Featured analysis

JCPOA in Peril – EU SPV to the Rescue?

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
JCPOA in Peril – EU SPV to the Rescue?

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
JCPOA in Peril – EU SPV to the Rescue?

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

Brazil, Corn, Agriculture, Food Security, G20, COP30, Global South

Econographics

Feb 14, 2024

Brazil aims to advance its bid for leadership of the Global South through food security

By Josh Lipsky, Mrugank Bhusari

If Brazil delivers tangible benefits on food security through its Presidency of the G20 and COP30, it will cement its position as a key leader of the Global South.

Brazil
Economy & Business

Econographics

Feb 13, 2024

The IRA and CHIPS Act are supercharging US manufacturing construction

By Niels Graham

The IRA and CHIPS Act are driving a new construction boom of American manufactures to build the next generation of facilities to produce electronics and green goods for the energy transition

Economy & Business
Energy Transitions

Econographics

Feb 9, 2024

China’s stock market collapse is the end of the road for many foreign investors

By Jeremy Mark

The long-running collapse of Chinese stocks has wiped out trillions of investment dollars and delivered another blow to an economy beset by property crisis, slow growth, and deflation, and has added uncertainty about Beijing’s very support for money-making.

China
Economy & Business
Person pointing at screen

Econographics

Feb 8, 2024

Is the EU missing another tech wave with AI?

By Ryan Murphy

Policymakers in the United States and European Union view generative AI as one of the technological “commanding heights” of the coming decade. Are EU startups falling behind on funding?

Digital Policy
European Union
Grain market in Africa with sellers

Econographics

Feb 1, 2024

Why 2024 will be a big year for positive economic statecraft

By Nicole Goldin

As geopolitics cast a shadow on the global economy, leaders are looking to build resilience, advance inclusive growth, and promote stability and security. Three January events already showcase that these positive economic statecraft (PES) approaches are clearly in effect this year.

Fiscal and Structural Reform
Inclusive Growth

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
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Content

EconoGraphics

Oct 9, 2018

JCPOA in Peril – EU SPV to the Rescue?

By Ole Moehr

The European Union’s (EU) foreign policy chief, Federica Mogherini, recently announced that the EU will set-up a special purpose vehicle (SPV) “to facilitate legitimate financial transactions with Iran and allow European companies to continue to trade with Iran.” In response, our visiting senior fellow, Samantha Sultoon, argued that this SPV will not provide a reliable path around US sanctions, and may undermine the effectiveness of US and EU sanctions in the long-run. This edition of the EconoGraphic explains how the SPV would work in practice and outlines why this mechanism is unlikely to offer Iran enough economic upside to keep the Joint Comprehensive Plan of Action (JCPOA) alive.

Economic Sanctions
Economy & Business

EconoGraphics

Sep 17, 2018

Turkish Outbreak: Risk of Emerging Market Contagion?

By Christina Gay and Ole Moehr

With the strengthening of the US dollar in the wake of continued interest rate increases by the US Federal Reserve and brewing pressures in a number of emerging market (EM), portfolio flows into EM countries slowed from $13.7 billion in July to just $2.2 billion in August. Companies and banks in both Argentina and Turkey borrowed heavily in dollar denominated debt while interest rates were low and are now faced with mounting debt burdens, which, if not backed by sufficient reserves puts them at risk for default if investors lose confidence. The Turkish lira has fallen over 40 percent in 2018. Its sharp decline in August raised concern of contagion to other markets, as the Indonesian rupiah, the South African rand, and the Indian rupee have also come under pressure. This edition of the Econographic compares situation in Turkey with the Asian financial crisis in 1997, analyzes root causes of the current pressures in Turkey, and assesses the broader implications for EM economies.

Economy & Business
European Union

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
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