EU-China relations
Geopolitics
Macro
Europe’s China Pivot: Brussels Arms Regulators While Companies Dig In
The EU is weaponizing trade defenses and investment screens against China, but European firms are expanding operations there—a strategic contradiction with steep macroeconomic stakes.
Geopolitics
Macro
China threatens EU retaliation as Brussels expands trade restrictions
Beijing's control over critical minerals and manufacturing supply chains gives it asymmetric leverage as Europe accelerates regulatory assertiveness on EVs, semiconductors, and cybersecurity.