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

Is the US Still Leading in Global Trade?

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
Is the US Still Leading in Global Trade?

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
Is the US Still Leading in Global Trade?

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 26, 2026

Africa enters 2026 facing a debt crisis. The answer lies in regional solutions.

By Juliet Lancey

The solution to debt crises in African nations lies in global and regional cooperation.

Africa Financial Regulation

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

Econographics

Jan 22, 2026

As markets turn volatile, leverage is back in the spotlight

By Hung Tran

Market turmoil has returned, highlighting how rising leverage plays a part in making the global financial system more fragile and vulnerable to shocks.

Economy & Business Financial Regulation

Econographics

Jan 15, 2026

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

By Alisha Chhangani

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 Andrew D’Anieri

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 Sohan Dasgupta

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 Bart Piasecki

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 Lesley Chavkin

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 Hung Tran

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 Jessie Yin

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
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EconoGraphics

Feb 24, 2015

Is the US Still Leading in Global Trade?

By Global Business & Economics Program

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 Global Business & Economics Program

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 Global Business & Economics Program

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

EconoGraphics

Feb 3, 2015

Where is the Greek Business Model Going?

By Global Business and Economics Program

Greece has once again thrust itself into the headlines as the new Syriza government led by Alexis Tspiras pledged to go back to the drawing board and renegotiate with the nation's creditors.