Content

In the News

Aug 29, 2024

Lipsky quoted by the Brookings Institution on de-dollarization and future of payments technology

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Macroeconomics

In the News

Aug 29, 2024

Tran quoted by the South China Morning Post on the value of the US dollar

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Macroeconomics

Econographics

Aug 27, 2024

Going for gold: Does the dollar’s declining share in global reserves matter?

By Hung Tran

If gold—which has recently experienced a surge in purchases by many global central banks—is included in reserve asset portfolios, the share of the US dollar is smaller than what the IMF has highlighted.

Economy & Business International Financial Institutions

Sinographs

Aug 22, 2024

Why the next trade war with China may look very different from the last one

By Mrugank Bhusari

Far more countries share concerns over the impact of an expansion of Chinese exports. This time, they will likely target finished consumer goods over intermediary inputs.

China Economy & Business

Econographics

Aug 14, 2024

Get ready for a volatile fall in the financial markets—but not necessarily a downturn

By Josh Lipsky, Alisha Chhangani

Between an election, the threat of conflict, and a slowing economy, there is likely to be more volatility in the months ahead. But volatility doesn’t mean a downturn—it just means there’s more uncertainty than usual. 

Economy & Business International Markets

In the News

Aug 9, 2024

Central Bank Digital Currency Tracker cited in The Banker op-ed on the potential Harris administration’s policy

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Macroeconomics
In China's eastern city of Jiujiang, workers in the steel building materials market hoisting steel.

Issue Brief

Aug 7, 2024

China Pathfinder: Q2 2024 update

By GeoEconomics Center and Rhodium Group

In the second quarter of 2024, China’s leaders insisted that economic growth was strong and on track. However, China's financial vital signs–property markets, stock prices, and consumer sentiment–all indicate weakness.

China Financial Regulation

New Atlanticist

Aug 5, 2024

Behind the market turmoil: Why a bad jobs report and the risk of war are shaking the financial world

By Josh Lipsky

A geopolitical crisis and disappointing economic news at the same time create a haze that can make each situation appear more threatening than it actually is.

Economy & Business Energy & Environment

New Atlanticist

Jul 29, 2024

The EU needs to adapt its fiscal framework to the threat of war

By Piotr Arak

Without revisions, the bloc’s fiscal rules risk preventing member states from making necessary increases in defense spending.

Defense Industry Defense Policy
French National Assembly with Olympic statues

Econographics

Jul 26, 2024

What French economic policy may look like after the Olympics

By Charles Lichfield and Gustavo Romero

The snap parliamentary election in France produced no absolute majority, and negotiations on government formation have begun. As Macron’s centrists attempt to construct a broad coalition, what economic policies can they suggest to bring the center-left and center-right onside?

Economy & Business Elections

Experts