BlackRock has updated its Geopolitical Risk Dashboard, placing the U.S.-China competition for AI dominance as a top-tier systemic threat alongside active military conflicts. The BlackRock Geopolitical Risk Indicator uses machine learning models and neural networks to analyze financial news and quantify potential market impact. Three interlocking risk factors were identified: the Iran conflict, U.S.-China technology rivalry, and the growing government prioritization of national security. This evolution reflects a structural shift toward fragmentation in global markets, with supply chains transitioning from just-in-time efficiency to just-in-case redundancy.
Source: Read the original article
