Podcast

Remaking the world economy: America Perestroika and global trade

13 May 2026 11:00 RaboResearch

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Michael takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We explore what these changes mean for the global economy, why it is happening, and where the challenges and opportunities may lay for commodity producers in New Zealand and Australia.

Disclaimer

The information and opinions contained in this document are indicative and for discussion purposes only. No rights may be derived from any transactions described and/or commercial ideas contained in this document. This document is for information purposes only and is not, and should not be construed as, an offer, invitation or recommendation. Read more