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Econographics

Sep 18, 2023

How Germany’s security strategy incorporates economic resilience

By Hung Tran

The National Security Strategy represents a step forward for Germany, but highlights how difficult “integrated security” can be.

China Economy & Business

Econographics

Aug 31, 2023

Indonesia’s economy will surpass Russia’s sooner than expected. Here’s what that says about the global economy.

By Josh Lipsky, Niels Graham

In 2026, Indonesia is expected to surpass Russia to become the world’s sixth largest economy

Economy & Business Fiscal and Structural Reform

Econographics

Aug 25, 2023

Understanding the growing use of local currencies in cross-border payments

By Hung Tran

Local currencies don’t threaten the dollar, but they’re changing how payments are made around the world.

China Economy & Business

Econographics

Aug 23, 2023

What Brazil’s “multipolar” foreign policy means for the Bretton Woods institutions

By Jack Tapay-Cueva and David Dong

The BWIs must address the evolving attitudes of countries like Brazil to maintain their relevance in an ever-changing global order.

Brazil China

Econographics

Aug 17, 2023

The Chinese economy’s moment of macro weakness—in charts

By Niels Graham

The Chinese economy is weakening as seen through indicators related to its property and manufacturing sectors, unemployment, inflation, and trade.

China Economy & Business

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 Economic Sanctions

Content

Econographics

Jan 23, 2023

Russian finance pivots east

By Niels Graham

Starting in 2014 and accelerating after Russia's invasion of Ukraine, Moscow launched a financial pivot toward China. While it initially worked for both countries, economic stress in China as well as the risk of overreliance on Beijing may hinder its future success

China Economic Sanctions

EconoGraphics

Jan 14, 2023

Global Economic Events Calendar

By GeoEconomics Center

The Global Economic Events Calendar tracks key central bank meetings, major data releases, and significant international economic and political events

Economy & Business

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