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

Who is Investing Abroad?

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
Who is Investing Abroad?

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
Who is Investing Abroad?

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

Jan 15, 2026

What to watch as China prepares its digital yuan for prime time

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

The changes China is implementing around the e-CNY signal a more mature phase for the digital yuan—and an overall shift toward a much broader geopolitical ambition.

China Digital Currencies

EconoGraphics

Jan 12, 2026

Rare earth mining could solve, not worsen, Central Asia’s water troubles

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Andrew D’Anieri</span>

States in the region can capture a net “water dividend” by reinvesting mining revenues in water-saving infrastructure and technologies.

Central Asia Critical Minerals

Econographics

Nov 25, 2025

Why the Millennium Challenge Corporation is vital to the future of US competitiveness

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Sohan Dasgupta</span>

The United States is leveraging its unmatched economic power to reshape global partnerships, secure critical resources, and counter adversaries. Through a retooled Millennium Challenge Corporation, Washington is forging strategic alliances, strengthening supply chains, and opening billion-person markets for American companies.

Economy & Business United States and Canada

Econographics

Nov 25, 2025

On critical minerals, the US needs more than just supply. It needs refining power.

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

Expanding global processing capacity remains a crucial—and currently missing—step in strengthening US supply-chain control and export competitiveness.

Critical Minerals Economy & Business

Econographics

Nov 13, 2025

How the US can balance Qatar’s mediation role with the fight against terrorist financing

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Lesley Chavkin</span>

Qatar has achieved an outsized role on the global stage, but the spotlight has come with persistent scrutiny of the tiny Gulf country’s efforts to counter the financing of terrorism.

Economy & Business Financial Crimes & Illicit Trade

Econographics

Nov 12, 2025

Yes, tech stocks have taken a hit. But the real danger lies elsewhere.

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

Tech stocks’ sharp selloff has grabbed headlines, but the real risk may be in tightening US dollar funding. As the Fed drains liquidity and repo rates surge above policy benchmarks, hedge funds and foreign banks—holding trillions in dollar assets—face rising pressure. The danger isn’t just market volatility, but whether global finance can withstand a squeeze in the world’s core funding system.

Economy & Business

Econographics

Nov 7, 2025

Without development finance, the United States can’t deliver on strategic investment

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Jessie Yin</span>

The United States isn't the only traditional lender to move from aid to investment. But the current administration is going to struggle to achieve its strategic goals without effective development finance.

Economy & Business Inclusive Growth

Econographics

Nov 7, 2025

Pharmaceuticals are China’s next trade weapon

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

China supplies most critical drug ingredients to the US, and the dependency is only growing. After the rare earths truce, pharma is an area to watch.

China Economy & Business

Econographics

Oct 13, 2025

Expect IMF-World Bank meeting debates over China, the US, Ukraine, and more—behind closed doors

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

Behind closed doors, delegates are likely to tackle questions around Washington's relationship with the IMF, China's economic performance, and the role of the Bretton Woods institutions.

China Financial Regulation

Econographics

Oct 8, 2025

From US tariffs to Argentina’s crisis: The five important issues at next week’s IMF-World Bank Annual Meetings

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

The IMF and the World Bank will face five important issues, which span both near-term economic prospects and more fundamental, longer-term challenges confronting the global economy.

Argentina Financial Regulation
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Content

EconoGraphics

Apr 14, 2015

Who is Investing Abroad?

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

While the US still leads the world in outflowing Foreign Direct Investment (FDI), the emerging markets are catching up quickly. Chinese outflowing FDI, in particular has grown tremendously: since 2005, it increased more than 30-fold in 8 years from $5 billion to $166 billion. While initial Chinese foreign investments focused on natural resource industries, over time the investments have spread to diverse industries like agriculture, manufacturing, and professional services. BRIC FDIs are emerging as key growth drivers for low income countries, improving their business environment, building infrastructure, creating jobs, and adding much-needed revenue to government coffers.

China Russia

EconoGraphics

Apr 7, 2015

Is Europe still vulnerable to a Greek default?

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

Private banks throughout Europe have significantly reduced their exposure to Greek debt (bank, public, and non-bank private sector debt) over the last five years. After Greece came under market pressure and eventually obtained ECB and IMF financial assistance in 2010, most European banks started to rapidly reduce their exposure to Greece. For instance, between 2010 and 2014 French banks' holdings decreased from $63 billion to $2 billion.

Economy & Business Eurozone

EconoGraphics

Mar 31, 2015

The IMF’s Changing Role in Europe

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

The International Monetary Fund's purpose and scope of work have changed since its founding after World War II. Whereas at first the Fund aimed to maintain monetary and exchange-rate stability among its members who were primarily advanced economies, today it faces its first credible challenge to its status as the world's lender of last resort.

Economy & Business Financial Regulation

EconoGraphics

Mar 24, 2015

How Much Does it Cost for Cubans to Access Information?

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

When President Obama announced his landmark policy shift towards Cuba, easing the 54-year-old embargo, one of the first companies to announce they would begin operating in Cuba was Netflix. The online video company's decision was surprising, if only because Cuba's internet is one of the slowest in the world.

Americas Cuba

EconoGraphics

Mar 17, 2015

Who Will Finance Public Debt?

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

Today, the cap on US government spending (or the "debt ceiling") is officially reinstated, and with it, the threat of another clash over the national debt. Policymakers will have a runway of just months before they must decide to lift the cap on borrowing or temporarily allow it to be raised

Brazil China

EconoGraphics

Mar 11, 2015

The Benefits of a Strong Dollar: Where Should You Go on Your Next Vacation?

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

There’s never been a better time to be a tourist—as long as you’re paying in dollars. Major currencies worldwide have plunged in value, meaning each US dollar buys more euros and renminbi today than it did one year ago.

Americas Economy & Business

EconoGraphics

Mar 3, 2015

Who Will Collapse First?

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

Both the Ukrainian and Russian economies are suffering from recent events. While weak domestic institutions and a fight with insurgents in the country's East plague Ukraine, sanctions and low prices for oil and gas are hurting the Russian economy.

Economy & Business Europe & Eurasia

EconoGraphics

Feb 24, 2015

Is the US Still Leading in Global Trade?

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

In the last two decades, the Asia Pacific region has signed sixty-five free trade agreements. South America, Eurasia, and Europe combined have signed over one-hundred and fifty agreements. Over the same period, the US has signed twelve agreements.

Americas East Asia

EconoGraphics

Feb 17, 2015

EconoGraphics – EU Energy Dependency

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

A great part of Europe is highly dependent on Russian energy, which helps to explain many of the concerns Europeans have over the developments in Ukraine.

Economy & Business Energy & Environment

EconoGraphics

Feb 10, 2015

Is Austerity to Blame for the Collapse of the Political center in the European Union?

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

Radical political parties in the Eurozone—including Syriza in Greece, Podemos in Spain, and Sinn Féin in Ireland—are riding a wave of popularity. The continent’s debt crisis has pitted the creditor countries, most importantly Germany, against debtor countries like Greece. On an international level, the northern European creditors have managed to implement policies that are forcing […]

Economy & Business European Union
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