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

Europe′s Fiscal Burden in Focus

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
Europe′s Fiscal Burden in Focus

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
Europe′s Fiscal Burden in Focus

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

Oct 2, 2024

China’s sputtering engine of growth leads its imports to downshift

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Jeremy Mark</span>

China's slowing economic growth, declining imports, and rising emphasis on import substitution are reverberating globally, impacting trade partners and reshaping geopolitical and economic dynamics.

China Economy & Business

Econographics

Sep 27, 2024

‘We are going to get to the finish line on Russia’s reserves,’ says White House’s Daleep Singh

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Benjamin Lenain</span>

The US deputy national security advisor for international economics spoke at the Transatlantic Forum on GeoEconomics about navigating today's geopolitical reality with various economic statecraft tools.

Economy & Business Eurozone

Econographics

Sep 27, 2024

Nasdaq’s Adena Friedman on how to stop financial crimes that undercut economic growth

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Benjamin Lenain</span>

Friedman spoke at the Atlantic Council's Transatlantic Forum on GeoEconomics about the connection between economic and national security.

Economy & Business Financial Regulation

Econographics

Sep 27, 2024

The IMF-World Bank Annual Meetings in 2024: Five important issues to be addressed

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

Despite intense geopolitical contention that has stymied international cooperation, the October gathering could nevertheless lead to agreements to stabilize a volatile global economy.

Economy & Business International Financial Institutions

Econographics

Sep 20, 2024

Funding the European defense surge

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Konstantinos Mitsotakis</span>

The EU is enhancing defense collaboration and investment but faces challenges in uniting member states and securing common funding.

Economy & Business European Union

Econographics

Sep 18, 2024

Stabilizing the US-China trade conflict

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Andrea Wong</span>

Both China and the US can still find negotiation space for positive-sum outcomes which advance their economic and national security interests.

China Economy & Business

Econographics

Sep 12, 2024

It’s not too early to start grading Jerome Powell’s historic tenure

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

Jerome Powell's legacy hinges on his bold monetary actions during crises and how effectively these interventions will be unwound in the future.

Economy & Business Macroeconomics

Econographics

Sep 6, 2024

The problems with the IMF surcharge system

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

The IMF's surcharge system is doing more harm than good for borrowing countries and its justifications are facing new questions.

Economy & Business Financial Regulation

Econographics

Aug 27, 2024

Going for gold: Does the dollar’s declining share in global reserves matter?

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

If gold—which has recently experienced a surge in purchases by many global central banks—is included in reserve asset portfolios, the share of the US dollar is smaller than what the IMF has highlighted.

Dollar Dominance Economy & Business

Econographics

Aug 22, 2024

Why the next trade war with China may look very different from the last one

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Mrugank Bhusari</span>

Far more countries share concerns over the impact of an expansion of Chinese exports. This time, they will likely target finished consumer goods over intermediary inputs.

China Economy & Business
Load More

Content

EconoGraphics

Oct 7, 2016

Europe′s Fiscal Burden in Focus

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Filippos Letsas</span>

The European Union’s (EU) Stability and Growth Pact requires Eurozone countries to annually lay out their fiscal plans for the following three years. The European Commission (EC) then compares the member states’ reports with its own projections and those produced by independent bodies, such as the International Monetary Fund (IMF), to evaluate whether the member states are on track to reach their Medium-Term Budgetary Objectives (MTOs).

Economy & Business European Union

EconoGraphics

Sep 30, 2016

Myanmar: Post-Sanctions Landscape

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Filippos Letsas</span>

On the occasion of Myanmar’s State Counselor Aung San Suu Kyi’s recent visit to the United States (U.S.), President Obama announced that executive sanctions on Myanmar would soon be lifted. This will grant Myanmar greater access to the U.S. market and encourage U.S. companies to invest in the country. Trade between the two countries remains at relatively low levels (i.e. $225 million in 2015), with U.S. investment to Myanmar accounting for only 0.2% of the country’s Foreign Direct Investment (FDI).

