Economy & Business

The US must lead with allies or risk becoming a bystander in a reshaped international financial system. As the global economy struggles to recover from COVID-19 and rising powers like China assert economic influence, this mission is critical to the long-term prosperity of the United States and its allies. Strong collaboration between the public and private sectors can help revitalize open markets for the twenty-first century.

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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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Inflection Points

Jan 30, 2026

Markets and allies aren’t ‘selling’ America. They’re ‘hedging’ it.

By Frederick Kempe

The US dollar’s recent slide is not due to global investors abandoning the United States, but the trend does reveal an erosion of trust.

Dollar Dominance Economy & Business

Fast Thinking

Jan 30, 2026

What Kevin Warsh means for the Federal Reserve and the US economy

By Atlantic Council

US President Donald Trump will nominate Warsh, a former member of the Federal Reserve Board of Governors, to chair the US Federal Reserve.

Economy & Business Macroeconomics

Dispatches

Jan 30, 2026

Trump finally got the Fed chair he always wanted (or so he thinks)

By Josh Lipsky

The president announced Kevin Warsh as his nominee for Federal Reserve chair Friday morning.

Economy & Business Macroeconomics

UkraineAlert

Jan 29, 2026

Ukraine’s defense tech sector can play a key role in economic security

By Eric K. Hontz

Ukraine’s defense tech and dual-use sector is a rare wartime success story, with over six hundred innovative and combat‑tested firms becoming increasingly attractive to international investors, writes Eric K. Hontz.

Conflict Defense Industry

Econographics

Jan 28, 2026

China’s property slump deepens—and threatens more than the housing sector

By Jeremy Mark

China's property sector slump is in its fifth year, with no end in sight. This poses real risks to the banking system and the country's financial stability.

China Economy & Business

Dispatches

Jan 28, 2026

To boost Venezuela’s economic recovery, the US should lean into Colombia

By Enrique Millán-Mejía

With the right safeguards in place, increased US coordination with Colombia can help boost Venezuela’s reconstruction.

Colombia Economy & Business

Inflection Points Today

Jan 28, 2026

The ‘mother of all’ trade deals in the time of Trump

By Frederick Kempe

On Tuesday, the European Union and India announced a free trade deal—an example of how the global system is reorganizing itself.

Economy & Business European Union

Dispatches

Jan 27, 2026

The India–EU trade deal is worth watching, but not overhyping

By Mark Linscott

The newly announced free trade agreement is an important accomplishment, even if it is unlikely to be transformational.

Economy & Business European Union

Dispatches

Jan 27, 2026

The EU and India are creating a free trade area of two billion people. What’s next?

By Atlantic Council experts

Atlantic Council experts answer five pressing questions about the major trade deal between Brussels and New Delhi announced on Tuesday.

Economy & Business European Union

Podcast

Jan 27, 2026

Markets, monetary policy, and central bank independence

By the GeoEconomics Center

In this episode of Guide to the Global Economy, experts assess the significance of the US Justice Department’s investigation into Federal Reserve Chair Jerome Powell and growing tensions between the White House and the Fed over interest rates, why markets aren’t reacting to the clash, and what’s at stake for US economic credibility and the US economy as a whole.

Economy & Business

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