GeoEconomics Center

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.

Content

Inflection Points

Apr 3, 2025

Why the markets keep getting Trump wrong

By Frederick Kempe

Investors repeatedly miscalculated US President Donald Trump’s far-reaching intentions regarding tariffs ahead of his announcements on April 2. Is this time different?

Economy & Business International Markets

Fast Thinking

Apr 2, 2025

How Trump’s ‘liberation day’ tariffs will transform global trade

By Atlantic Council

Our experts share their insights on how US President Donald Trump’s sweeping tariffs will impact US trade partnerships and the global economy.

China European Union

New Atlanticist

Apr 2, 2025

Do Americans want a Mar-a-Lago Accord?

By Daniel McDowell and David Steinberg

The US public appears pleased with the dollar’s current value and international role. It will need a lot of convincing to support moves to upend the status quo.

Economy & Business International Markets

AfricaSource

Mar 31, 2025

How Trump could upend global finance—and how the world might respond

By Ferid Belhaj

Concerns are growing—particularly among policymakers and experts in “New South” countries—about the direction in which the international financial system is heading.

Africa Economy & Business

GeoTech Cues

Mar 31, 2025

Trump’s sectoral-trade pivot: What it will take to succeed

By Mahnaz Khan

The United States is now seeing the dawn of a new sectoral trade policy—one that, if harnessed effectively, has the potential to strengthen US economic resilience.

Economy & Business International Markets

EnergySource

Mar 28, 2025

Nord Stream could divide Europe yet again 

By Michał Kurtyka

Washington's potential reset with Moscow, amid Ukraine peace negotiations, has revived discussions on the future of Nord Stream 2. Whether the Trump administration would cede its LNG market in Europe to Russian pipeline exports remains to be seen. For Europe, however, reopening the pipeline would be a costly mistake.

Eastern Europe Economy & Business

Infographic

Mar 26, 2025

Americas economies in-depth: The US-Mexico trade balance in context

By the Adrienne Arsht Latin America Center

Trade balances have become a hot topic in Washington in recent months, and the Trump administration has made clear its objective to rebalance US trade to limit imports and boost domestic production. But are all trade deficits equal?

Americas Economy & Business

Issue Brief

Mar 26, 2025

Trade with Colombia is big business for US exporters—amid growing Chinese influence in Latin America

By Geoff Ramsey, Enrique Millán-Mejía

The United States maintains a trade surplus with Colombia, which is also the top destination for US agricultural exports in South America. However, growing Chinese influence and political tensions threaten the bilateral relationship. To protect mutual economic interests, the United States can leverage diplomatic channels and private sector engagement.

Colombia Economy & Business

New Atlanticist

Mar 25, 2025

Dispatch from Hong Kong: The Panama Canal port sale has put Chinese authorities in a bind

By Josh Lipsky

Hong Kong-based CK Hutchison Holdings’ decision to sell its Panama Canal ports to BlackRock stunned officials in Hong Kong and Beijing.

China Economy & Business

New Atlanticist

Mar 25, 2025

The US needs to build a new Caribbean policy. Rubio’s trip to the region can be the first step.

By Wazim Mowla

US engagement with the Caribbean should prioritize energy investments and efforts to reduce violent crime in the region.

Caribbean Economy & Business

Experts