Featured analysis

Latest analysis

Econographics

May 22, 2024

There’s less to China’s housing bailout than meets the eye

By Jeremy Mark

Beijing’s property measures are a drop in the ocean

China Economy & Business

Econographics

May 21, 2024

The Euro’s share of international transactions is likely smaller than it looks 

By Hung Tran

And the renminbi’s is larger.

China Economy & Business

Econographics

May 21, 2024

Russia Sanctions Database: May 2024

By Kimberly Donovan, Maia Nikoladze, Ryan Murphy, and Alessandra Magazzino

The Atlantic Council’s Russia Sanctions Database tracks the restrictive economic measures Western allies have placed on Russia and evaluates whether these measures are successful in achieving the stated objectives.

China East Asia

Econographics

May 14, 2024

What to do about ransomware payments

By Carole House

And why payment bans alone aren’t sufficient.

Artificial Intelligence Cybersecurity

Econographics

May 8, 2024

‘Creative solutions’ with Russia’s immobilized assets must rise to the challenge Ukraine now faces

By Oleg Dunda

$280 billion of Russian reserves can be used more strategically–without crossing red lines–to get funding to Ukraine.

Financial Sanctions and Economic Coercion International Financial Institutions

Econographics

May 7, 2024

The Enrico Letta Report and the state of the EU’s Capital Market Union

By Hung Tran

The Letta report emphasizes transforming the EU's fragmented markets by prioritizing harmonization over new financial products, but achieving this requires a significant and sustained effort.

Economy & Business Europe & Eurasia
Central bank building with gate

Econographics

May 2, 2024

Understanding the plan to create a $50 billion Ukraine bond from Russia’s blocked assets

By Charles Lichfield, Mrugank Bhusari

The United States is pushing the G7 to consider a sovereign loan of $50 billion to Ukraine which would be repaid using the interest income on blocked Russian assets. Where does this $50 billion figure come from?

Financial Sanctions and Economic Coercion Russia

Econographics

May 1, 2024

How to improve the technical skill of the US national security workforce

By Lesley Chavkin, Eitan Danon, and Sigal Mandelker

We cannot expect to compete on the world stage without equipping the US civil service with the skills and experience needed to understand and harness the technological trends that will define the future. But if we want our best and brightest—our most ambitious and innovative—women and men to pursue federal service, we have to do a better job of proactively making the case why.

Economy & Business United States and Canada

Econographics

Apr 30, 2024

The yen’s travails in an era of geopolitical rivalry

By Hung Tran

In an era marked by geopolitical tensions, the yen's depreciation underscores the broader economic fallout from a persistently strong dollar and rising US interest rates.

Economy & Business Indo-Pacific
Factory under construction

Econographics

Apr 29, 2024

The IMF warms to industrial policy—but with caveats

By Walter Frick

Industrial policy is making a comeback around the world. There’s no better sign of this than the new attention paid to subsidies by bastions of the Washington consensus like the International Monetary Fund (IMF), which has historically been very skeptical of them.

Fiscal and Structural Reform International Financial Institutions

Content

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

Econographics

Jun 19, 2026

Central banks can’t afford to keep missing their inflation targets

By Jack Muldoon

While the Iran war explains the sudden rise in inflation, relying on this excuse obscures that there is potentially a long-term problem central banks will need to confront as they manage the long tail of this crisis.

Economy & Business Macroeconomics