Featured analysis

Why 2024 will be a big year for positive economic statecraft

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
Why 2024 will be a big year for positive economic statecraft

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
Why 2024 will be a big year for positive economic statecraft

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

COMMENTARY & ANALYSIS

Econographics deep dives

Special sections that go inside the Chinese economy, the evolution of sanctions, and the future of money.

 

Sinographs

In-depth analysis of economic and financial trends in the Chinese economy.

Fintech frontlines

Research and analysis on the intersection of technology and policy developments in finance.

Global sanctions dashboard

Monthly analysis of global sanctions regimes—highlighting new listings, delistings, and the motivations behind these changes.

Latest analysis

Econographics

Mar 9, 2022

Beyond oil, natural gas, and wheat: The commodity shock of Russia-Ukraine crisis

By Amin Mohseni-Cheraghlou

The impact of Russia-Ukraine crisis on the global economy is much broader than oil, natural gas, and wheat. The commodity shock of the crisis and the resulting supply chain disruptions in many strategic industries threatens the global economic recovery and the fight against inflation.

Economic Sanctions Economy & Business

EconoGraphics

Mar 7, 2022

Global Sanctions Dashboard: Special Russia edition

By Julia Friedlander, Maia Nikoladze, Charles Lichfield, Ananya Kumar and Castellum.AI

Sanctioning Russian Central Bank, cutting Russia off SWIFT, and Russia’s options for sanction-proofing its economy.

Belarus Conflict

Econographics

Mar 1, 2022

A Report Card on China’s Central Bank Digital Currency: the e-CNY

By Ananya Kumar

China’s CBDC, the e-CNY debuted at the world stage during the Olympic Games. Here’s what we know so far.

China Cybersecurity

Econographics

Feb 28, 2022

What about inflation and the Russia-Ukraine crisis?

By Amin Mohseni-Cheraghlou

The Russia’s invasion of Ukraine is rattling the global economy and markets.

Economic Sanctions Economy & Business
Dollar Plaza Accord

Econographics

Feb 18, 2022

Russia and China: Partners in dedollarization

By Mrugank Bhusari, Maia Nikoladze

Russia has virtually stopped receiving Dollars for its exports to China. Does the US have reason to be concerned?

China Economic Sanctions

Econographics

Feb 17, 2022

The path forward on the US-China technology competition

By Clete R. Willems

2022 will be a key inflection point for trade and technology policy. Congress will decide how to proceed with China competitiveness legislation, the Administration will be finalizing the its Indo-Pacific trade agenda, and both will assess concerns about the size and activity of large US technology platforms. Democrats and Republicans should depoliticize these issues and consider their policy choices through the lens of strengthening US economic and technological competitiveness with China.

China Defense Technologies

Econographics

Feb 9, 2022

US fiscal policy must be ready for the return of secular stagnation

By Jeff Goldstein

In the years ahead the United States will likely move past current inflation challenges and will once again be battling secular stagnation.

Economy & Business Fiscal and Structural Reform

EconoGraphics

Feb 6, 2022

Global Sanctions Dashboard: Groundhog edition

By Julia Friedlander, Michael Albanese, Maia Nikoladze and Castellum.AI

Who sanctions Russia and why, Colombia’s narcotics trafficking, Iran’s balancing act, and Chinese military sanctions.

Belarus China

Econographics

Feb 3, 2022

Foreign Direct Product Rule: Is Russia the next Huawei?

By Annie Froehlich

In response to Russia activity in Ukraine the US is considering deploying a Russia-focused Foreign Direct Product Rule (FDPR). If such a rule is implemented, it could cripple Russia’s ability to source critical items produced from US-origin technology.

Defense Technologies Economic Sanctions

Econographics

Jan 31, 2022

Ukraine and Dollar Weaponization

By George Pearkes

America has responded to Russian aggression with an unconventional weapon: the dollar.

Economic Sanctions Economy & Business
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Content

Grain market in Africa with sellers

Econographics

Feb 1, 2024

Why 2024 will be a big year for positive economic statecraft

By Nicole Goldin

As geopolitics cast a shadow on the global economy, leaders are looking to build resilience, advance inclusive growth, and promote stability and security. Three January events already showcase that these positive economic statecraft (PES) approaches are clearly in effect this year.

Fiscal and Structural Reform Inclusive Growth

Econographics

Feb 1, 2024

Is China decelerating or recovering?

By Daniel Rosen

Rhodium Group predicts a modest recovery for China in 2024, a contrast to previous deceleration, contingent on Beijing's structural reforms and credible policy shifts.

China Economy & Business

Econographics

Jan 25, 2024

Expect Chinese economic retaliation against Taiwan after the DPP’s presidential victory

By Hung Tran

Economic coercion will allow China to increase pressure on Taiwan without directly confronting the US and leave significant leeway to calibrate trade measures.

China Economic Sanctions
Mumbai economy with skyscrapers in the distance

Econographics

Jan 24, 2024

The advanced consumer economy driving India’s ascent

By Josh Lipsky, Sophia Busch

By 2030, India could become the world's third-largest economy. Here's how the rise of powerful consumers within the country is creating a massive new domestic and international market.

India International Markets
Dedollorization and RMB internationalization

Econographics

Jan 22, 2024

Dedollarization is not just geopolitics, economic fundamentals matter

By Niels Graham, Hung Tran

Geopolitical explanations have dominated recent analysis on dedollorization. While it is certainly a key factor, macroeconomics matter as well. US interest rates and a rising dollar are encouraging other countries to search for alternatives.

Brazil China

Econographics

Jan 19, 2024

The IMF’s perspective on CBDCs

By Tobias Adrian

Tobias Adrian outlines the IMF's view on CBDCs' potential for payment systems, financial inclusion, and cross-border payments, emphasizing innovation and collaboration for effective implementation.

Digital Currencies Digital Policy
China, In the center of the capital in a new commercial building construction

Econographics

Jan 10, 2024

China’s local government debts are coming due

By Jeremy Mark

China's economic slowdown brings local government debts into sharp focus, threatening infrastructure and social services.

China Economy & Business
The view of boats on the red Sea.

Econographics

Jan 8, 2024

The long shadow of the Red Sea shipping disruption

By Alex Mills

Recent attacks on shipping moving through the red sea have exposed broader risks around international maritime commerce. Policy makers must use this wake-up call to build a more resilient international shipping ecosystem.

East Africa Economy & Business

Econographics

Jan 3, 2024

Five under-the-radar economic trends that could define 2024

By Josh Lipsky, Sophia Busch

We picked five under-the-radar trends that will matter for the global economy in 2024. Each shows the potential weak spots in the global economy alongside the forces that could stabilize growth.

China Economy & Business
Building with EU flags

Econographics

Dec 19, 2023

Three next steps for the EU’s approach to economic security

By Elmar Hellendoorn

The EU’s Strategy on Economic Security, published this summer, was the first official effort to present a more coherent view on the European policy approach at the intersection of economics and geopolitics. In the end, however, the EU's approach to economic security can only be successful if it is tied to Europe's long-term political objectives.

Economic Sanctions European Union
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