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

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

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

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

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

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

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

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

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

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

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

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

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

Jul 10, 2025

The stablecoin race

By Hung Tran, Barbara C. Matthews

Each country’s agenda is motivated by questions about the sustainability of the dollar’s dominant global role.

Digital Currencies Economy & Business

New Atlanticist

Jul 8, 2025

April, July, now August: Our expert guide to Trump’s latest tariff moves

By Atlantic Council experts

“Liberation Day” was nearly ninety days ago, and now the deadline for many nations to negotiate a trade deal and avoid US tariffs is extended to next month. Atlantic Council experts explain what’s behind the moving calendar.

Economy & Business Politics & Diplomacy
Stablecoins

Fintech Frontlines

Jul 8, 2025

Stablecoins are trending, but what frictions and risks are getting overlooked?

By Ashley Lannquist

Stablecoin usage is complex for consumers, and large-scale adoption could introduce new challenges for financial stability and regulatory oversight.

Digital Currencies Economy & Business
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Content

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
Bulk carrier ship in river port. Dry cargo grain elevator trade. Agrarian maritime facility. Cargo ship in the sea. Sunset view. factory on the water.

Econographics

Apr 5, 2024

Ukraine’s grain exports are crucial to Africa’s food security

By Yulia Bychkovska

Moscow is trying to increase Africa’s dependence on its imports by blocking the exports of Ukrainian grain. By helping Ukraine sell its grain, the West can offer the African continent an alternative to Russia’s grain and decrease Russia’s profits.

Africa Economic Sanctions

In the News

Apr 4, 2024

Panikoff quoted in The Sydney Morning Herald on Saudi Arabia’s intertwined economic future and foreign policy

By Atlantic Council

Economy & Business Geopolitics & Energy Security
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Experts

Staff

Annie (Yu-Lin) Lee

Program Assistant

Freedom and Prosperity Center

East Asia Rule of Law

Fellow

Carrie Lee

Senior Advisor

Scowcroft Center for Strategy and Security

Afghanistan Central Asia

Staff

Joseph Lemoine

Senior Director

Freedom and Prosperity Center

Africa Economy & Business

Millennium fellow

Marcel Lewicki

Director of Partnerships and Development, Munich Security Conference

Millennium Leadership Program

Central Europe Eastern Europe

Millennium fellow

Merry Lin

Former Senior Advisor, National Economic Council, The White House

Millennium Leadership Program

China East Asia

Staff

Josh Lipsky

Chair, International Economics

GeoEconomics Center

China Digital Currencies
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Events

Online Event Fri, July 11, 2025 • 10:30 am ET

What comes next for transatlantic trade
Economy & Business Europe & Eurasia European Union Trade and tariffs
Online Event Thu, July 17, 2025 • 9:30 am ET

Book talk: A portrait of ‘the man who would be king’
Economy & Business Energy & Environment Middle East Politics & Diplomacy
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