Featured analysis

Global QE Tracker

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
Global QE Tracker

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
Global QE Tracker

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

Econographics

Feb 1, 2024

Is China decelerating or recovering?

By Daniel Rosen

Rhodium Group predicts a modest recovery for China in 2024, a contrast to previous deceleration, contingent on Beijing’s structural reforms and credible policy shifts.

China Economy & Business

Econographics

Jan 25, 2024

Expect Chinese economic retaliation against Taiwan after the DPP’s presidential victory

By Hung Tran

Economic coercion will allow China to increase pressure on Taiwan without directly confronting the US and leave significant leeway to calibrate trade measures.

China Economic Sanctions
Mumbai economy with skyscrapers in the distance

Econographics

Jan 24, 2024

The advanced consumer economy driving India’s ascent

By Josh Lipsky, Sophia Busch

By 2030, India could become the world’s third-largest economy. Here’s how the rise of powerful consumers within the country is creating a massive new domestic and international market.

India International Markets
Dedollorization and RMB internationalization

Econographics

Jan 22, 2024

Dedollarization is not just geopolitics, economic fundamentals matter

By Niels Graham, Hung Tran

Geopolitical explanations have dominated recent analysis on dedollorization. While it is certainly a key factor, macroeconomics matter as well. US interest rates and a rising dollar are encouraging other countries to search for alternatives.

Brazil China

Econographics

Jan 19, 2024

The IMF’s perspective on CBDCs

By Tobias Adrian

Tobias Adrian outlines the IMF’s view on CBDCs’ potential for payment systems, financial inclusion, and cross-border payments, emphasizing innovation and collaboration for effective implementation.

Digital Currencies Digital Policy
China, In the center of the capital in a new commercial building construction

Econographics

Jan 10, 2024

China’s local government debts are coming due

By Jeremy Mark

China’s economic slowdown brings local government debts into sharp focus, threatening infrastructure and social services.

China Economy & Business
The view of boats on the red Sea.

Econographics

Jan 8, 2024

The long shadow of the Red Sea shipping disruption

By Alex Mills

Recent attacks on shipping moving through the red sea have exposed broader risks around international maritime commerce. Policy makers must use this wake-up call to build a more resilient international shipping ecosystem.

East Africa Economy & Business

Econographics

Jan 3, 2024

Five under-the-radar economic trends that could define 2024

By Josh Lipsky, Sophia Busch

We picked five under-the-radar trends that will matter for the global economy in 2024. Each shows the potential weak spots in the global economy alongside the forces that could stabilize growth.

China Economy & Business
Building with EU flags

Econographics

Dec 19, 2023

Three next steps for the EU’s approach to economic security

By Elmar Hellendoorn

The EU’s Strategy on Economic Security, published this summer, was the first official effort to present a more coherent view on the European policy approach at the intersection of economics and geopolitics. In the end, however, the EU’s approach to economic security can only be successful if it is tied to Europe’s long-term political objectives.

Economic Sanctions European Union
Ships on Red Sea

Econographics

Dec 18, 2023

What attacks in the Red Sea could mean for the global economy

By Hung Tran

Recent missile attacks on ships in the Red Sea by Iran-backed Houthi rebels have escalated regional tensions and disrupted global trade. Large shipping companies are now avoiding the route, causing significant costs and delays, which is impacting the the already fragile economy.

Economy & Business International Markets
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Content

EconoGraphics

Dec 1, 2020

Global QE Tracker

By GeoEconomics Center

This Global QE Tracker allows users to compare the major central banks’ different quantitative easing policies, offers in-depth breakdowns of each institution’s specific QE measures, and explains in clear terms how QE and interest rates work together to produce successful monetary policy.

Economy & Business European Union

EconoGraphics

Oct 29, 2020

US Q3 GDP: Good news, but old news

By Amanda Dickerson

The latest GDP numbers for the US are historic but misleading. Our analysis shows that this growth doesn’t convey the whole story.

Economy & Business Macroeconomics

EconoGraphics

Oct 23, 2020

Confidence in Chinese sovereign debt shows decoupling is a long way off

By Hung Tran, Nitya Biyani

International investors have also been attracted to China’s domestic Renminbi (RMB)-denominated bond markets, estimated to raise their holdings to 3 trillion yuan ($448 billion) —a 50 percent increase which is quite impressive during the pandemic crisis. Growing confidence in Chinese sovereign debt shows decoupling is a long way off.

