Not my base case, but wondering what stocks/investments would benefit if EU and China decide to work closer together, isolating the US.
Would all global equities just be repriced lower? Would certain countries/industries benefit more, on a relative basis? Would the dollar collapse?
Finally, if tariffs lead to a significant contraction, and there is a spike in social/political instability in the US (riots, impeachment and/or secession talks), what would you want to be invested in to ride that out?
Very gloom and doom post, I know.