Jennifer Welch - Bloomberg

Jennifer Welch is the Chief Geoeconomics Analyst for Bloomberg Economics. She previously served as the director for China and Taiwan on the US National Security Council under the Biden and Trump Administrations, and as the advisor to Vice Presidents Harris and Pence on Asia and the Pacific. She is based in Washington, D.C.

@ThatJennieWelch

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North Atlantic Treaty Organization Summit Opening Day

Balance of Power

NATO Confronts Its Doomsday Scenario

The last thing the world wants to contemplate in the wake of the US-Iran military showdown is a Russian attack on NATO.

The Big Take

Putin Going to War With NATO Would Cost World $1.5 Trillion

The NATO chief says Russia may be ready for an attack on eastern Europe within five years. Bloomberg Economics ran the numbers on what that would mean.

The Big Take

Lo que Trump planea para Ucrania es una carga de US$3 billones para los aliados europeos

Sea cual sea el objetivo que el presidente de EE.UU. decida para Ucrania, una cosa está clara: Europa no está preparada para asumir su enorme parte de la carga.

Economics

Higher Fences for Trade Will Mean More Debt And Slower Growth

How three scenarios for international cooperation—from a second Cold War to a return of go-go globalization—would change the world economy.

Economics

War With North Korea Would Kill Millions, Cost World $4 Trillion

South Korea is a semiconductor factory built on top of a geopolitical fault line. War is a very low probability. If it does break out, the human and economic cost would be devastating

Printing of the Apple Daily Newspaper Following U.S. Election

The Big Take

In Trump-Biden Rematch, the Only Sure Loser Is China

Trump vows massive tariffs that could shrink US-China trade to practically nothing — and Biden has new restrictions ready to roll before election day

General Views of Taiwan's Offshore Outpost Kinmen Island

The Big Take

Xi, Biden and the $10 Trillion Cost of War Over Taiwan

Taiwan’s election highlights the potential for a conflict that would decimate the global economy.

War Sparked By Oct. 7 Attacks Enters Second Month

New Economy

Oil Shocks and Silicon Shortages—the High Cost of Geopolitics