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.

Featured analysis

Housing costs are slowing down the US climate transition

Econographics Feb 10, 2026

China’s warning on US Treasuries—and why its timing matters

By Jeremy Mark, Josh Lipsky

Beijing has joined the conversation on the dollar. It was leaked this week that Chinese regulators have been urging domestic financial institutions to cut back on US Treasuries, and this timing is no coincidence.
China Dollar Dominance
Housing costs are slowing down the US climate transition

Econographics Feb 4, 2026

Understanding the vibe shift on the dollar

By Daniel McDowell, Bart Piasecki, Jessie Yin

Gold prices surged to record highs last week, driven by trade tensions, tariffs, and dollar uncertainty. For some, the rally signals rising skepticism about the greenback’s stability—even as policymakers insist the US remains committed to a strong dollar.
Dollar Dominance Economy & Business
Housing costs are slowing down the US climate transition

Econographics Jan 22, 2026

When will Wall Street’s tolerance for uncertainty run out?

By Jessie Yin, Josh Lipsky

In a decade of geoeconomic shocks, few events have truly shaken investor confidence. But Wall Street may be too complacent to political volatility.
Economy & Business Macroeconomics

Latest analysis

EconoGraphics

Jun 23, 2015

How Does Greece’s Recovery Compare to Other IMF Bailouts?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business and Economics</span>

As showdown talks over Greece take place in Europe this week, a quick examination of the recent history of bailouts is valuable.

Economy & Business Eurozone

EconoGraphics

Jun 16, 2015

Does ISDS Tip the Scales in Favor of Investors?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business and Economics</span>

Looking at over 400 cases that have been decided through 2014, the rate of success for US and EU investors is 30% and 34%, respectively. Foreign states win against US claimants 42% of the time, and 36% of the time against EU-based firms, with the remainder being settled.

Economy & Business European Union

EconoGraphics

Jun 9, 2015

Where Do Trillion-Dollar Asset Managers Hail From?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business and Economics</span>

Of the 16 investment firms in the world that hold more than $1 trillion in assets, the US leads with 12 representatives, including well-known firms like BlackRock, Vanguard Group, and the asset management arms of Goldman Sachs and Bank of New York Mellon.

Economy & Business France

EconoGraphics

Jun 2, 2015

How big is the opportunity to increase US exports in the Transpacific Partnership?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics</span>

Data from 2014 shows that while American exports to the 11 other TPP nations totaled more than half a trillion dollars in absolute terms, there remains considerable room for improvement in relative terms

Americas Australia

EconoGraphics

May 26, 2015

Who Will Finance Ukraine?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics Program </span>

Ukraine's economic stability is uncertain as the conflict with Russia endures. Alongside the negative impacts to growth, exports, and investment, the level of Ukraine's debts are especially worrisome.

Economy & Business Europe & Eurasia

EconoGraphics

May 20, 2015

Who’s Buying European Companies?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics</span>

Who is purchasing European companies? Looking at the five biggest foreign acquisitions of European corporates since 2011 shows that the US are the biggest buyers by a considerable margin, with the China, Hong Kong, Brazil, and Japan following behind.

Brazil China

EconoGraphics

May 12, 2015

Two Decades of Sovereign Debt

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics</span>

Sovereign default is considered to be a rare event. But as the lessons of the past two decades show, they are far from extraordinary. According to the IMF, the main sovereign debt restructurings from the period spanning 1998 – 2010 totaled $117.6 billion. When Greece’s 2012 default is added to that sum, it means that […]

Economy & Business Fiscal and Structural Reform

EconoGraphics

May 5, 2015

Creating the Digital Single Market

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics Program </span>

European E-Commerce is still largely confined within national borders.

Economy & Business Europe & Eurasia

EconoGraphics

Apr 28, 2015

Do Sanctions Work After All?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics</span>

International Relations scholars disagree about whether economic sanctions are an effective tool to coerce countries to follow a certain course of action.

Economy & Business Europe & Eurasia

EconoGraphics

Apr 21, 2015

Exit, or Voice?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Global Business & Economics</span>

In March, the UK, Germany, Italy, and France decided to join the China-led Asian Infrastructure Investment Bank (AIIB), shocking the Obama administration.

Brazil China
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Content

Econographics

Mar 26, 2024

Housing costs are slowing down the US climate transition

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Joseph Webster</span>

The US housing shortage has profound economic consequences. Less discussed is the fact that it is slowing down the US climate transition.

Energy Transitions Financial Regulation
World Bank-IMF Meeting in Marrakesh

Econographics

Mar 25, 2024

Making Africa a top priority for Bretton Woods Institutions

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Amin Mohseni-Cheraghlou</span>

With deeper engagement of Bretton Woods institutions, African economies can seize the moment and become the engine of global growth.

Africa Fiscal and Structural Reform
Blue Globe viewing from space at night with connections between cities

Econographics

Mar 20, 2024

Global Sanctions Dashboard: How Hamas raises, uses, and moves money

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Kimberly Donovan, Maia Nikoladze, Ryan Murphy, and Alessandra Magazzino</span>

How Hamas raises, uses, and moves money; How sanctions are used to counter Hamas and combat the financing of terrorism; Where governments align and diverge in their approaches to combat this activity.

European Union Financial Regulation

Econographics

Mar 14, 2024

CBDCs will need to work across borders. Here are the models exploring how to do it

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Ananya Kumar</span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Alisha Chhangani</span>

These innovative models reflect a clear realization in the both the public and private sector— as CBDCs become a part of the financial landscape, there needs to be a mechanism to interchange them across borders.

Digital Currencies Economy & Business

Econographics

Mar 12, 2024

Stalled growth in the UK, Germany, and Japan darken global economic outlook

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Josh Lipsky and Alisha Chhangani</span>

The world's two largest economies won't be able to generate enough growth for the UK, Germany, and Japan—it is going to have to happen from within.

Economy & Business Fiscal and Structural Reform

Econographics

Mar 8, 2024

How banking regulations affect US foreign policy

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Charles Lichfield</span>

Economics, finance, and national security overlap. Obvious areas include sanctions and trade policy. But US foreign policymaker are now also expected to develop some knowledge of critical minerals . Banking regulations may seem a step too far, but they too carry foreign policy implications.

Economy & Business Europe & Eurasia

Econographics

Mar 7, 2024

Unpacking China’s 2024 growth target and economic agenda

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Hung Tran</span>

At the opening of China’s National People’s Congress (NPC) Premier Li Quang delivered his first Government Work Report, setting the key economic and social policies and targets for this year.

China Economy & Business

Econographics

Mar 1, 2024

Climate, drought, and the disrupted future of global trade

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Amin Mohseni-Cheraghlou, Sophia Busch</span>

Climate change threatens the efficient functioning of waterways, canals, and seaports—and therefore is a major threat to global trade.

Climate Change & Climate Action Economy & Business

Econographics

Feb 27, 2024

Future-proofing the World Trade Organization

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Penny Naas</span>

During the WTO's 13th Ministerial Conference in Abu Dhabi, ministers must make progress on the WTO's negotiations and dispute settlement processes.

China Economy & Business

Econographics

Feb 22, 2024

Chinese exports have replaced the EU as the lifeline of Russia’s economy

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Niels Graham</span>

Two years after the initial invasion, Russia’s imports have stabilized. New industrial and consumer exports from from China have replaced trade from the US, EU, and G7.

China Economy & Business
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