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.
EconoGraphics May 9, 2022
Deploying QT – The Fed readies its new tool to fight inflation
By Ole Moehr
June 1 onwards, the Fed will begin to reduce the size of its balance sheet, i.e., conduct quantitative tightening. But how does QT work, what are its goals, and are there potential risks of the policy?
Econographics Apr 29, 2022
Wargaming a Western Freeze of China’s Foreign Reserves
By Hung Tran
China’s new Financial Stability Law creates a new framework for furthering financial stability in the country. This has implications for the United States, which is undergoing fiscal tightening, as well as emerging markets, where portfolio capital has begun flowing outward.
Econographics Apr 28, 2022
Stocks on Mars and savings accounts on Venus? Accelerating female economic empowerment by narrowing the wealth gap between men and women
By Alexis Crow
Temporary and structural policies now aim to boost women’s economic prospects that have been diminished by the pandemic. But the question begs to be asked: what is the next “big thing” in female economic empowerment, and accordingly, in ESG policy and investment?
Issue Brief May 11, 2022
China Pathfinder: Q1 2022 Update
By GeoEconomics Center and Rhodium Group
Over the past ten months, teams from the Atlantic Council and Rhodium Group have taken a dive into China’s economy to address a fundamental question: Is China becoming more or less like other open-market economies?
Report May 11, 2022
China’s faltering “zero COVID” policy: politics in command, economy in reverse
By Jeremy Mark, Michael Schuman
Could Beijing’s doubling down on the “zero COVID” policy undermine the narrative of China’s superiority in responding to the pandemic—and the image and stature of Xi’s rule?
Report Apr 28, 2022
The future of UK banking and finance
By Panagiotis Asimakopoulos, Christopher Breen, and William Wright
This report provides an ambitious blueprint for the future of UK banking and finance. It emphasizes the need for more rapid reform in three broad areas: enabling the sector to better support the UK economy, improving its international competitiveness, and mapping the role it can play in developing global cooperation and partnerships.
Issue Brief Apr 1, 2022
Foreign direct investment, infrastructure, and supply chain resiliency: A new nexus for US industrial strategy
By Amin Mohseni-Cheraghlou
Introduction The United States’ aging infrastructure is currently unable to support the kind of economic growth and productivity it needs to successfully compete with other advanced and emerging economies. This includes the present state of nontraditional infrastructure, such as the semiconductor industry; and recent shortages have highlighted US dependency on foreign producers. Inbound FDI stock […]
Report Nov 30, 2021
Transatlantic tools: Harmonizing US and EU approaches to China
By Noah Barkin and Agatha Kratz
Cooperation between the US and the EU is essential if they are to develop effective responses to the challenges presented by China. However, there has been a lack of coordination in recent years. Nevertheless, this paper argues there is now an opportunity under the Biden Administration for the United States and Europe to learn from each other and harmonize some of their China-related efforts.