Programs

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.

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Featured Analysis

Breaking down Janet Yellen’s comments on Chinese overcapacity

Econographics Jun 6, 2025

The search for safe assets

By Hung Tran

The deterioration of the US fiscal outlook has put international investors, especially foreign central banks, in a quandary. There is no good alternative to US Treasuries as safe reserve assets.
Economy & Business Europe & Eurasia
Breaking down Janet Yellen’s comments on Chinese overcapacity

Econographics May 29, 2025

After partial relief, what’s next for Syria sanctions?

By Alex Zerden

Syria remains a high-risk jurisdiction due to years of conflict, endemic corruption, state institution collapse, narcotrafficking of captagon, insufficient anti-money laundering efforts, and inadequate financing of terrorism controls.
Economic Sanctions Economy & Business
Breaking down Janet Yellen’s comments on Chinese overcapacity

Sinographs Jun 2, 2025

Hong Kong highlights China’s policy of decoupling from US financial markets

By Jeremy Mark

The political benefits of an international financial center with Chinese characteristics will outweigh the pain that decoupling inflicts on China’s private sector.
China Economy & Business
Breaking down Janet Yellen’s comments on Chinese overcapacity

New Atlanticist May 27, 2025

What’s the Trump administration’s dollar strategy? It depends on who you ask.

By Alisha Chhangani

Within the White House, there appear to be competing and fractured views of the dollar’s role. This dissonance could result in harm to the currency’s long-term dominance.
Digital Currencies Economy & Business
Breaking down Janet Yellen’s comments on Chinese overcapacity

Issue Brief Jun 6, 2025

How Japanese economic statecraft has shifted from promotion to protection

By Charles Lichfield

Japan is in a geopolitically challenging neighborhood and is witnessing the basic tenets of its foreign policy—from alignment with the United States to fostering a rules-based environment—come under unprecedented stress.
East Asia Economic Sanctions
Breaking down Janet Yellen’s comments on Chinese overcapacity

New Atlanticist Jun 6, 2025

Even as courts step in, Trump still has plenty of tariff options. US trading partners should intensify negotiations.

By Brian Janovitz

Section 301 may entail more work for the White House, but it could provide a relatively straightforward pathway to broad-based tariffs.
Economy & Business Politics & Diplomacy

In-Depth Research

In the News Nov 15, 2024

Avoiding Entanglement: G20 Responses in a Taiwan Crisis report cited by the Wall Street Journal on how China would respond to trade restrictions from the West

Read the full article here
Brazil China
Breaking down Janet Yellen’s comments on Chinese overcapacity

Report Oct 22, 2024

The economic and social costs of the war in Gaza

By Perrihan Al-Riffai

After a year of war, Israel, the Palestinian territories, and neighboring countries need a permanent ceasefire. But with development gains erased, billions of dollars in infrastructure damaged, and skyrocketing unemployment, the Middle East also urgently needs a solid reconstruction plan.
Conflict Israel
Breaking down Janet Yellen’s comments on Chinese overcapacity

Report Oct 9, 2024

End of the line: The cost of faltering reforms

By Atlantic Council GeoEconomics Center and Rhodium Group

The China Pathfinder project examines whether China’s economy is converging or diverging with the world’s leading open market economies.
China Digital Policy
Breaking down Janet Yellen’s comments on Chinese overcapacity

Issue Brief Sep 20, 2024

Toward a financial inclusion agenda for the global majority

By Nicole Goldin

Policymakers, investors, and innovators must advance a new financial inclusion agenda designed for the global majority.
Economy & Business Fiscal and Structural Reform
Breaking down Janet Yellen’s comments on Chinese overcapacity

Report Sep 9, 2024

Sharing the post carbon economy means building a resilient EV supply chain

By Sarah Bauerle Danzman

In this report Sarah Bauerle Danzman advances the policy discussion by compiling trade, investment, and EV industrial policy data across the G20, and offers six recommendations to the G20 to build a resilient EV supply chain.
Brazil China
Breaking down Janet Yellen’s comments on Chinese overcapacity

Report Jun 7, 2024

Reconstructing Ukraine at war: The journey to prosperity starts now

By John E. Herbst, Olga Khakova, Charles Lichfield

Rebuilding the Ukrainian economy after Russia’s full-scale invasion will be a monumental task. Reconstruction can’t wait for peace and must be a well-coordinated, inclusive process.
Economy & Business Energy & Environment

Read the latest from the GeoEconomics Center

Econographics

Jun 23, 2025

From trade wars to capital wars: Section 899 could rattle global capital markets

By John Satory

Section 899 of the One Big Beautiful Bill Act plans to tax certain foreign investors, testing investor confidence in America’s financial leadership and market stability.

