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

A Costly Goodbye

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
A Costly Goodbye

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
A Costly Goodbye

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

G20 Summit in Rio

Econographics

Nov 27, 2024

Divided COP29 and G20 Summits: A taste of things to come

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

President-Elect Trump's "America First" approach is already raising concerns at the G20 and COP29.

Brazil Climate Change & Climate Action

Econographics

Nov 22, 2024

Sanctions expectations in a second Trump administration

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Daniel Tannebaum</span>

Sanctions are poised to remain a cornerstone of US foreign policy under a second Trump administration. With a focus on Iran, Russia, and potentially China, Trump's team may lean on tools like secondary sanctions while navigating a tense geopolitical environment.

China Europe & Eurasia

Econographics

Nov 22, 2024

The United States has trade leverage with China, but not as much as Washington thinks

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

Diversification away from China is proving far more difficult for high value-added goods such as electronics – and the incoming Trump administration knows that.

China Economy & Business

EconoGraphics

Nov 4, 2024

How data control is driving a new US-China economic divide 

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Jesse Sucher</span>

China’s increased restrictions on corporate and financial data make it difficult for the United States and allies to enforce economic statecraft tools like sanctions and supply chain safeguards.

China Economy & Business

Econographics

Nov 1, 2024

The underestimated implications of the BRICS Summit in Russia

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

It is a mistake for the West to dismiss the power of symbolism and narratives in the geopolitical competition for global influence.

Digital Currencies Economy & Business

Econographics

Oct 31, 2024

Financial sanctions can disrupt fentanyl flows to the United States

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Kimberly Donovan, Maia Nikoladze, Mikael Pir-Budagyan, and Grace Kim</span>

Fentanyl is one of the leading causes of death among young and middle-aged Americans. Financial sanctions should be used more frequently by the US government to tactically disrupt the trade of fentanyl and other illicit drugs.

China Economy & Business

Econographics

Oct 22, 2024

A crack in the BRICS: Iran’s economic challenges take center stage at Russia’s summit 

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

The reality is that Iranian President Masoud Pezeshkian will show up to the BRICS leaders meeting and look for support across the BRICS not only in the military domain, but also for his country’s economy.

Economy & Business Financial Sanctions and Economic Coercion

Econographics

Oct 18, 2024

The rising influence of geopolitics in economic crisis support

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Patrick Ryan and Amulya Natchukuri</span>

Newer insurance mechanisms such as bilateral swap lines and regional financing arrangements are increasingly being used as political footballs.

Economy & Business Financial Regulation

Econographics

Oct 7, 2024

China’s recent monetary easing measures are useful, but not enough

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

Beijing's September monetary and financial measures need to be matched by forceful fiscal actions to revitalize China’s lackluster economic prospects.

China Economy & Business

Econographics

Oct 4, 2024

The IMF needs to find its geopolitical bearing

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Martin Mühleisen</span>

Western delegates should think hard about how the financial and intellectual capital invested in the institutions can be put to better use in the interests of democracies around the world.

Economy & Business Financial Regulation
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Content

Bremain vs Brexit

Mar 24, 2016

A Costly Goodbye

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

On June 23, British citizens will decide on a referendum whether the UK stays or leaves the EU. The consequences of a vote to leave, or Brexit, could decide the UK’s place in the world for generations.

Economy & Business European Union

EconoGraphics

Mar 24, 2016

The French Way of Reforms

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

France’s economy has struggled to grow in recent years, expanding by a mere 1.1% in 2015. Meanwhile its unemployment rate has stubbornly lingered around 10%, with a slight upwards trend.

Economy & Business Fiscal and Structural Reform

EconoGraphics

Mar 14, 2016

A Tale of Two QE’s

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

On March 10, the European Central Bank (ECB) announced an expansion of its Quantitative Easing Program (QE), increasing the amount of government bonds it buys monthly from €60 billion to €80 billion. It also extended the range of assets it purchases to include investment grade non-bank corporate bonds. On top of that, the ECB lowered already negative deposit interest rates further down, to -0.4%, and its main interest rate to 0%. So, why have Central Banks embraced QE?

Economy & Business European Union

EconoGraphics

Mar 4, 2016

TTIP: Window of Opportunity is Closing

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

The 12th round of negotiations for the Transatlantic Trade and Investment Partnership (TTIP) concluded last week in Brussels on an optimistic tone. The Chief Negotiator for the EU announced significant advances in most negotiating areas, including on the Investor-State-Dispute Settlement (ISD), which had been frozen for months. His US counterpart expressed confidence in reaching an ambitious deal in the second half of the year, rejecting calls for a “TTIP lite”.

Economy & Business European Union

EconoGraphics

Feb 25, 2016

TTIP: Cutting the Red Tape

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

The 12th round of negotiations for the Transatlantic Trade and Investment Partnership (TTIP) unfolded this week in Brussels between the EU and their American counterparts. At a time when both parties are stuck with weak growth (and persistent high unemployment in Europe), the importance of TTIP cannot be understated.

Economy & Business European Union

EconoGraphics

Feb 23, 2016

Tug of Budget War in Brussles

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

In the past weeks, the Portuguese government and EU authorities have engaged in a tug of war over the Portuguese budget proposal for 2016. The European Commission (EC) warned the newly elected anti-austerity government that it risked “serious non-compliance” with the EU’s fiscal rules. Finally, Lisbon narrowly avoided becoming the first Eurozone country to have its budget rejected by Brussels, as it agreed to additional tax hikes and spending cuts.

Economy & Business European Union

EconoGraphics

Feb 16, 2016

Dreaming Big: Size Matters

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

Why are Google, Apple or Facebook American-born but not European? Concerns about Europe’s lack of innovative start-ups prompted the European Commission (EC) to launch the Entrepreneurship 2020 Action Plan, aimed at bolstering entrepreneurship culture.

Economy & Business Europe & Eurasia

EconoGraphics

Feb 8, 2016

Juncker Has a Plan

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

Europe's fragile recovery has been ailing from low levels of investment. While GDP and consumption have surpassed their pre-crisis levels, by the end of 2014 gross capital formation was still around 15% below its 2007 peak (€230 billion to €370 billion less than the EU's long term investment average). That is why the EU launched an ambitious investment plan, the European Fund for Strategic Investments (EFSI).

Economy & Business European Union

EconoGraphics

Feb 1, 2016

Young Arrivals for an Ageing Europe

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

Refugees are pouring into the European Union (EU) at a scale not seen since the Second World War. In 2015 alone, 893.695 applied for asylum, up from around 250.000 in 2010, according to Eurostat. The magnitude of these influxes has rocked the EU boat, prompting yet another consequential crisis on top of last year’s Greek bailout and the incoming referendum on the UK’s permanence.

Economy & Business European Union

EconoGraphics

Jan 21, 2016

Feeling the Oil Crunch

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

Oil prices have fallen to their lowest since 2003, sitting under $30 a barrel in recent days. Declining expectations of global growth plus the addition of post-sanction Iranian supply don’t spell a substantial price recovery in the immediate future. Under this new market realities, oil-exporting countries come in different form to weather the storm.

Economy & Business Financial Sanctions and Economic Coercion
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