Trump Is Undoing the Global World Order, Bremmer Says

Watch on YouTube ↗  |  January 08, 2026 at 17:04  |  12:45  |  Bloomberg Markets
Speakers
Ian Bremmer — President and Founder, Eurasia Group

Summary

Ian Bremmer tells Bloomberg's Francine Lacqua that the US is undoing its own global order and entering a political revolution under Trump. He argues tariffs will be less central in 2026 as Trump shifts toward military force and the Monroe Doctrine, with Venezuela, Greenland, Russia/Ukraine and China all affected. Bremmer says US-China conflict is not a 2026 risk, China is ahead in the power infrastructure needed for AI, and China's deflation/export surplus remains a global problem. He also highlights Europe's vulnerability and water stress as a rising risk.

  • Bremmer says the US is undoing its own global order and undergoing a political revolution.
  • He expects tariffs to be less central in 2026 as legal and affordability pressures build.
  • Trump is shifting toward military force and a Monroe Doctrine approach in the Western Hemisphere.
  • Bremmer says US-China conflict is unlikely in 2026 despite tensions.
  • China is investing heavily in AI power/electricity infrastructure while facing deflation and export-surplus issues.
  • Europe and NATO face maximum vulnerability over Greenland and weak governments.
  • Water stress and weaponization is a rising top-ten global risk.
Ideas
Ian Bremmer President and Founder, Eurasia Group 9:36
China leads AI power infrastructure buildout.
Bremmer argues that China is investing more than anyone else in becoming an 'electro state' and building the electric/power infrastructure that will fuel AI. While China is fast-following the US in large language models, he says it is well ahead in the technologies that will power AI and is exporting them globally. This leaves China better positioned to gain influence around the world, including in America's backyard, supporting a long China and Chinese AI/power-infrastructure theme.
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This Bloomberg Markets video, published January 08, 2026, features Ian Bremmer discussing FXI, Chinese AI power/electricity infrastructure. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Ian Bremmer  · Tickers: FXI, Chinese AI power/electricity infrastructure