April 26, 2024
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Biden 2.0: National security and investment themes
In contrast to my Trump 2.0 note, the implications of a second Biden administration can largely be boiled down to four words: “more of the same.” In sum, this means a continued US industrial and foreign policy focus on “protection and promotion” of key strategic sectors, a deepening focus on coordinating these actions with allies across Europe and the Indo-Pacific, and an acceleration of coordinated national security actions through institutionalized channels (NATO, the QUAD, AUKUS, US-Japan-Republic of Korea alliance, etc.).
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