Economy & Business Financial Sanctions and Economic Coercion

EconoGraphics

Sep 13, 2016

TTIP = So (Ger)Many Benefits

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Filippos Letsas</span>

As the most export-driven major economy in the European Union (EU), Germany stands to benefit greatly from a robust Transatlantic Trade and Investment Partnership (TTIP) agreement.

Economy & Business European Union

EconoGraphics

Jul 12, 2016

Taking Stock of European Banks: Improvements Amid Challenges

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Nathaniel Rome</span>

Since the British referendum, Europe’s banking sector has come under renewed scrutiny from financial markets as well as European Union officials and finance ministers. A primary focus is on Italy - which has accumulated $400 billion in gross bad loans - and the EU-Italy talks about how to recapitalize the weak Italian banks.

Economy & Business European Union

EconoGraphics

Jun 29, 2016

Econographics – TTIP

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Nathaniel Rome</span>

The United Kingdom’s (UK) vote last week to leave the European Union (EU) has raised questions about the future of the Transatlantic Trade and Investment Partnership (TTIP). TTIP is a trade agreement currently being negotiated by the United States (US) and the EU that will eliminate tariffs, reduce red tape, and set a new standard for international trade agreements. Following the Brexit vote, US Trade Representative Michael Froman and European Commissioner for Trade Cecilia Malmström released statements reaffirming their commitment to TTIP.

Economy & Business European Union

Bremain vs Brexit

Jun 21, 2016

London Riches Falling Down

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Nathaniel Rome</span>

London is the undisputed financial capital of Europe, and is rivaled only by New York City for the top spot worldwide (Global Financial Centers Index). When competing on a level playing field, London outperforms other major European financial centers because of the superior human capital, infrastructure, and regulatory environment of the city. London dominates 78 percent of European FOREX trading and generates a trade surplus worth tens of billions of pounds (UK Office of National Statistics).

Economy & Business European Union

Bremain vs Brexit

Jun 9, 2016

Britannia, Rule the Trade!

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Nathaniel Rome & TK Spandhla</span>

The decades following World War II experienced an explosion of global trade. The annual growth rate of global exports averaged 8 percent in the 1950s, 9 percent in the 1960s, and 20 percent in the 1970s (World Trade Organization). During this boom of global trade, the volume of UK exports grew in absolute terms. However, up until the mid-1970s, the UK trade growth lagged behind the global average.

Economy & Business European Union

EconoGraphics

Jun 1, 2016

Not The Time to Falter: Economic Sanctions Against Russia

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Alvaro Morales Salto Weis</span>

As the European Union (EU) prepares to unanimously extend its economic sanctions on Russia when they expire on July, it is a good opportunity to take a closer look. After Russia´s illegal annexation of Crimea and interference in Eastern Ukraine, the U.S. and the EU enacted economic sanctions in a coordinated manner, which were followed by other Allies and partners like Canada and Australia.

Economy & Business Europe & Eurasia

EconoGraphics

Apr 13, 2016

Europe’s Path to Budget Equilibrium

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Alvaro Morales Salto Weis & TK Spandhla</span>

The European Union’s 28 member nations are required by Stability and Growth Pact to keep their budget deficits to within 3 percent of GDP. According to the European Commission forecast (as of winter 2016) six countries will exceed this level in 2016: the U.K., France, Spain, Greece, Croatia and Portugal. Romania will post a deficit at the threshold. This is an improvement from 2009 and 2010, when no fewer than 22 EU countries overstepped the deficit limit.

Economy & Business European Union

EconoGraphics

Apr 1, 2016

The European Refugee Surge: Transforming Challenges into Opportunities

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Alvaro Morales Salto Weis & TK Spandhla</span>

Asylum applications to the European Union (EU) set an all-time record in 2015, more than doubling the 2014 figure, according to EUROSTAT. After the recent agreement between Turkey and the EU, the influx of refugees is expected to decrease significantly.

Afghanistan Europe & Eurasia
Load More