Philippe Dauba-Pantanacce, an economist and geopolitical strategist at Standard Chartered, writes some of the most insightful and succinct analysis on geopolitics across the sell side research space. We highlight his latest piece that looks at President Trump’s foreign policy stance two months on from his inauguration. It’s a good time to be reassessing this, given Trump’s meetings with Xi last weekend, and NATO Secretary General Jens Stoltenberg yesterday, and the recent air strikes on Syria. Some media outlets observe a major change in his pre-election rhetoric, but Dauba-Pantanacce sees more continuity than rupture, with a classic Republican hawkish bias, adding that there is no clear doctrine yet, Any of these apparent shifts are more of a reflection of competing government-institution influences. StanChart clients can view the full note via the research portal.