Featured analysis

Latest analysis

Econographics

Jul 27, 2026

Why banning open-source AI is a bad idea

By JP Schnapper-Casteras

The best response to capable Chinese open models is not to make US developers less capable. It is to build better, safer, more competitive US models—open and closed.

Artificial Intelligence China

Econographics

Jul 23, 2026

Kenya wants to monetize its data. But at what cost?

By Aadyaa Maddi, Karen Sowon, and Giulia Fanti

As data becomes a strategic resource, Kenya wants to cash in. But without stronger safeguards on consent, privacy, and valuation, its data strategy could become a cautionary tale.

Africa Digital Policy

Econographics

Jul 23, 2026

Mexico can turn USMCA pressure into an industrial opportunity

By Ernesto Stein, Phil Lovegren

Mexico’s record exports mask an uncomfortable reality: its fastest-growing industry—data processing machines—relies overwhelmingly on Asian inputs. A carefully redesigned USMCA could help the country move up the value chain.

Economy & Business Financial Regulation

Econographics

Jul 22, 2026

The US just threatened new tariffs on Canada. Here’s why they may not work.

By Madeline Chalecki

The latest escalation in the US-Canadian tariff standoff highlights the limits of using trade restrictions as a negotiating tool—and the risks of getting trapped in a cycle of retaliation.

Americas Trade and tariffs

Econographics

Jul 20, 2026

Germany is finally waking up to the China challenge. And Beijing is gearing up to respond

By Jessie Yin

As Berlin confronts the effects of the China Shock 2.0, the EU will need to proceed strategically. After all, Beijing has expanded its economic statecraft toolkit to counter the EU's anti-dumping and anti-subsidy duties.

China Economy & Business

Econographics

Jul 10, 2026

Inside the power struggle over Venezuela’s debt restructuring

By Bart Piasecki

As Venezuela prepares to restructure $240 billion in debt, a high-stakes contest over oil revenues is unfolding—one that could reshape creditor recoveries, US-China competition, and the country’s economic future.

Economy & Business Fiscal and Structural Reform

Econographics

Jul 7, 2026

A weak yen spells trouble for Japan—at home and abroad

By Hung Tran

Japan’s weak yen is not a market anomaly. Structural capital outflows, shifting investment patterns, and dollar strength are keeping pressure on the currency—and creating potential new tensions with Washington.

Economy & Business Japan

EnergySource

Jul 2, 2026

With US sanctions temporarily lifted, is Iranian crude back on the menu?

By Lize de Kruijf, Chloe O’Connor

The US-Iran deal waives sanctions on Iranian oil sales, but Washington will need further steps to meaningfully shift global crude trade and ensure clearer visibility into Iranian oil transactions.

Dollar Dominance Energy & Environment
The flags of Canada, the United States, and Mexico

EconoGraphics

Jun 30, 2026

The five stages of a USMCA shakeup

By Madeline Chalecki

While the agreement may survive at the end of negotiations, years of uncertainty, tariffs, and prolonged talks could reshape North American trade.

Americas Economy & Business

Econographics

Jun 24, 2026

As democracies grow old, it becomes harder to adopt sound economic policies

By Martin Mühleisen

By slowing growth and tightening fiscal space, aging in democracies may contribute to an increase in political polarization.

Economy & Business Fiscal and Structural Reform

Content

Econographics

Nov 4, 2026

The midterms are done. Time for the fiscal clashes to begin.

By Josh Lipsky, Bart Piasecki

The Democrats’ victory in the 2026 US midterm elections sets the stage for major showdowns on the federal budget and the debt ceiling.

Dollar Dominance Economy & Business

Econographics

Nov 3, 2026

A $6 billion hack in a season of AI anxiety

By JP Schnapper-Casteras

A $6.3 billion Binance hack and AI-assisted discoveries of software vulnerabilities made unsettling headlines. But not everything is as new or terrifying as it seems.

Artificial Intelligence Digital Currencies

Econographics

Oct 30, 2026

As energy prices threaten inflation again, Lagarde’s European Central Bank legacy offers lessons

By Hung Tran

Christine Lagarde's European Central Bank legacy reflects strong crisis management and efforts to strengthen the euro, but a mixed record on inflation.

Economy & Business Europe & Eurasia

Econographics

Oct 20, 2026

The rewiring of globalization is under way

By Hung Tran

Global supply chains are being reconfigured in response to geopolitical and economic upheaval. This is a more nuanced picture than the term "deglobalization" suggests.

China Economy & Business

Econographics

Oct 13, 2026

How the trade war with Canada is hitting US states—and could sway midterm elections

By Madeline Chalecki and Delnaz Ghadiali

Tariffs on both sides of the border have concentrated the financial burden on specific states and industries, bringing the trade war into some of the country’s most competitive political races.

Economy & Business North America

EconoGraphics

Oct 12, 2026

Live updates from the IMF-World Bank Annual Meetings in Thailand as financial leaders take on AI, debt, and geopolitical upheaval

By Atlantic Council experts

Our experts are on the ground talking to leaders and getting the behind-the-scenes scoop on how the Bretton Woods institutions are taking on the most urgent challenges in the global economy.

Economy & Business Energy & Environment

Econographics

Oct 2, 2026

Investing in Europe’s next growth engine

By Charles Lichfield

With Western European investment becoming less dependable, Central and Eastern Europe faces a choice: attract new foreign capital, or do more to mobilize the investment potential within the region itself.

Economy & Business Europe & Eurasia

Econographics

Oct 1, 2026

Can Mexico thread the needle between Washington and Beijing?

By Phil Lovegren, Ernesto Stein

As US-Mexico trade talks approach, the Mexican government faces a delicate balancing act: curbing Chinese trade and investment without cutting off vital inputs and foreign capital.

China Economy & Business

Econographics

Oct 1, 2026

Making the EU’s new industrial rulebook work for Central Europe

By Charles Lichfield

As the EU rethinks its approach to industrial policy, Central Europe needs to make sure the shift strengthens the region’s manufacturing base.

Economy & Business Energy & Environment

Econographics

Sep 30, 2026

To save its manufacturing base, Europe needs to look east

By Charles Lichfield

Europe is counting on Central and Eastern Europe to power its manufacturing revival—but first, it needs to make sure Germany’s slowdown doesn’t drag the region down with it.

Economy & Business Europe & Eurasia