Featured analysis

Trading geopolitics: The US-Chinese capital markets

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
Trading geopolitics: The US-Chinese capital markets

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
Trading geopolitics: The US-Chinese capital markets

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

BYD electric vehicles

Econographics

May 23, 2024

Biden’s electric vehicle tariff strategy needs a united front

By Sophia Busch, Josh Lipsky

President Biden has announced 100 percent tariffs on Chinese electric vehicles. The challenge is developing a united strategy with G7 allies.

China Economy & Business

Sinographs

May 22, 2024

There’s less to China’s housing bailout than meets the eye

By Jeremy Mark

Beijing’s property measures are a drop in the ocean

China Economy & Business

Econographics

May 21, 2024

The Euro’s share of international transactions is likely smaller than it looks 

By Hung Tran

And the renminbi’s is larger.

China Economy & Business

Econographics

May 21, 2024

Russia Sanctions Database: May 2024

By Kimberly Donovan, Maia Nikoladze, Ryan Murphy, and Alessandra Magazzino

The Atlantic Council’s Russia Sanctions Database tracks the restrictive economic measures Western allies have placed on Russia and evaluates whether these measures are successful in achieving the stated objectives.

China East Asia

Fintech Frontlines

May 14, 2024

What to do about ransomware payments

By Carole House

And why payment bans alone aren’t sufficient.

Artificial Intelligence Cybersecurity

Econographics

May 8, 2024

‘Creative solutions’ with Russia’s immobilized assets must rise to the challenge Ukraine now faces

By Oleg Dunda

$280 billion of Russian reserves can be used more strategically–without crossing red lines–to get funding to Ukraine.

Economic Sanctions International Financial Institutions

Econographics

May 7, 2024

The Enrico Letta Report and the state of the EU’s Capital Market Union

By Hung Tran

The Letta report emphasizes transforming the EU’s fragmented markets by prioritizing harmonization over new financial products, but achieving this requires a significant and sustained effort.

Economy & Business Europe & Eurasia
Central bank building with gate

Econographics

May 2, 2024

Understanding the plan to create a $50 billion Ukraine bond from Russia’s blocked assets

By Charles Lichfield, Mrugank Bhusari

The United States is pushing the G7 to consider a sovereign loan of $50 billion to Ukraine which would be repaid using the interest income on blocked Russian assets. Where does this $50 billion figure come from?

Economic Sanctions Russia

Econographics

May 1, 2024

How to improve the technical skill of the US national security workforce

By Lesley Chavkin, Eitan Danon, and Sigal Mandelker

We cannot expect to compete on the world stage without equipping the US civil service with the skills and experience needed to understand and harness the technological trends that will define the future. But if we want our best and brightest—our most ambitious and innovative—women and men to pursue federal service, we have to do a better job of proactively making the case why.

Economy & Business Future of Work

Econographics

Apr 30, 2024

The yen’s travails in an era of geopolitical rivalry

By Hung Tran

In an era marked by geopolitical tensions, the yen’s depreciation underscores the broader economic fallout from a persistently strong dollar and rising US interest rates.

Economy & Business Indo-Pacific
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Content

Econographics

Aug 3, 2022

Trading geopolitics: The US-Chinese capital markets

By Elmar Hellendoorn

Increased Chinese-Western capital market integration is just one scenario. Instead, ”strong decoupling” or “muddling through” may prove more likely.

China Economy & Business

Econographics

Aug 2, 2022

The global slowdown: Why Sub-Saharan Africa is so important

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

The global community, with the leadership of the IMF and the World Bank, needs to focus on Sub-Saharan Africa. While the population in countries that have moved into the high-income and upper middle-income categories are now aging rapidly, Sub-Saharan Africa is home to one of the world’s youngest population structure. In addition to lifting hundreds of millions of people out of poverty in this region, sustained and inclusive growth over the next two decades in Sub-Saharan Africa could contribute to the growth in the global economy.

Africa Economy & Business

Econographics

Jul 28, 2022

Keeping everyone in the club: How sanctions complicate the Bretton Woods Institutions’ job

By Mrugank Bhusari, Maia Nikoladze, Amin Mohseni-Cheraghlou

With a voting majority at the Bretton Woods Institutions, the G7 and EU can collectively ask the institutions to comply with their sanctions. This is complicating the IMF and World Bank's functions.

Economic Sanctions Economy & Business

Econographics

Jul 28, 2022

When does an economy enter recession?

By Charles Lichfield, Sophia Busch

US GDP growth was negative for two consecutive quarters, fulfilling textbook definitions of a recession. Regardless of definition, this period of contraction is different from previous periods with a much tighter labor market.

Economy & Business International Markets

Econographics

Jul 26, 2022

Slow growth exacerbates China’s financial stability risks

By Hung Tran

China's slowing growth, if left unchecked, will threaten its small- and medium-sized banks. This "Achilles' heel" of its banking system will be further weakened by spreading problems in the property sector.

China Economy & Business

Econographics

Jul 14, 2022

The Euro at parity with the USD: Implications for the global economy

By Hung Tran

The difficult challenges facing the Euro Area and actions taken to calm inflation in the US make it difficult for the EA and other countries to undertake their own policy measures to counter the looming stagflation and recession threats.

Economy & Business Europe & Eurasia

Econographics

Jul 13, 2022

Ukraine needs more international support

By Hung Tran and Charles Dallara

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.

Economic Sanctions Economy & Business

Econographics

Jul 13, 2022

Emerging markets need new engines of growth

By Niels Graham

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 Charles Lichfield, Maia Nikoladze and Castellum.AI

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 Jeff Goldstein

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
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