Featured analysis

JEEPA – Japan-EU Free Trade Agreement Leaves the US Out in the Cold

Econographics Aug 22, 2025

Trump’s challenges to the Fed’s independence loom over Jackson Hole Symposium

By Alisha Chhangani

As Trump tests the limits of what he can do, the credibility of the Fed—and by extension, global financial stability—is increasingly at risk.
Economy & Business International Markets
JEEPA – Japan-EU Free Trade Agreement Leaves the US Out in the Cold

Econographics Jul 17, 2025

Charting a strategic path for Syria’s postwar reconstruction

By Kimberly Donovan, Jonathan Panikoff, Lize de Kruijf, Manal Fatima

As Syria emerges from over a decade of conflict, easing sanctions by the United States, the European Union (EU), and other European partners is an important step toward reintegrating Syria into the global economy. Yet, for a country that has been economically isolated for over fourteen years, lifting sanctions is only the beginning.
Economic Sanctions Economy & Business
JEEPA – Japan-EU Free Trade Agreement Leaves the US Out in the Cold

Fintech Frontlines Jul 8, 2025

Stablecoins are trending, but what frictions and risks are getting overlooked?

By Ashley Lannquist

Stablecoin usage is complex for consumers, and large-scale adoption could introduce new challenges for financial stability and regulatory oversight.
Digital Currencies 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

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

Econographics

Dec 11, 2023

China’s manufacturing overcapacity threatens global green goods trade

By Niels Graham

Chinese lending is exacerbating a growing glut in its green manufacturing sector. Beijing is increasingly looking abroad to absorb excess capacity. This may have devastating effects for the global trading system as economies move to protect their own domestic industry.

China Economy & Business

Econographics

Dec 7, 2023

Germany’s debt brake isn’t working

By Hung Tran

Germany’s coalition government was dealt a fiscal crisis when the country’s Constitutional Court ruled that repurposing €60 billion of unspent money from the pandemic emergency support facility to the Climate and Transformation Fund was unconstitutional.

Economy & Business Financial Regulation

Econographics

Dec 1, 2023

Financialization has increased economic fragility

By Hung Tran

Since the 1980s, financial activities and assets have played an increasingly dominant role in the global economy. At the same time, underlying economic activity as measured by global GDP has been growing more slowly. The result has been an ever-larger gap between the volume and value of financial activity relative to the real economy. And […]

Financial Regulation International Markets

Econographics

Nov 30, 2023

Geoeconomic fragmentation is threatening the green energy transition

By Amin Mohseni-Cheraghlou

The energy transition depends on trade—and on China. Geoeconomic fragmentation could impact global climate targets.

Africa China

Econographics

Nov 16, 2023

CBDCs will further fragment the global economy—and could threaten the dollar

By Hung Tran, Barbara C. Matthews

Divergent regulatory and technological standards are evolving along geopolitical fault lines. Such an outcome would be costly.

China Digital Currencies

Econographics

Nov 14, 2023

The economic implications of a federal government shutdown

By Niels Graham

For the third time this year, stalemate in Washington is again threatening the US economic outlook. If Congress is unable to agree on a funding bill by November 17, the federal government will be forced to halt most discretionary spending. Depending on its length and severity, this shutdown could rattle global bond markets, increase November […]

Economy & Business International Markets

Econographics

Nov 8, 2023

How digitalization can improve climate resilience in the Global South

By Camilla Valente and Saffiyah Coker

Digitalization offers a novel opportunity to build climate resilience if properly supported by the Bretton Woods Institutions.

Economy & Business International Financial Institutions
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Content

EconoGraphics

Aug 8, 2018

JEEPA – Japan-EU Free Trade Agreement Leaves the US Out in the Cold

By Cecilia Pan and Ole Moehr

While President Trump is pursuing a protectionist trade agenda – halting negotiations for the Transatlantic Trade and Investment Partnership (TTIP), pulling out of the Trans-Pacific Partnership (TPP), and threatening trade wars against adversaries and allies – Japanese Prime Minister Shinzo Abe has been doing just the opposite. As part of Abenomics’ third arrow, the Prime Minister is forging global partnerships between Japan and other leading economies to foster economic growth. Case in point, the Japan-EU Economic Partnership Agreement (JEEPA) signed on July 17, 2018. This edition of the EconoGraphic will review this ambitious bilateral free trade agreement, assess its impact on the US economy, and explore the consequences of the United States’ retreat from its role as the global leader for free trade.

Economy & Business European Union

EconoGraphics

Jul 19, 2018

US Iran Sanctions Could SpOIL the Global Economy

By Ole Moehr

The Trump Administration’s “maximum pressure” approach against Iran to reduce Iranian crude oil exports to zero as soon as possible is expected to rattle markets and could undermine the credibility and effectiveness of US sanctions. This edition of the EconoGraphic outlines how re-imposed US sanctions against Iran will affect the global oil market, the price of oil, US consumers, and the American economy.

China Economic Sanctions

EconoGraphics

Jun 22, 2018

There’s a New Tariff in Town: Implications of Trump’s Steel Tariffs

By Ole Moehr

Economists consider tariffs a tax on consumers. Case in point, President Trump’s former chief economic advisor Gary Cohn. He recently warned that the administration’s twenty-five percent tariff on steel and ten percent tariff on aluminum combined with threatened duties on Chinese goods could cancel out the 2017 tax cut. This edition of the EconoGraphic provides an overview of how the Trump Administration’s steel tariffs might impact the US economy.

Economy & Business Trade and tariffs

EconoGraphics

Jun 4, 2018

GDPR’s Quest for World Domination

By Ole Moehr

On May 25, the European Union’s (EU) sweeping new data privacy regulation came into force. The General Data Protection Regulation (GDPR) provides EU residents with more control and protection of their data.

Brazil Economy & Business

EconoGraphics

May 18, 2018

US Sanctions’ Global Impact – A Case Study of RUSAL’s Supply Chain

By Ole Moehr

On April 6, 2018, the Trump Administration imposed stiff economic sanctions on 37 Russian oligarchs, oligarch-owned companies, Russian government officials, and state-owned companies.

Economic Sanctions Economy & Business

EconoGraphics

Apr 12, 2018

Africa Embraces the Promise of Free Trade

By Ole Moehr, Zachary Coles, and Alexatrini Tsiknia

Africa Embraces the Promise of Free Trade

Africa Economic Sanctions

EconoGraphics

Mar 20, 2018

Venezuela’s Cryptocurrency: Should OFAC Be Petrofied?

By Ole Moehr, Zachary Coles, and Alexatrini Tsiknia

Venezuela's Cryptocurrency: Should OFAC be Petrofied? The short answer is no.

Economic Sanctions Economy & Business

EconoGraphics

Feb 26, 2018

Are Italians giving the establishment the boot?

By Alexatrini Tsiknia and Ole Moehr

Italians go to the polls on March 4th to elect a new government. Under a new electoral system, the outcome is uncertain. The Global Business and Economics program looks at some key economic indicators that could influence the election.

Economy & Business European Union

EconoGraphics

Feb 6, 2018

Secondary Sanctions: A First Glance

By Ole Moehr

This edition of our EconoGraphic blog explains the difference between primary and secondary sanctions, outlines how secondary sanctions work, and uses a case study to demonstrate how the United States employs secondary sanctions in the real economy.

China Economic Sanctions

EconoGraphics

Jan 22, 2018

The Irish Border Question

By Ole Moehr

The future of the Irish border is one of the key sticking points in the ongoing Brexit negotiations between the European Union (EU) and the United Kingdom (UK).

Economy & Business European Union
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