China Economy & Business

EconoGraphics

Oct 16, 2020

The world in debt

By Stefan de Villiers

On Tuesday, the IMF released a new World Economic Outlook report for October 2020. In the report, alongside adjusted growth expectations, were updated measures of government debt. From that data, the GeoEconomics Center has created a visualization to track the debt burden felt across the globe. Our new tracker focuses on general government gross debt […]

Economy & Business Financial Regulation

EconoGraphics

May 8, 2020

US States’ Covid-19 Response – Short-Term Pain = Long-Term Gain?

By Ole Moehr | Graphics by Nikolai Albishausen and William Bonney

This edition of the EconoGraphic compares Covid-19’s impact with previous economic shocks, presents data on how public health restrictions influenced economic recoveries during the Spanish Flu, and contrasts US states’ reopening decisions with unemployment trends across the country.

Economy & Business Future of Work

EconoGraphics

Apr 1, 2020

Coronavirus versus financial crisis: US policy responses compared

By Ole Moehr | Graphics by Nikolai Albishausen

A look at the economic harm done so far and contrasts the measures taken by the Federal Reserve (Fed), Congress, and the G20 in response to coronavirus.

Economy & Business Macroeconomics

EconoGraphics

Aug 28, 2019

US-EU Auto Tariffs: What’s at Stake?

By OLE MOEHR | GRAPHICS BY MARIANNA ASLUND, NICK BROWN, ANDREW LASCALEIA

Escalating trade tensions between the world’s major economies are widely considered the greatest threat to the global economy’s health. Following the White House’s cancellation of its threatened tariffs on all Mexican imports on June 7, attention swiftly turned back to the brewing US-China trade war. This edition of the EconoGraphic, however, puts the focus on how US tariffs on cars and car parts might disrupt transatlantic trade flow.

Economy & Business European Union

EconoGraphics

Aug 9, 2019

Breaking Down France’s Digital Tax

By BY ANDREW LASCALEIA, EDITED BY OLE MOEHR | GRAPHICS BY MARIANNA ASLUND AND ANDREW LASCALEIA

In July, France’s parliament ratified a new law to tax big digital tech firms making it the first country to pass a tax law of this manner. Paris’ new tax scheme triggered criticism from the Trump Administration and is further complicating the transatlantic relationship. This edition of the EconoGraphic explains the motivation behind taxing digital technology firms more aggressively, the way that the French tax will work, and the potential impacts and response to the tax.

Economy & Business Financial Regulation

EconoGraphics

Jul 23, 2019

My Way or the Huawei: 5G at the Center of US-China Strategic Competition

By OLE MOEHR | GRAPHICS BY MARIANNA ASLUND, NICK BROWN, ANDREW LASCALEIA

On July 22, President Trump met with a group of major tech CEOs to discuss the easing of some restrictions on US companies supplying high-tech parts to Chinese telecommunications company Huawei. In May, the US Commerce Department banned US companies from selling any products to Huawei. The Chinese company’s position as the world’s leading provider of 5G technology has made it a focal point of the escalating great power competition between China and the United States. This edition of the EconoGraphic explains the US government’s move to blacklist Huawei, outlines the ban’s potential costs, and describes why US allies are conflicted about banning Huawei.

China Economy & Business

EconoGraphics

Jun 3, 2019

US Cuba policy: EU and Canadian firms to suffer?

By BY OLE MOEHR | GRAPHICS BY SHIQING HUA, FRANCIS AUBEE, AND NICK BROWN

On April 17 2019, US Secretary of State Michael Pompeo announced an important change in the United States’ policy toward Cuba: Title III of the Cuban Liberty and Democracy Solidarity Act of 1996 (LIBERTAD Act) would no longer be suspended. As a result of this decision, US claimants can now seek compensation for property confiscated by the Castro government. The move has important implications for US and foreign companies doing business in Cuba. This edition of the EconoGraphic explains the history and purpose of the LIBERTAD Act, evaluates the policy’s potential impact on US allies’ economic interests in Cuba, and highlights its implications for the pressure campaign against the Maduro regime in Venezuela.

Cuba Economic Sanctions
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