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

How Does Greece’s Recovery Compare to Other IMF Bailouts?

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
How Does Greece’s Recovery Compare to Other IMF Bailouts?

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
How Does Greece’s Recovery Compare to Other IMF Bailouts?

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

Jul 10, 2025

The stablecoin race

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Hung Tran</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Barbara C. Matthews</span>

Each country’s agenda is motivated by questions about the sustainability of the dollar’s dominant global role.

Digital Currencies Economy & Business
Stablecoins

Econographics

Jul 8, 2025

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

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Ashley Lannquist</span>

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

Digital Currencies Economy & Business

Econographics

Jul 7, 2025

Building BRICS

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Bart Piasecki</span>

Fifteen years after its founding, BRICS has evolved into a formidable counterweight to Western dominance in global economic governance. Yet despite its growing influence, the bloc’s ability to translate bold rhetoric into concrete results remains uncertain.

Brazil China

Econographics

Jun 23, 2025

From trade wars to capital wars: Section 899 could rattle global capital markets

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >John Satory</span>

Section 899 of the One Big Beautiful Bill Act plans to tax certain foreign investors, testing investor confidence in America's financial leadership and market stability.

Economy & Business Financial Regulation

Econographics

Jun 19, 2025

Hawks vs. doves: The split between the Fed and the ECB

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Bart Piasecki</span>

While the ECB signals an end to its rate-cutting cycle, the Fed hesitates. This article explores the macroeconomic and policy reasons behind it.

Economy & Business European Union

Econographics

Jun 17, 2025

Anonymous shell companies pose a threat to US national security. Here is how to address it.

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Julie Brinn Siegel</span>

On March 26, the Department of the Treasury scrapped critical federal rules that would have made most anonymous shell companies illegal. The rules would also have prevented them from being abused by drug cartels, human traffickers, foreign adversaries like Iran and China, terrorist groups, and other bad actors.

China Economy & Business

Econographics

Jun 12, 2025

The objectives of transatlantic financial services regulation and the future of international cooperation

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Matthew L. Ekberg</span>

Much has been written in recent weeks about heightened geopolitical tensions and the impact of policy changes concerning international trade on global markets. Less has been said about the growing shift in focus on both sides of the Atlantic—and across the English Channel—on the next stage of development for financial services regulation.

Economy & Business European Union

Econographics

Jun 6, 2025

The search for safe assets

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

The deterioration of the US fiscal outlook has put international investors, especially foreign central banks, in a quandary. There is no good alternative to US Treasuries as safe reserve assets.

Economy & Business Europe & Eurasia

Econographics

Jun 2, 2025

Hong Kong highlights China’s policy of decoupling from US financial markets

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

The political benefits of an international financial center with Chinese characteristics will outweigh the pain that decoupling inflicts on China’s private sector.

China Economy & Business

Econographics

May 29, 2025

After partial relief, what’s next for Syria sanctions?

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Alex Zerden</span>

Syria remains a high-risk jurisdiction due to years of conflict, endemic corruption, state institution collapse, narcotrafficking of captagon, insufficient anti-money laundering efforts, and inadequate financing of terrorism controls.

Economy & Business Financial Sanctions and Economic Coercion
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Content

EconoGraphics

Jun 23, 2015

How Does Greece’s Recovery Compare to Other IMF Bailouts?

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

As showdown talks over Greece take place in Europe this week, a quick examination of the recent history of bailouts is valuable.

Economy & Business Eurozone

EconoGraphics

Jun 16, 2015

Does ISDS Tip the Scales in Favor of Investors?

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

Looking at over 400 cases that have been decided through 2014, the rate of success for US and EU investors is 30% and 34%, respectively. Foreign states win against US claimants 42% of the time, and 36% of the time against EU-based firms, with the remainder being settled.

Economy & Business European Union

EconoGraphics

Jun 9, 2015

Where Do Trillion-Dollar Asset Managers Hail From?

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

Of the 16 investment firms in the world that hold more than $1 trillion in assets, the US leads with 12 representatives, including well-known firms like BlackRock, Vanguard Group, and the asset management arms of Goldman Sachs and Bank of New York Mellon.

Economy & Business France

EconoGraphics

Jun 2, 2015

How big is the opportunity to increase US exports in the Transpacific Partnership?

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

Data from 2014 shows that while American exports to the 11 other TPP nations totaled more than half a trillion dollars in absolute terms, there remains considerable room for improvement in relative terms

Americas Australia

EconoGraphics

May 26, 2015

Who Will Finance Ukraine?

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

Ukraine's economic stability is uncertain as the conflict with Russia endures. Alongside the negative impacts to growth, exports, and investment, the level of Ukraine's debts are especially worrisome.

Economy & Business Europe & Eurasia

EconoGraphics

May 20, 2015

Who’s Buying European Companies?

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

Who is purchasing European companies? Looking at the five biggest foreign acquisitions of European corporates since 2011 shows that the US are the biggest buyers by a considerable margin, with the China, Hong Kong, Brazil, and Japan following behind.

Brazil China

EconoGraphics

May 12, 2015

Two Decades of Sovereign Debt

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

Sovereign default is considered to be a rare event. But as the lessons of the past two decades show, they are far from extraordinary. According to the IMF, the main sovereign debt restructurings from the period spanning 1998 – 2010 totaled $117.6 billion. When Greece’s 2012 default is added to that sum, it means that […]

Economy & Business Fiscal and Structural Reform

EconoGraphics

May 5, 2015

Creating the Digital Single Market

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

European E-Commerce is still largely confined within national borders.

Economy & Business Europe & Eurasia

EconoGraphics

Apr 28, 2015

Do Sanctions Work After All?

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

International Relations scholars disagree about whether economic sanctions are an effective tool to coerce countries to follow a certain course of action.

Economy & Business Europe & Eurasia

EconoGraphics

Apr 21, 2015

Exit, or Voice?

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

In March, the UK, Germany, Italy, and France decided to join the China-led Asian Infrastructure Investment Bank (AIIB), shocking the Obama administration.

Brazil China
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