward trend today
The cooperative international order of the early 21st century is increasingly giving way to geopolitical tensions, military conflicts and bloc building. These shifts directly impact businesses, which must now navigate investment restrictions, protectionism and tariffs. As a result, supply chains and trade corridors are set to evolve in increasingly complex ways.
The Deloitte Geoeconomic Dynamics Index offers a comprehensive and multidimensional view of these shifts by combining measures for international connections across trade, finance and geopolitics on a highly granular level. Here, we leverage the over 59 million datapoints of the index to address four core questions:
Businesses need to actively anticipate the impact of the ongoing geoeconomic shifts to build resilience and gain a competitive advantage in the rapidly shifting global marketplace.
Dr. Alexander Börsch
Chief Economist & Director Research
The convergence of politics and economics presents a pressing challenge for companies. To navigate complex geoeconomic dynamics, build resilience, and maintain competitiveness, businesses must adopt a long-term, geopolitically informed strategy.
Dr. Timo Walter
Associate Manager | Economics
twalter@deloitte.de
Samuel Günther
Senior | Economics
samguenther@deloitte.de