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.

Featured analysis

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

Econographics Feb 10, 2026

China’s warning on US Treasuries—and why its timing matters

By Jeremy Mark, Josh Lipsky

Beijing has joined the conversation on the dollar. It was leaked this week that Chinese regulators have been urging domestic financial institutions to cut back on US Treasuries, and this timing is no coincidence.
China Dollar Dominance
US States’ Covid-19 Response – Short-Term Pain = Long-Term Gain?

Econographics Feb 4, 2026

Understanding the vibe shift on the dollar

By Daniel McDowell, Bart Piasecki, Jessie Yin

Gold prices surged to record highs last week, driven by trade tensions, tariffs, and dollar uncertainty. For some, the rally signals rising skepticism about the greenback’s stability—even as policymakers insist the US remains committed to a strong dollar.
Dollar Dominance Economy & Business
US States’ Covid-19 Response – Short-Term Pain = Long-Term Gain?

Econographics Jan 22, 2026

When will Wall Street’s tolerance for uncertainty run out?

By Jessie Yin, Josh Lipsky

In a decade of geoeconomic shocks, few events have truly shaken investor confidence. But Wall Street may be too complacent to political volatility.
Economy & Business Macroeconomics

Latest analysis

Econographics

Mar 26, 2024

Housing costs are slowing down the US climate transition

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Joseph Webster</span>

The US housing shortage has profound economic consequences. Less discussed is the fact that it is slowing down the US climate transition.

Energy Transitions Financial Regulation
World Bank-IMF Meeting in Marrakesh

Econographics

Mar 25, 2024

Making Africa a top priority for Bretton Woods Institutions

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Amin Mohseni-Cheraghlou</span>

With deeper engagement of Bretton Woods institutions, African economies can seize the moment and become the engine of global growth.

Africa Fiscal and Structural Reform
Blue Globe viewing from space at night with connections between cities

Econographics

Mar 20, 2024

Global Sanctions Dashboard: How Hamas raises, uses, and moves money

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Kimberly Donovan, Maia Nikoladze, Ryan Murphy, and Alessandra Magazzino</span>

How Hamas raises, uses, and moves money; How sanctions are used to counter Hamas and combat the financing of terrorism; Where governments align and diverge in their approaches to combat this activity.

European Union Financial Regulation

Econographics

Mar 14, 2024

CBDCs will need to work across borders. Here are the models exploring how to do it

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Ananya Kumar</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Alisha Chhangani</span>

These innovative models reflect a clear realization in the both the public and private sector— as CBDCs become a part of the financial landscape, there needs to be a mechanism to interchange them across borders.

Digital Currencies Economy & Business

Econographics

Mar 12, 2024

Stalled growth in the UK, Germany, and Japan darken global economic outlook

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Josh Lipsky and Alisha Chhangani</span>

The world's two largest economies won't be able to generate enough growth for the UK, Germany, and Japan—it is going to have to happen from within.

Economy & Business Fiscal and Structural Reform

Econographics

Mar 8, 2024

How banking regulations affect US foreign policy

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Charles Lichfield</span>

Economics, finance, and national security overlap. Obvious areas include sanctions and trade policy. But US foreign policymaker are now also expected to develop some knowledge of critical minerals . Banking regulations may seem a step too far, but they too carry foreign policy implications.

Economy & Business Europe & Eurasia

Econographics

Mar 7, 2024

Unpacking China’s 2024 growth target and economic agenda

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Hung Tran</span>

At the opening of China’s National People’s Congress (NPC) Premier Li Quang delivered his first Government Work Report, setting the key economic and social policies and targets for this year.

China Economy & Business

Econographics

Mar 1, 2024

Climate, drought, and the disrupted future of global trade

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Amin Mohseni-Cheraghlou, Sophia Busch</span>

Climate change threatens the efficient functioning of waterways, canals, and seaports—and therefore is a major threat to global trade.

Climate Change & Climate Action Economy & Business

Econographics

Feb 27, 2024

Future-proofing the World Trade Organization

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Penny Naas</span>

During the WTO's 13th Ministerial Conference in Abu Dhabi, ministers must make progress on the WTO's negotiations and dispute settlement processes.

China Economy & Business

Econographics

Feb 22, 2024

Chinese exports have replaced the EU as the lifeline of Russia’s economy

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Niels Graham</span>

Two years after the initial invasion, Russia’s imports have stabilized. New industrial and consumer exports from from China have replaced trade from the US, EU, and G7.

China Economy & Business
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Content

EconoGraphics

May 8, 2020

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

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Ole Moehr | Graphics by Nikolai Albishausen and William Bonney</span>

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 Macroeconomics

EconoGraphics

Apr 1, 2020

Coronavirus versus financial crisis: US policy responses compared

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Ole Moehr | Graphics by Nikolai Albishausen</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >OLE MOEHR | GRAPHICS BY MARIANNA ASLUND, NICK BROWN, ANDREW LASCALEIA</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >BY ANDREW LASCALEIA, EDITED BY OLE MOEHR | GRAPHICS BY MARIANNA ASLUND AND ANDREW LASCALEIA</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >OLE MOEHR | GRAPHICS BY MARIANNA ASLUND, NICK BROWN, ANDREW LASCALEIA</span>

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 <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >BY OLE MOEHR | GRAPHICS BY SHIQING HUA, FRANCIS AUBEE, AND NICK BROWN</span>

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 Economy & Business

EconoGraphics

Apr 29, 2019

Central Bank Independence Under Scrutiny

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Ole Moehr | Graphics by Shiqing Hua and Francis Aubee</span>

On April 26, following stronger than expected US economic growth numbers, the White House’s National Economic Council director, Larry Kudlow, urged the Federal Reserve (Fed) to cut interest rates by 50 basis points.

Economy & Business Financial Regulation

EconoGraphics

Feb 6, 2019

A Breakdown of the Sanctions Deal between the United States and Oleg Deripaska

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Ole Moehr | Graphics by Shiqing Hua and Zachary Coles</span>

On January 16, a US Senate resolution to maintain US sanctions on the Russian aluminum giant RUSAL and its holding company EN+ failed to garner the necessary 60 votes to pass. As a result, the Trump administration lifted its economic sanctions on RUSAL and EN+ on January 27.

Economy & Business Financial Sanctions and Economic Coercion

Blogs

Dec 21, 2018

Economic Outlook for 2019

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Global Business & Economics Program</span>

December 2018 is set to become the worst year-end finish for US markets since 1931. A yield curve inversion combined with the fourth annual rate hike by the US Federal Reserve (Fed) and growing geo-political uncertainty, triggered widespread angst among US investors about an economic slowdown and the increasing probability of a recession. This edition of the EconoGraphic assesses key economic indicators to make a case that while a slowing of the US economy seems certain, a recession in the next two years remains unlikely.

China Economy & Business

EconoGraphics

Dec 5, 2018

Trade Disrupted: US and China Need More Than a Truce

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Ole Moehr</span>

At this year’s G20 summit in Buenos Aires, the trade dispute between China and the United States took center stage. Chinese President Xi and his US counterpart President Donald Trump agreed to avoid further escalations of the ongoing bilateral trade war for the next 90 days. The temporary deal does not assuage the escalatory measures already taken, leaving the existing tariffs in place. This edition of the EconoGraphic explores how the brewing trade conflict is impacting manufacturing supply chains, soybean cargo routes, and trade flows of liquefied petroleum gas (LPG) among the United States, China, and the rest of the world.

China Economy & Business
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