The Blue Wave signals significant voter frustration with cost of living and inflation, giving Congress a mandate to prioritize affordability and cost-reduction measures. Economically, the rapid build-out of AI data centers is creating localized stress, driving up skilled labor wages and straining resources, while also facing constraints from power grids and potential local regulatory backlash. Policymakers must manage this 'sequencing issue'—addressing rising costs before full productivity gains from AI can materialize—and anticipate shifts in global data center infrastructure as the market matures.
The Broken Economic Order
English Summary
The CFR report, "The Broken Economic Order," argues that the U.S. will inherit a fundamentally altered global economic system following the disruptions caused by the Trump administration’s policies. Key evidence points to enduring trends like increased strategic dependencies (particularly on China for critical materials), the weaponization of economic coercion by major powers, and the rise of state intervention in economies. This shift, accelerated by globalization and recent crises, has eroded trust in institutions like the IMF and WTO, and fundamentally altered the relationship between economic and national security. Consequently, the next U.S. administration must adopt a realistic, state-driven strategy acknowledging a permanently changed global landscape.
中文摘要
《美國戰略論叢》(CFR) 的報告《破裂的經濟秩序》(The Broken Economic Order) 認為，由於川普政府政策帶來的干擾，美國將面臨一個根基上被改變的全球經濟體系。 主要證據表明，存在著持久的趨勢，例如戰略依賴的增加（特別是依賴中國獲取關鍵材料）、主要大國利用經濟施壓的武器化，以及國家在經濟中干預的作用日益擴大。 這種轉變，在多巴胺全球化和近期危機的加速影響下，削弱了對國際貨幣基金會 (IMF) 和世界貿易組織 (WTO) 等機構的信任，並徹底改變了經濟與國家安全之間的關係。 因此，下一個美國政府必須採取一種現實主義、以國家為導向的戰略，承認一個永久性地改變的全球格局。
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