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Econographics

Jan 31, 2025

Mexican cartels as foreign terrorist organizations: Impact on US businesses

By Samantha Sultoon

Should the Trump administration choose to use the FTO designation on major Mexican cartels, it may have impacts that have not been fully evaluated.

Americas Economic Sanctions

Econographics

Jan 30, 2025

US economic outlook 2025: It’s the productivity, stupid!

By Hung Tran

The range of forecasts for US economic growth in 2025 is unusually wide. Productivity is going to be a major reason for slow or strong growth prospects.

Economy & Business Macroeconomics

Sinographs

Jan 29, 2025

Is DeepSeek a proof of concept?

By Jessie Yin

Understanding how Deepseek emerged from China’s innovation landscape can better equip the US to confront China’s ambitions for global technology leadership.

Artificial Intelligence China

Econographics

Jan 28, 2025

The 2025 crypto policy landscape: Looming EU and US divergences?

By Hung Tran, Barbara C. Matthews

High level regulatory and policy alignment is possible. Divergences, heated rhetoric, and drama are inevitable.

Digital Currencies Economy & Business

Econographics

Jan 23, 2025

What is next for crypto regulation in the US?

By Ananya Kumar

What does success on the regulatory front actually look like? What does it mean for the rest of the world? We dive into the dozen bills under consideration in Congress and zoom in on the three big themes for crypto regulation in 2025.

Digital Currencies Digital Policy

Sinographs

Jan 16, 2025

China’s economic performance: New numbers, same overstatement

By Daniel H. Rosen and Jeremy Smith

Is China’s economic slowdown more severe than reflected in official data? Here’s a cheat sheet for looking at actual economic performance in 2024 and 2025.

China Economy & Business

Econographics

Dec 20, 2024

A policy blueprint for the Trump administration’s outbound investment screening regime

By Kit Conklin

As the Trump administration enters its second term, addressing economic and military threats posed by the People’s Republic of China (PRC) will remain a cornerstone of its foreign policy and legislative agenda. One area primed for action is the expansion of outbound investment restrictions targeting companies and securities associated with the PRC’s military.

Americas China

New Atlanticist

Dec 16, 2024

Once again, China pushes for economic stimulus, hoping for a different result

By Jeremy Mark

Chinese leader Xi Jinping continues to adopt stimulus measures that fail to confront the country’s structural economic challenges.

China Economy & Business
G20 Summit in Rio

Econographics

Nov 27, 2024

Divided COP29 and G20 Summits: A taste of things to come

By Hung Tran

President-Elect Trump’s “America First” approach is already raising concerns at the G20 and COP29.

Brazil Climate Change & Climate Action

Econographics

Nov 22, 2024

Sanctions expectations in a second Trump administration

By Daniel Tannebaum

Sanctions are poised to remain a cornerstone of US foreign policy under a second Trump administration. With a focus on Iran, Russia, and potentially China, Trump’s team may lean on tools like secondary sanctions while navigating a tense geopolitical environment.

China Economic Sanctions

Content

Stablecoins

Fintech Frontlines

Jul 8, 2025

Stablecoins are trending, but what frictions and risks are getting overlooked?

By Ashley Lannquist

Stablecoin usage is complex for consumers, and large-scale adoption could introduce new challenges for financial stability and regulatory oversight.

Digital Currencies Economy & Business

Econographics

Jul 7, 2025

Building BRICS

By Bart Piasecki

Fifteen years after its founding, BRICS has evolved into a formidable counterweight to Western dominance in global economic governance. Yet despite its growing influence, the bloc’s ability to translate bold rhetoric into concrete results remains uncertain.

Brazil China

Econographics

Jun 23, 2025

From trade wars to capital wars: Section 899 could rattle global capital markets

By John Satory

Section 899 of the One Big Beautiful Bill Act plans to tax certain foreign investors, testing investor confidence in America's financial leadership and market stability.

Economy & Business Financial Regulation

Econographics

Jun 19, 2025

Hawks vs. doves: The split between the Fed and the ECB

By Bart Piasecki

While the ECB signals an end to its rate-cutting cycle, the Fed hesitates. This article explores the macroeconomic and policy reasons behind it.

Economy & Business European Union

Econographics

Jun 17, 2025

Anonymous shell companies pose a threat to US national security. Here is how to address it.

By Julie Brinn Siegel

On March 26, the Department of the Treasury scrapped critical federal rules that would have made most anonymous shell companies illegal. The rules would also have prevented them from being abused by drug cartels, human traffickers, foreign adversaries like Iran and China, terrorist groups, and other bad actors.

China Economy & Business

Econographics

Jun 12, 2025

The objectives of transatlantic financial services regulation and the future of international cooperation

By Matthew L. Ekberg

Much has been written in recent weeks about heightened geopolitical tensions and the impact of policy changes concerning international trade on global markets. Less has been said about the growing shift in focus on both sides of the Atlantic—and across the English Channel—on the next stage of development for financial services regulation.

Economy & Business European Union

Econographics

Jun 6, 2025

The search for safe assets

By Hung Tran

The deterioration of the US fiscal outlook has put international investors, especially foreign central banks, in a quandary. There is no good alternative to US Treasuries as safe reserve assets.

Economy & Business Europe & Eurasia

Sinographs

Jun 2, 2025

Hong Kong highlights China’s policy of decoupling from US financial markets

By Jeremy Mark

The political benefits of an international financial center with Chinese characteristics will outweigh the pain that decoupling inflicts on China’s private sector.

China Economy & Business

Econographics

May 29, 2025

After partial relief, what’s next for Syria sanctions?

By Alex Zerden

Syria remains a high-risk jurisdiction due to years of conflict, endemic corruption, state institution collapse, narcotrafficking of captagon, insufficient anti-money laundering efforts, and inadequate financing of terrorism controls.

Economic Sanctions Economy & Business

Econographics

May 27, 2025

Dispatch from London: Engaging Trump without alienating the rest

By Josh Lipsky, Charles Lichfield

The GeoEconomics team traveled across the pond for a series of meetings and events to determine if the recent US-UK trade deal could be a template for other countries seeking accords with the United States.

Economy & Business International Markets