Should Beijing be pushed to let the renminbi rise?

Can currency diplomacy address the global imbalances that have featured on both the Group of 7 and Group of Twenty agendas this year? And can the US and the EU finally align their strategies to tackle China’s overcapacity? Brad Setser of the Council on Foreign Relations and Sander Tordoir of the Centre for European Reform join Jessie and Charles in Bangkok, Thailand, to discuss China’s trade surplus, the limits of currency policy, and who bears the cost of closing global imbalances.

Listen to The Guide to the Global Economy wherever you get podcasts

Guide to the Global Economy is your go-to podcast for navigating the increasingly busy intersection of global economics, finance, national security, and geopolitics. Through interviews with leading experts and behind-the-scenes insights from the Atlantic Council’s GeoEconomics Center, we break down the storylines that matter most for the global economy—from major news everyone’s talking about to developments few have noticed. These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

Guide to the Global Economy Podcast

These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

Econographics Oct 13, 2026

How the trade war with Canada is hitting US states—and could sway midterm elections

By Madeline Chalecki and Delnaz Ghadiali

Tariffs on both sides of the border have concentrated the financial burden on specific states and industries, bringing the trade war into some of the country’s most competitive political races.

Economy & Business North America

Econographics Aug 28, 2026

The G20 needs more carrots to rebalance away from China

By Barbara C. Matthews

Tariffs alone won’t fix global imbalances. The G20 should use economic “carrots” to de-risk from China without destabilizing it.

China Economy & Business

Econographics Aug 20, 2026

Faster, cheaper, safer? The G20 should address the tradeoffs in cross-border payments.

By Ruth Goodwin-Groen and Louis de Koker

The tensions between inclusion and speed on the one hand, and safety and security on the other, are becoming increasingly difficult to ignore

Economy & Business Financial Regulation

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

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Related Experts: Charles Lichfield and Jessie Yin

Image: A hand holds two overlapping 100-yuan RMB banknotes, showcasing their distinct serial numbers and vibrant design elements.