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Author:Kallen, Cody 

Discussion Paper
How is Geopolitical Fragmentation Reshaping U.S. Foreign Direct Investment?

With the rise of geopolitical tensions, public commentary and new research have raised concerns about the reallocation of economic activities along geopolitical lines. Early evidence suggests that trade patterns, supply chains, and investment are shifting away from China and toward alternative countries.
FEDS Notes , Paper 2025-04-10

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