GeoEconomics Commentary & Analysis

We offer real-time analysis and commentary on a range of economic issues including international trade, economic sanctions, the European economy, and inclusive growth.

Podcast

May 22, 2026

What did the Trump-Xi summit actually achieve?

By the GeoEconomics Center

After months of anticipation, US President Donald Trump and Chinese President Xi Jinping finally met in Beijing. But beyond a few concrete announcements—including a Chinese pledge to buy two hundred Boeing jets—the summit raised more questions than it answered. Together with Melanie Hart, senior director of the Atlantic Council’s Global China Hub, Josh and Jessie unpack what actually came out of the meeting: from purchase commitments and assurances around critical minerals to Trump’s controversial comments on Taiwan.

Testimony

May 21, 2026

Carole House testifies to House Financial Services Committee on modernizing illicit finance frameworks for the twenty-first century

By Carole House

Carole House testified to the House Committee on Financial Services Subcommittee on National Security, Illicit Finance, and International Financial Institutions at a hearing titled, “Modernizing the BSA for Financial Crime in the 21st Century."

Digital Currencies Economy & Business

Econographics

May 20, 2026

The global push for local-currency cross-border payments is intensifying

By Hung Tran

More than one hundred countries now operate instant payment systems, and growing efforts to link them are reshaping how cross-border transactions get settled in local currencies.

Digital Currencies Dollar Dominance

Fast Thinking

May 15, 2026

What did Trump and Xi accomplish?

By Atlantic Council

On Friday, the US president concluded talks with his counterpart from China, soaring away in Air Force One after two days of meetings and ceremonies. Our experts shed light on the outcomes.

China Security & Defense

Econographics

May 12, 2026

The IMF’s policy advice needs a louder voice

By Martin Mühleisen

At a time of energy shocks and trade tensions, the IMF’s surveillance work is more relevant than ever. Yet its challenge remains influence: can the Fund move from rigorous analysis to public-facing policy advice?

Economy & Business International Financial Institutions

Econographics

May 7, 2026

As the Trump-Xi summit draws closer, trade uncertainty still looms large

By Jessie Yin

What China and the United States manage to agree on in Beijing on key export controls or purchase agreements will significantly shape the Trump administration’s approach to rebuilding its tariff wall.

China Economy & Business

Podcast

May 5, 2026

Are we headed toward a US-China trade showdown?

By the GeoEconomics Center

With US President Donald Trump’s visit to Beijing less than two weeks away, Josh and Jessie sit down with the Wall Street Journal’s chief China correspondent, Lingling Wei, to break down what issues will shape the agenda: from the Iran war to Washington’s push for “rules of origin,” which could fundamentally reshape trade relations. They also dig into the backroom drama of past high-level visits, including shouting matches and fistfights.

Podcast

May 1, 2026

The IEA’s Fatih Birol on ‘the greatest energy security threat in history’

By The Atlantic Council

The war in Iran continues with no clear end in sight, fueling economic turbulence and concerns of a global energy crisis. International Energy Agency Executive Director Fatih Birol spoke at an AC Front Page event on April 13th, and argued the conflict is the greatest energy security threat in history. He warned that oil prices will soon “converge” with the on-the-ground reality, knocking the global economy further into disarray.

Economy & Business European Union

Econographics

Apr 29, 2026

What swap, Gulf?

By Charles Lichfield and Maxamillian Rajaobelina-Phipps

Amidst the chaos of the conflict in the Middle East, there’s been a buzz around offering dollar currency swaps to allies. Those have traditionally been the territory of central banks, but this time around, Treasury is taking the lead.

Economy & Business

Econographics

Apr 22, 2026

In renegotiating the USMCA, Mexico should neither rush nor stall

By Phil Lovegren, Ernesto Stein

With the USMCA under review, Mexico faces a delicate balance: rushing risks economic harm, but delay brings uncertainty—making patience a viable fallback strategy.

Economy & Business Financial Regulation
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