Global Economic Reshaping: Growth Divergence, Inflation Resilience, and Structural Challenges for Monetary Policy Under Geopolitical Shocks
The current global economy is undergoing a structural reshaping due to geopolitical shocks, energy price fluctuations, and trade protectionism. Growth expectations are slowing in developed economies, while emerging markets are showing differentiated resilience. The drivers of inflation are shifting from the demand side to the supply side, forcing central banks in various countries to face complex policy choices when dealing with inflation and economic recession risks. In the long term, the paradigm shift in the economy will revolve around productivity gains driven by AI and the regional restructuring of global supply chains.