Featured analysis

Latest analysis

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

Econographics

Jun 17, 2022

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

By Josh Lipsky, Sophia Busch

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

China Economic Sanctions

Econographics

Jun 17, 2022

The Fed has regained the initiative, but at a cost

By Hung Tran

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 Amin Mohseni-Cheraghlou

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 Josh Lipsky

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

Americas China

Content

Econographics

Apr 11, 2022

Democratic challenges at Bretton Woods Institutions

By Amin Mohseni-Cheraghlou

Voting quotas at Bretton Woods Institutions continue reflecting the 1944 power structure, despite significant changes to the global economy.

Africa Americas

Econographics

Mar 25, 2022

Beijing’s message to financial markets: We’re listening

By Daniel H. Rosen, Logan Wright

Chinese markets are in flux as they react to a domestic COVID outbreak, defaults by Chinese property developers, regulatory crackdowns against Chinese firms, and rising political risk associated with China’s alignment with Russia. The recent statement from the Financial Stability and Development Committee aims to stabilize this.

China Economy & Business

Econographics

Mar 24, 2022

Can one statement fundamentally calm market volatility in China?

By Victor Shih

On March 16th China's Financial Stability and Development

China Economy & Business

Econographics

Mar 22, 2022

Putin’s invasion of Ukraine threatens a global wheat crisis 

By Niels Graham and Inbar Pe'er

Russia's invasion of Ukraine has rattled global wheat markets. Both nations account for nearly a third of global wheat exports leaving importers scrambling

China Macroeconomics

Econographics

Mar 18, 2022

US export controls aim to degrade Russia’s military

By Maia Nikoladze

As soon as the Russian military depletes current equipment, they will find it difficult to obtain critical technology for upgrading and maintaining aircrafts, ships, and weaponry used for waging an unjust war on Ukraine.

Conflict Defense Technologies

Econographics

Mar 18, 2022

Economic complexity emerges as a new restraint on wars of conquest

By George Pearkes

Russia’s invasion of Ukraine highlights the economic disincentives countries considering wars of conquest must reckon with.

Economic Sanctions Economy & Business

Econographics

Mar 18, 2022

Internationalization of the Renmibi via bilateral swap lines

By Hung Tran

Russia’s brutal war of aggression against Ukraine has triggered unprecedented sanctions being imposed by the US, Europe and other countries on various Russian entities. The most important measure so far is denying the Russian central bank access to most of its international reserves held in major world currencies.

China Digital Currencies

Econographics

Mar 11, 2022

Biden’s Executive Order on Digital Assets has been Released. Now What?

By Ananya Kumar

Biden signed an Executive Order on CBDCs, Stablecoins and Cryptocurrencies. What does this mean for the future of digital assets and their regulation in the United States?

Digital Currencies Economy & Business

Econographics

Mar 9, 2022

Beyond oil, natural gas, and wheat: The commodity shock of Russia-Ukraine crisis

By Amin Mohseni-Cheraghlou

The impact of Russia-Ukraine crisis on the global economy is much broader than oil, natural gas, and wheat. The commodity shock of the crisis and the resulting supply chain disruptions in many strategic industries threatens the global economic recovery and the fight against inflation.

Economic Sanctions Economy & Business

EconoGraphics

Mar 7, 2022

Global Sanctions Dashboard: Special Russia edition

By Julia Friedlander, Maia Nikoladze, Charles Lichfield, Ananya Kumar and Castellum.AI

Sanctioning Russian Central Bank, cutting Russia off SWIFT, and Russia’s options for sanction-proofing its economy.

Belarus Conflict