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Econographics

Oct 30, 2026

As energy prices threaten inflation again, Lagarde’s European Central Bank legacy offers lessons

By Hung Tran

Christine Lagarde's European Central Bank legacy reflects strong crisis management and efforts to strengthen the euro, but a mixed record on inflation.

Economy & Business Europe & Eurasia

Report

Oct 20, 2026

The European Union as a compound power in Cold War 2.0

By Piotr Arak and Velina Tchakarova

Contrary to the prevailing narrative, the European Union has the economic power and strategic vision to act as a credible major power. Willingness to act is the missing piece.

Defense Industry Energy Transitions

Econographics

Sep 21, 2026

The four issues our experts are watching ahead of this week’s Trump-Xi summit

By Beth Baltzan, Jeremy Mark, Stephen P. Vaughn, Jessie Yin

From AI governance to trade and economic headwinds in Beijing, our experts break down the key questions shaping the summit—and what could come next.

China Economy & Business

Econographics

Sep 17, 2026

Ten years into Trump’s trade experiment, the US continues to defy expectations

By Stephen P. Vaughn

A decade of tariffs and trade wars has yet to deliver the economic collapse many critics predicted. Instead, the data tell a more complicated story.

Economy & Business Macroeconomics

MENASource

Aug 31, 2026

The Iran war is no Vietnam. But it may become an economic quagmire for the Gulf.

By Kurt Davis Jr.

Five costs related to the Iran war are compounding across the Gulf and its trading partners, and none will be eliminated soon.

Economy & Business Iran

Inflection Points

Aug 26, 2026

The danger of hitting mute on US bond markets

By Frederick Kempe

Stanley Druckenmiller's argument against his protégé Treasury Secretary Scott Bessent's approach has caused a stir in fixed-income markets.

Economy & Business Macroeconomics

Econographics

Aug 13, 2026

Are rising bond yields and elevated leverage a recipe for market turmoil?

By Hung Tran

Rising bond yields, elevated leverage, and an ongoing correction in AI stocks are making the financial system more fragile. The appropriate response is preparation, not panic.

Economy & Business Macroeconomics

Report

Aug 11, 2026

Mapeo de la inversión estadounidense en América Latina y el Caribe

By Jose Antonio Gonzalez Anaya, Martin Cassinelli

Las inversiones de China en América Latina y el Caribe acaparan los titulares pero, aunque Estados Unidos ha sido durante mucho tiempo el mayor inversionista de la región, se sabe menos sobre hacia dónde van sus inversiones. Nuevos datos muestran qué países y sectores reciben la mayor inversión estadounidense, y cómo esa inversión afecta a las economías locales.

Economy & Business Latin America

MENASource

Aug 8, 2026

The GCC’s wartime borrowing machine is helping counter the Iran war

By Eric Fine

An experienced investor in emerging market debt answers seven burning questions about GCC debt and borrowing.

Economy & Business Macroeconomics

Dispatches

Aug 6, 2026

The end of forward guidance can discipline capital flows in emerging markets

By Achilles Tsirgis

In recent years, emerging markets absorbed the increased risk appetite that the Federal Reserve’s volatility-reducing forward guidance had created.

Economy & Business Macroeconomics

Experts