Economy & Business Financial Regulation

Econographics

Jun 19, 2025

Hawks vs. doves: The split between the Fed and the ECB

By Bart Piasecki

While the ECB signals an end to its rate-cutting cycle, the Fed hesitates. This article explores the macroeconomic and policy reasons behind it.

Economy & Business European Union

Econographics

Jun 17, 2025

Anonymous shell companies pose a threat to US national security. Here is how to address it.

By Julie Brinn Siegel

On March 26, the Department of the Treasury scrapped critical federal rules that would have made most anonymous shell companies illegal. The rules would also have prevented them from being abused by drug cartels, human traffickers, foreign adversaries like Iran and China, terrorist groups, and other bad actors.

China Economy & Business
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Content

Sinographs

Apr 9, 2024

Breaking down Janet Yellen’s comments on Chinese overcapacity

By Hung Tran

It is reasonable to criticize and complain to China, but policymakers should remember that an end to overcapacity would mean a major shift in China’s economic model—which is exceedingly unlikely.

China Economy & Business

In the News

Apr 9, 2024

Bauerle Danzman interviewed by Marketplace on CHIPS Act and TSMC investment

Read the full article here.

International Markets Macroeconomics

In the News

Apr 8, 2024

Wald featured in Bloomberg: JPMorgan makes the case that high rates are actually driving inflation
International Markets Middle East

China-MENA Podcast

Apr 8, 2024

The Political Thought of Xi Jinping and Its Impact on MENA

By Atlantic Council

Steve Tsang joins us to explore Xi Jinping's political philosophy from Xi's speeches and personal writings and how it propels a new state ideology, autocratic alliances, and what it means for the future of China and the Middle East and North Africa.

China Economy & Business

Inflection Points Today

Apr 8, 2024

The Biden administration is sounding the alarm about Chinese support for Russia

By Frederick Kempe

US officials hope publicly pushing back on China’s support for Russia’s invasion will cause Beijing to reconsider its aid to Moscow.

China Economic Sanctions

In the News

Apr 8, 2024

Tran interviewed by CNBC on Chinese manufacturing overcapacity in high tech and green energy goods

Watch the full interview here.

China International Markets

In the News

Apr 8, 2024

Tran cited by Reuters on Chinese manufacturing overcapacity

Read the full article here.

China International Markets

New Atlanticist

Apr 7, 2024

Ursula von der Leyen set Europe’s ‘de-risking’ in motion. What’s the status one year later?

By Jörn Fleck, Josh Lipsky, David O. Shullman

The European Commission president presented a new economic vision for the European Union’s relationship with China in March 2023.

Economy & Business European Union

In the News

Apr 7, 2024

Graham cited by Bloomberg on Chinese manufacturing overcapacity in high tech and green energy goods

Read the full article here.

China International Financial Institutions

In the News

Apr 5, 2024

Graham cited by Bloomberg on Chinese manufacturing overcapacity and electric vehicle (EV) exports

Read the full article here.

China Economy & Business
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Experts

Fellow

Valbona Zeneli

Nonresident Senior Fellow

Europe Center Scowcroft Center for Strategy and Security

Albanian Corruption

Millennium fellow

Helen Zhang

Associate Principle, Google

Millennium Leadership Program

Digital Policy Media

Millennium fellow

Jose Ziebarth

Director of Special Projects, Brazilian Ministry of Economy

Millennium Leadership Program

Brazil Digital Policy

Events

Public Event Tue, June 24, 2025 • 3:00 pm ET

2025 Freedom and Prosperity Indexes launch
Eastern Europe Freedom and Prosperity Human Rights Inclusive Growth
Flagship Event Tue, September 30, 2025 • 9:00 am ET

2025 Transatlantic Forum on GeoEconomics

The Transatlantic Forum on GeoEconomics is an annual conference convening economic and financial leaders from both sides of the Atlantic.
Digital Policy Economy & Business Europe & Eurasia European Union