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

Sep 18, 2025

China’s economy remains trapped in the doldrums

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

New statistics from Beijing describe a country mired in a slowdown. Efforts to juice the economy late last year have failed to stimulate sustained recovery.

China Economy & Business

Econographics

Sep 16, 2025

The Supreme Court’s decision on Trump tariffs will have lasting impact on US economic statecraft

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Stephanie Connor</span>

Regardless of how the Supreme Court rules, the case will shape US economic policy for years to come.

Economy & Business Trade and tariffs

Econographics

Sep 15, 2025

The Fed struggles to balance Trump’s demands with economic reality

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

The US Federal Reserve balances both inflation and employment as part of its dual mandate. Mounting political pressure could jeopardize its ability to maintain financial stability.

Economy & Business Macroeconomics

Econographics

Aug 25, 2025

Everybody wants a stablecoin, even China

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

From Beijing’s perspective, a successful offshore yuan-denominated stablecoin could replace some existing yuan transactions, increase the purchases of offshore bonds, and even make them technologically more efficient.

China Digital Currencies

Econographics

Aug 22, 2025

Trump’s challenges to the Fed’s independence loom over Jackson Hole Symposium

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

As Trump tests the limits of what he can do, the credibility of the Fed—and by extension, global financial stability—is increasingly at risk.

Economy & Business Macroeconomics

Econographics

Jul 31, 2025

Beijing extends and pretends to deal with its mountain of local government debt

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

Beijing's three-year local debt restructuring plan fails to actually address the trillions of dollars weighing on local governments and will only cause greater problems down the road.

China Economy & Business

Econographics

Jul 29, 2025

Safeguarding Uyghur human rights: The US should leverage economic statecraft tools to end Uyghur forced labor

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Nazima Tursun</span>

Through sanctions and the adoption of anti-forced labor legislation, the United States has led the global effort to combat China’s forced labor practices. While these measures have moved the needle in the fight against forced labor, widespread tariffs and the absence of new punitive measures targeting forced labor may cause progress to stagnate.

China Economy & Business

Econographics

Jul 21, 2025

Why European businesses are now stuck in the middle of an EU-China storm

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

If relations continue to deteriorate, the world’s three major economies could find themselves in economic conflict and European businesses will be caught squarely in the middle. 

China Economy & Business

Econographics

Jul 17, 2025

Charting a strategic path for Syria’s postwar reconstruction

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Kimberly Donovan</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Jonathan Panikoff</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Lize de Kruijf</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Manal Fatima</span>

As Syria emerges from over a decade of conflict, easing sanctions by the United States, the European Union (EU), and other European partners is an important step toward reintegrating Syria into the global economy. Yet, for a country that has been economically isolated for over fourteen years, lifting sanctions is only the beginning.

Economy & Business Financial Sanctions and Economic Coercion

Econographics

Jul 14, 2025

Injecting new life into Europe’s life science industry to improve competitiveness

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Emma Nix</span>

US turmoil under Trump has shaken the life sciences sector, prompting top researchers to consider leaving. Europe now has a rare chance to attract this talent and revive its biotech and pharma industries—but only if it moves quickly and decisively before China does.

China Economy & Business
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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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