Thoughtful Money with Adam Taggart "Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every
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Feb 12, 2026 
Michael Every, global strategist at Rabobank known for forecasting the shift from globalization to neo-mercantilism. He breaks down the remaking of the liberal world order, why Japan’s election matters, U.S. reindustrialization and hemispheric strategy, Taiwan’s strategic role, and how neo‑mercantilist policies reshape trade, capital and global alliances.
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Japan’s Election Victory Filled Opposition Seats
- Michael Every notes that Japan's LDP won so decisively they ran out of party-list candidates and had to hand seats to opposition.
- He uses this to underline the scale and historic nature of the victory.
Physical Integration Rewards Allies
- Integration of allies via physical investment will bind economies and military supply chains, rewarding aligned partners and penalizing outsiders.
- Canada flirting with China risks economic marginalization unless it remains integrated with the U.S. system.
Europe’s Future Is Deeply Uncertain
- Europe is split between Merkel‑style mercantilism and other mercantilist strains, making its future highly uncertain.
- Markets may remain detached from underlying political and economic fragility for a time, but risks persist.