Content

Sinographs

Jul 31, 2025

Beijing extends and pretends to deal with its mountain of local government debt

By Jeremy Mark

Beijing's three-year local debt restructuring plan fails to actually address the trillions of dollars weighing on local governments and will only cause greater problems down the road.

China Economy & Business

New Atlanticist

Jul 30, 2025

For emerging markets, the biggest threat isn’t reduced aid. It’s financial volatility.

By Achilles Tsirgis

Emerging markets’ sovereign and corporate bonds are under strain, largely driven by erratic fiscal and trade policy signals from Washington.

China Economy & Business

Inflection Points

Jul 3, 2025

An Independence Day warning about the US dollar

By Frederick Kempe

Long the cornerstone of global finance, the US dollar is being diminished in ways that are both cumulative and new.

Economy & Business Macroeconomics

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
Stock market, by Big C Studio

Infographic

Jun 11, 2025

Americas economies in depth: LAC’s economic outlook in mid-2025

By the Adrienne Arsht Latin America Center

This infographic asks the question: Where do Latin American and Caribbean economies stand halfway through 2025? As global trade tensions rise and economic uncertainty deepens, the region faces a shifting landscape—but also new opportunities.

Americas Economy & Business

In the News

May 27, 2025

Donovan and Nikoladze cited in the South China Morning Post on the rising role of gold in sanctions evasion

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Economic Sanctions Economy & Business

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

In the News

May 26, 2025

Donovan and Nikoladze cited by Kitco News on the reasons behind the surge in gold demand

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Economic Sanctions Economy & Business

In the News

May 16, 2025

Mühleisen quoted by Reuters on the IMF and World Bank’s potential role in Syria’s reconstruction

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Economic Sanctions Economy & Business

Econographics

May 12, 2025

Multilateralism under pressure: Takeaways from the 2025 IMF Spring Meetings

By Bart Piasecki

The 2025 IMF Spring Meetings unfolded against a backdrop of mounting geopolitical tensions, economic fragmentation, and rising doubts about the future of multilateral cooperation. Here are the key insights.

International Financial Institutions Macroeconomics

Experts