Featured analysis

What attacks in the Red Sea could mean for the global economy

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
What attacks in the Red Sea could mean for the global economy

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
What attacks in the Red Sea could mean for the global economy

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

Jan 9, 2023

Fed reverse repos hit a new record: An unhealthy development

By Hung Tran

The Fed’s large footprint in private short-term financial transactions will have largely negative implications for the US financial system and economy.

Economy & Business Macroeconomics

Econographics

Dec 15, 2022

A different monetary policy path in 2023

By Ole Moehr

Decisions and statements this week from the Fed, ECB, and the BOE tell us how they will each deploy tools at their disposal differently in 2023.

Economy & Business Europe & Eurasia

Econographics

Dec 8, 2022

The numbers that drove China’s Zero-COVID policy

By Niels Graham

China’s adherence to zero-COVID was primarily driven by poor vaccination rates among seniors and weak health care infrastructure. As the country opens, both factors remain key health risks.

China Coronavirus

Econographics

Nov 23, 2022

US-China competition after the US midterms and the CCP 20th Congress

By Hung Tran

For the first time since becoming President, Joe Biden met face-to-face with Secretary General Xi Jinping on November 14, 2022, at the outset of the G20 Summit in Bali, Indonesia. Against the backdrop of rising tensions between the two countries, the United States hoped it would “put a floor under the relationship.” But the recent […]

China Economy & Business

Econographics

Nov 17, 2022

Global Sanctions Dashboard: What’s coming in 2023?

By Charles Lichfield, Maia Nikoladze, and Castellum.AI

Fall sanctions against Russia and Iran; implications of US semiconductor export controls against China; projected sanctions trends in 2023.

China Economic Sanctions

Econographics

Nov 11, 2022

The target of limiting global warming to less than 1.5 degrees is practically dead. Why do emissions per capita matter?

By Amin Mohseni-Cheraghlou

Achieving the target to limit global warming to below 2, preferably 1.5 degrees Celsius, by the end of the century seems more unfeasible than ever. The reason is simple. The most critical of greenhouse gases have continuously risen in the past decade and CO2 emissions are only expected to grow more in 2022 and for the foreseeable future. COP27 needs to pave the path for a renewed international cooperative and enforceable framework to reduce global greenhouse gas emissions by the world’s top emitters both in absolute terms and in per capita terms.

Climate Change & Climate Action Economy & Business

Econographics

Nov 8, 2022

What US outbound investment screening means for Transatlantic relations

By Elmar Hellendoorn

Whether the EU follows through with new outbound investment controls and what those might look like will also depend on the evolution of American national security policy and transatlantic diplomacy.

China Economy & Business

Econographics

Oct 31, 2022

The global infrastructure financing gap: Where sovereign wealth funds and pension funds can play a role

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

Having more than $65 trillion in assets, institutional investors such as SWFs and pension funds are uniquely positioned to bridge low-income economies’ infrastructure financing gap in the coming decades. The Bretton Woods Institutions (BWI) can encourage investment in developing countries’ infrastructure through providing various guarantee and insurance mechanisms, thereby reducing risk for private investors.

Economy & Business Inclusive Growth

EconoGraphics

Oct 28, 2022

How the US compares to the world on unionization

By Jeff Goldstein

Explore how US unionization rates compare to other economies and what that means for US labor markets going forward.

Economy & Business Future of Work

EconoGraphics

Oct 24, 2022

Dual circulation in China: A progress report

By Hung Tran

Faced with a challenging international environment and hostile efforts by the United States to restrict China’s access to high technology and its products, China has adopted a dual circulation strategy to make its economy more balanced and resilient. Dual circulation means reducing the role of foreign trade in driving the Chinese economy while improving the quality of trade.

China Economy & Business
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Ships on Red Sea

Econographics

Dec 18, 2023

What attacks in the Red Sea could mean for the global economy

By Hung Tran

Recent missile attacks on ships in the Red Sea by Iran-backed Houthi rebels have escalated regional tensions and disrupted global trade. Large shipping companies are now avoiding the route, causing significant costs and delays, which is impacting the the already fragile economy.

Economy & Business International Markets

Econographics

Dec 11, 2023

China’s manufacturing overcapacity threatens global green goods trade

By Niels Graham

Chinese lending is exacerbating a growing glut in its green manufacturing sector. Beijing is increasingly looking abroad to absorb excess capacity. This may have devastating effects for the global trading system as economies move to protect their own domestic industry.

China Economy & Business

Econographics

Dec 7, 2023

Germany’s debt brake isn’t working

By Hung Tran

Germany’s coalition government was dealt a fiscal crisis when the country’s Constitutional Court ruled that repurposing €60 billion of unspent money from the pandemic emergency support facility to the Climate and Transformation Fund was unconstitutional.

Economy & Business Financial Regulation

Econographics

Dec 1, 2023

Financialization has increased economic fragility

By Hung Tran

Since the 1980s, financial activities and assets have played an increasingly dominant role in the global economy. At the same time, underlying economic activity as measured by global GDP has been growing more slowly. The result has been an ever-larger gap between the volume and value of financial activity relative to the real economy. And […]

Financial Regulation International Markets

Econographics

Nov 30, 2023

Geoeconomic fragmentation is threatening the green energy transition

By Amin Mohseni-Cheraghlou

The energy transition depends on trade—and on China. Geoeconomic fragmentation could impact global climate targets.

Africa China

Econographics

Nov 16, 2023

CBDCs will further fragment the global economy—and could threaten the dollar

By Hung Tran, Barbara C. Matthews

Divergent regulatory and technological standards are evolving along geopolitical fault lines. Such an outcome would be costly.

China Digital Currencies

Econographics

Nov 14, 2023

The economic implications of a federal government shutdown

By Niels Graham

For the third time this year, stalemate in Washington is again threatening the US economic outlook. If Congress is unable to agree on a funding bill by November 17, the federal government will be forced to halt most discretionary spending. Depending on its length and severity, this shutdown could rattle global bond markets, increase November […]

Economy & Business International Markets

Econographics

Nov 8, 2023

How digitalization can improve climate resilience in the Global South

By Camilla Valente and Saffiyah Coker

Digitalization offers a novel opportunity to build climate resilience if properly supported by the Bretton Woods Institutions.

Economy & Business International Financial Institutions

Econographics

Nov 7, 2023

What to expect from the Asia-Pacific Economic Cooperation forum

By Niels Graham

On November 15th US will host the Annual APEC Forum. There, the US is expected to make major announcements around its regional trade agreement, bilateral investment commitments, and a meeting with China's Xi Jinping.

Australia China
World with currencies

Econographics

Nov 6, 2023

Central bank digital currency evolution in 2023: From investigation to preparation

By Alisha Chhangani

Explore CBDC evolution in 2023, including key developments from central banks and what is next for the digital euro.

Digital Currencies Economy & Business
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