The headlines might feel scattered—but the patterns are clear. In this briefing-style episode, LAC unpacks the three macro themes shaping the business and policy landscape right now: domestic resilience, institutional realignment, and global economic fragmentation.

We cover:

- Trump’s February 2025 copper executive order and the national security case for reshoring supply chains

- DOJ investigations into university admissions—post-affirmative action politics and federal enforcement trends

- Goldman's 2025 economic outlook, including Trumponomics 2.0, tariff scenarios, and risks for Europe, China, and the dollar

- The valuation vulnerabilities of U.S. equities amid trade volatility and inflation cooling

- China's 5% growth push, deflation concerns, trade tensions, and manufacturing dominance

- The Belt & Road Initiative 2.0 and China's pivot to EVs, biotech, and quantum tech

- The evolving tariff landscape: April 2025 snapshot shows U.S. tariffs at 45%, China’s at 25%

- The real impact on U.S. businesses: abandoned freight, sourcing disruption, overcapacity concerns

- Long-term global trade shifts: from China+1 to multipolar supply chains and protective policy

This episode isn't just about policy—it's about positioning. Whether you're a founder, board member, or investor, this is your strategic readout for what’s moving beneath the surface in 2025.

📘 Explore the full blog post: Domestic Resilience Meets Global Complexity
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