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

Two credit downgrades in the US are a much-needed warning 

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
Two credit downgrades in the US are a much-needed warning 

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
Two credit downgrades in the US are a much-needed warning 

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

Feb 24, 2026

The European Central Bank’s next president may decide the fate of the digital euro

By Alisha Chhangani, Jacopo Pastorelli

The four frontrunners don't oppose the digital euro, but their positions differ on pace, framing, and the risks they're most concerned about.

Digital Currencies Economy & Business

Econographics

Feb 20, 2026

To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

By Hung Tran

Policymakers and investors should actively incentivize laggard firms to adopt productivity-enhancing practices and technologies.

Economy & Business Europe & Eurasia

Econographics

Feb 12, 2026

Despite US exemptions, the show goes on for a global minimum corporate tax

By Jeff Goldstein

The United States may have carved out protections for its multinationals, but the global minimum tax continues to move forward. With more than sixty-five countries implementing the OECD framework, policymakers are betting imperfect progress will prevent a relapse into corporate tax competition.

Economy & Business Europe & Eurasia

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

Econographics

Feb 6, 2026

Iran can still normalize its economy—but the path will be painful and slow

By Bart Piasecki

Iran’s inflation crisis is driven by persistent exchange‑rate instability, entrenched fiscal dominance, and international sanctions. Despite these structural challenges, there remains a clear—but difficult—path toward economic normalization.

Dollar Dominance Economy & Business

Econographics

Feb 4, 2026

What the data shows—and doesn’t show—about the future of the dollar

By Hung Tran

Is there genuine demand to “sell America,” or does the recent dollar weakness fall within historical fluctuations? More data will be needed to answer that question.

Dollar Dominance Economy & Business

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

Econographics

Jan 28, 2026

China’s property slump deepens—and threatens more than the housing sector

By Jeremy Mark

China's property sector slump is in its fifth year, with no end in sight. This poses real risks to the banking system and the country's financial stability.

China Economy & Business

Econographics

Jan 26, 2026

Africa enters 2026 facing a debt crisis. The answer lies in regional solutions.

By Juliet Lancey

The solution to debt crises in African nations lies in global and regional cooperation.

Africa Financial Regulation

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
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Content

Econographics

Aug 15, 2023

Two credit downgrades in the US are a much-needed warning 

By Hung Tran

Fitch's decision to downgrade US long-term credit ratings is another warning sign. Neither the complacency of markets nor the forced optimism of officials reflects the seriousness of rating agencies’ concerns with the US economy.

Economy & Business Fiscal and Structural Reform

Econographics

Aug 3, 2023

Southern Europe is the continent’s new economic growth engine

By Sophia Busch and Phillip Meng

The Eurozone returned to growth in the second quarter of 2023. Yet this modest success story has not applied to everyone. Southern Europe’s major economies are driving European economic growth, thanks to roaring tourism and demand for services and luxury goods.

Economy & Business Europe & Eurasia

Econographics

Jul 31, 2023

China isn’t the only Asian country expanding its trade with Africa

By Phillip Meng

When it comes to Asia-Africa trade, many think of China first. But Beijing is not the only country growing ties. South Korea has accelerated trade, investment, and development initiatives—expanding trading volumes significantly.

Africa China

Econographics

Jul 27, 2023

The G20 still hasn’t made a breakthrough on sovereign debt restructuring

By Hung Tran

The G20's recent meeting failed to make progress on sovereign debt restructuring, disappointing low and middle-income countries. Zambia's deal favored China's preferences, revealing the challenges in establishing an equitable framework for debt relief.

Africa China

Econographics

Jul 19, 2023

Global Sanctions Dashboard: Sanctions alone won’t stop the Wagner Group 

By Kimberly Donovan, Maia Nikoladze, and Ryan Murphy

Existing sanctions against the Wagner Group, limitations around enforcing them, and what more Western allies can do to counter Wagner's influence in Africa.

Africa Europe & Eurasia

Econographics

Jul 12, 2023

Progress on debt restructuring provides a glimmer of hope for developing countries

By Jeremy Mark and Vasuki Shastry

As government and private-sector creditors finally take steps to restructure debt, questions remain over their readiness to meaningfully reduce debt burdens.

Africa China

Econographics

Jun 27, 2023

Lessons from the Paris Summit for a New Global Financing Pact

By Hung Tran

Dressing up concrete measures as parts of a “new global financial architecture” risks conflating them with the geopolitical conflict about the future of the current world order.

China Economy & Business

Econographics

Jun 21, 2023

How ESG investing can better serve sustainable development

By Nisha Narayanan

2022 revealed several roadblocks preventing ESG from contributing to sustainable development. To change course, more clarity and agreement from both private data providers and from regulators is necessary.

Economy & Business Financial Regulation

Econographics

Jun 19, 2023

China is losing Eastern Europe

By Sona Muzikarova

Eastern Europe was once touted as China’s economic ‘gateway to Europe,’ but China's failure to condemn the Russian invasion of Ukraine has put strain on the relationship.

China Eastern Europe

Econographics

Jun 16, 2023

<strong>What the EU’s economic security strategy needs to achieve</strong>

By Elmar Hellendoorn

The Commission must balance members' economic relations with China and simultaneously coax them toward a more “realpolitik” view of the world. None of that will be easy.

China Economy & Business
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