2026 Predictions: Washington vs. Wall Street

In this special episode of Guide to the Global Economy, Josh Lipsky and Sophia Busch test the GeoEconomics Center’s predictions for the 2026 global economy with Goldman Sachs Chief Economist Jan Hatzius.

The conversation explores where politicians and economists may be talking past each other when it comes to trade, AI, China, and the broader global outlook.

Listen to The Guide to the Global Economy wherever you get podcasts

Guide to the Global Economy is your go-to podcast for navigating the increasingly busy intersection of global economics, finance, national security, and geopolitics. Through interviews with leading experts and behind-the-scenes insights from the Atlantic Council’s GeoEconomics Center, we break down the storylines that matter most for the global economy—from major news everyone’s talking about to developments few have noticed. These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

Guide to the Global Economy Podcast

These days, if you don’t get economics, you don’t get Washington. From tariffs to crypto to sanctions and beyond, our team is here to guide you. Watch and listen wherever you get your podcasts.

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

Mar 12, 2025

Trump Tariff Tracker

The second Trump administration has embarked on a novel and aggressive tariff policy to address a range of economic and national security concerns. This tracker monitors the evolution of these tariffs and provides expert context on the economic conditions driving their creation—along with their real-world impact.

Econographics Feb 12, 2026

Despite US exemptions, the show goes on for a global minimum corporate tax

By Jeff Goldstein

The United States may have carved out protections for its multinationals, but the global minimum tax continues to move forward. With more than sixty-five countries implementing the OECD framework, policymakers are betting imperfect progress will prevent a relapse into corporate tax competition.

Economy & Business Europe & Eurasia

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

Learn more

Related Experts: Josh Lipsky and Sophia Busch

Image: A board shows the final numbers of the New York Stock Exchange September 29, 2008. The Dow lost about 778 points and posted its biggest daily percentage decline since the October 1987 stock market crash, while the benchmark S&P 500 also had its worst day in 21 years after the House sent the bailout plan to defeat by a vote of 228 to 205. REUTERS/Brendan McDermid (UNITED STATES)