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

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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
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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
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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

Jul 13, 2022

Ukraine needs more international support

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

As the war in Ukraine becomes severely protracted, the international community by advancing Ukraine’s proposed roadmap to end the war and clarifying its economic policies in response to Russian aggression.

Economy & Business European Union

Econographics

Jul 13, 2022

Emerging markets need new engines of growth

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

External tailwinds such as trade, interest rates, and commodity prices propelled emerging market growth throughout the 2000s. However, as the global macroeconomic backdrop shifts these conditions are increasingly becoming headwind risks.

Economy & Business Macroeconomics

EconoGraphics

Jun 30, 2022

Global Sanctions Dashboard: Russia default and China secondary sanctions

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Charles Lichfield, Maia Nikoladze and Castellum.AI</span>

Russia's default on sovereign debt; EU oil ban; China secondary sanctions threat; Middle Eastern illicit networks

China East Asia

Diversity, Equity, and Inclusion

Jun 29, 2022

Trouble for Emerging Markets could spell trouble for all

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Jeff Goldstein</span>

With emerging markets in a difficult position, they should be encouraged to use capital controls in some circumstances, develop more effective debt resolution programs, and acquire funds from advanced economies and international financial institutions.

Economy & Business Financial Regulation

Econographics

Jun 17, 2022

Where do the “fence-sitters” sit on trade with Russia?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Josh Lipsky, Sophia Busch</span>

At least in terms of trade, seemingly neutral countries aren’t enabling Russia as much as their public positions might suggest.

China Economy & Business

Econographics

Jun 17, 2022

The Fed has regained the initiative, but at a cost

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

The Fed may well have been right in taking forceful actions now to fight inflation after failing to control it, but such actions add to the challenges experienced by economies around the world.

Economy & Business Financial Regulation

Econographics

Jun 13, 2022

Quasi-state financial institutions and the Bretton Woods: A case for collaboration?

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

The emergence of new regional entities in global finance means the Bretton Woods Institutions are no longer the sole flag-bearers of economic development and financial stability.

Africa Americas

Econographics

May 25, 2022

A new type of global recession

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

For the first time, it's China's pronounced slowdown which could be the single largest factor in creating a global recession.

Americas China

Econographics

May 16, 2022

Trade facilitation and the Indo-Pacific Economic Framework

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

At the end of May, US President Joe Biden is expected to formally launch the Indo-Pacific Economic Framework (IPEF). The framework is the United States’ first attempt to create a large-scale, multilateral, Asia-focused economic strategy since 2017. For the framework to achieve broad participation, trade facilitation ought be a key component.

Economy & Business Indo-Pacific

EconoGraphics

May 9, 2022

Deploying QT – The Fed readies its new tool to fight inflation

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Ole Moehr</span>

June 1 onwards, the Fed will begin to reduce the size of its balance sheet, i.e., conduct quantitative tightening. But how does QT work, what are its goals, and are there potential risks of the policy?

Economy & Business Europe & Eurasia
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Content

Econographics

Jun 7, 2023

<strong>Three challenges in cryptocurrency regulation</strong>

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Greg Brownstein</span>

Cryptocurrency regulators around the world face multiple challenges. They must protect customers and put in place safeguards to prevent the next FTX-style collapse, all while coordinating across diverse jurisdictions.

Digital Currencies Economy & Business

Econographics

Jun 5, 2023

Investors have been “de-risking” from China for years

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Jeremy Mark</span>

The bottomline from Washington is clear: putting money in China is going to become riskier, and de-risking is only going to become more commonplace.

China Economy & Business

Econographics

Jun 2, 2023

Only 11 percent of finance ministers and central bank governors are women

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Jessie Yin</span>

Some of the most powerful economic institutions in the world are led by women at the moment, but their success hasn’t translated to broad representation. Structural barriers continue to prevent many women from reaching top roles in finance and economics.

Economy & Business Inclusive Growth

Econographics

May 25, 2023

Global Sanctions Dashboard: US and G7 allies target Russia’s evasion and procurement networks

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Kimberly Donovan, Maia Nikoladze, Benjamin Mossberg and Castellum.AI</span>

Tackling export controls circumvention by Russia; the enforcement and effectiveness of the oil price cap; the failure of the US sanctions policy towards Sudan, and how to fix it.

Africa Europe & Eurasia
Sunset at the Treasury Department

Econographics

May 23, 2023

There is no alternative to US Treasuries

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

In the wake of a US default, investors searching for safe assets may have no viable alternative to US Treasuries.

China Economy & Business

Econographics

May 19, 2023

<strong>Can FedNow bring the US closer to real-time payments?</strong>

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Piret Loone</span>

This year, the US will launch its FedNow instant payment network. But even after FedNow launches, the US will still have a ways to go before consumers can access instantaneous digital payments.

Economy & Business Financial Regulation

Econographics

May 15, 2023

The US debt ceiling stalemate threatens money market funds—and financial stability

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

Money markets would be the first to react to a debt ceiling breach, heightening market turmoil at the wrong time and helping to raise the odds of a severe recession.

Economy & Business Financial Regulation

Econographics

May 10, 2023

What is the G7 still exporting to Russia? 

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

One year into the Russia's invasion G7 nations continue to export nearly $5B a month to Moscow. A new proposal by the US at the G7 could greatly reduce this.

Economy & Business European Union

Econographics

May 8, 2023

<strong>Japan’s monetary trilemma is a warning to the world</strong>

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Mark Siegel</span>

High inflation, high levels of debt, and uncertain financial stability - Washington, London, Brussels, Frankfurt and beyond have much to learn from Tokyo's experience.

Economy & Business Financial Regulation

Econographics

May 1, 2023

Russia Sanctions Database: May 2023

Explore featured insight part of the May 2023 edition of Atlantic Council's Russia Sanctions Database.

Russia Ukraine
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