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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

Content

EconoGraphics

Nov 2, 2021

Goodbye for now, 232: Breaking down the G20 US-EU agreement on steel and aluminum

By Julia Friedlander, Clete R. Willems

During the G20 summit the US and EU announced an agreement over steel and aluminum tariffs. Julia Friedlander and Non-resident senior fellow Clete Williams react to its implications.

European Union Eurozone

EconoGraphics

Oct 29, 2021

G20 Balance Sheet

By GeoEconomics team

Asset purchases by the Federal Reserve, European Central Bank, and the Bank of Japan, are driving most of the more than $17 trillion increase in the “G20 balance sheet”.

Inclusive Growth International Financial Institutions

EconoGraphics

Oct 29, 2021

G20 risks becoming G7 + G13

By Mrugank Bhusari, Niels Graham

This year's Summit priorities of people, planet, and prosperity seem to have forgotten another P -- pandemic -- that most of the world is still dealing with.

Economy & Business G20

EconoGraphics

Oct 22, 2021

Global Sanctions Dashboard: Halloween edition

By Julia Friedlander, Michael Albanese and Castellum.AI

US’s evolving approach to cryptocurrencies, Pandora Papers; sanctions against Iran, Myanmar, and Russian authorities in Crimea.

Belarus China

EconoGraphics

Sep 17, 2021

Global Sanctions Dashboard: Summer edition

By Julia Friedlander, Michael Albanese and Castellum.AI

Current state of sanctions against the Taliban, China’s use of its Anti-Foreign Sanctions Law, and combating corruption through sanctions.

Afghanistan Belarus

EconoGraphics

Sep 7, 2021

ASEAN’s COVID spike

By Niels Graham

Since April, Asia has experienced a wave of COVID suppressing growth throughout the region. The key question to watch is: will supply chain contagion once again follow the virus west?

East Asia Macroeconomics

EconoGraphics

Aug 23, 2021

IMF delivers fiscal firepower

By Niels Graham and William Howlett

On August 23 the IMF released a historic $650 billion allocation of Special Drawing Rights (SDRs)

Inclusive Growth International Financial Institutions

EconoGraphics

Jun 29, 2021

Global Sanctions Dashboard: 5th edition

By Julia Friedlander, Michael Albanese and Castellum.AI

China’s anti-foreign sanctions bill, mapping Belarusian KGB sanctions, and building an anti-kleptocracy playbook.

Belarus China

EconoGraphics

May 14, 2021

Global Sanctions Dashboard: April

By Julia Friedlander, Michael Albanese and Castellum.AI

UN sanctions, UK’s new anti-corruption authority, the Kremlin’s use of sanctions as a law enforcement mechanism.

Economic Sanctions European Union

EconoGraphics

May 6, 2021

Chipwreck: Visualizing the downsides of semiconductors

By Niels Graham, Josh Lipsky

The global chip shortage has impacted automakers far more than initially projected.

China Japan