Content

Dispatches

Aug 6, 2026

The end of forward guidance can discipline capital flows in emerging markets

By Achilles Tsirgis

In recent years, emerging markets absorbed the increased risk appetite that the Federal Reserve’s volatility-reducing forward guidance had created.

Economy & Business Macroeconomics

Dispatches

Aug 5, 2026

Russia will sacrifice its civilian economy on the altar of the war effort

By Charles Lichfield and Brendon Chen

As the Central Bank of Russia runs out of options and bad loans accumulate on balance sheets, the Kremlin continues to privilege war-linked sectors.

Conflict Economy & Business

Dispatches

Aug 4, 2026

Despite what Putin says, Russia and Iran are linking the wars in Ukraine and the Middle East

By Katherine Spencer

Capabilities and expertise developed on the Ukrainian battlefield are now flowing back to the Middle East.

Conflict Intelligence

Dispatches

Aug 4, 2026

Three charts on how Latin American central banks are diverging on inflation

By Enrique Millán-Mejía and Raúl González-Pietrogiovanna

Governments that cannot raise more revenue and will not trim commitments end up borrowing, and the pressure lands back on their central banks.

Americas Economy & Business

Dispatches

Jul 31, 2026

Nepal and Bangladesh are delaying LDC graduation. Now comes the hard part. 

By Nischal Dhungel

Both countries would need to use any delay in exiting “least developed country” status to advance structural changes to their economies.

Bangladesh Economy & Business

Dispatches

Jul 31, 2026

10 questions (and expert answers) about the deal to disarm Hamas

By Atlantic Council experts

The US-led Board of Peace has announced an agreement that could lead to the disarmament of the Gaza-based terrorist group.

Israel Middle East

Dispatches

Jul 31, 2026

How Gaza’s reconstruction can get a boost from decentralized ledger-based digital IDs

By Avia Liberman

Building the digital identity infrastructure now, before reconstruction finance starts flowing at scale, is the right sequence.

Economy & Business Middle East

Dispatches

Jul 29, 2026

ASEAN does not need decoupling. It needs coordinated resilience.

By Nik Foster

If the group of Southeast Asian nations does not craft its own path of economic resilience, then it will end up importing the industrial policies of its larger neighbors.

East Asia Economy & Business

Dispatches

Jul 29, 2026

How Oman and Europe can open the Strait of Hormuz for good

By Jonathan Panikoff

Muscat should ask the British- and French-led maritime security mission to deploy to the strait within Omani territorial waters.

Conflict Europe & Eurasia

Dispatches

Jul 29, 2026

The Fable 5 shutdown and the troubling precedent it sets for AI policy

By Caroline Berry

Until Congress acts, the lesson for American AI developers is that their flagship products can be suspended with little warning.

Artificial Intelligence Cybersecurity