Macroeconomics

Macroeconomics

The global economy appears to be in good health, but beneath the surface important shifts are underway. China is challenging US leadership in many arenas. Unprecedented loose monetary policy continues to underpin growth in advanced economies, while fiscal policy remains inconsistent. Trade tensions threaten economic expansion. Inequality between and within countries is on the rise. The economic performance of just one country can affect economies across the world, making it important to promote sustainable and inclusive growth everywhere.

To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

New Atlanticist Jan 3, 2023

Five trends to watch in 2023 as the global economy tries a dangerous reboot

By Josh Lipsky

With each trend, policymakers can focus on a return to the status quo or build something different, and better, this year.
China Economy & Business
To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

Econographics Feb 21, 2023

Offensive friendshoring and deteriorating US-China relations

By Hung Tran

The increasingly offensive use of an offensive US friendshoring policy will make it more challenging to manage US-China strategic competition
China Economy & Business
To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

New Atlanticist Feb 23, 2023

The big questions (and answers) about Ajay Banga’s nomination to lead the World Bank

By Atlantic Council experts

What to know about the former Mastercard chief executive officer’s surprise nomination to lead the World Bank.
Economy & Business Fiscal and Structural Reform

Content

Econographics

Feb 20, 2026

To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

By Hung Tran

Policymakers and investors should actively incentivize laggard firms to adopt productivity-enhancing practices and technologies.

Economy & Business Europe & Eurasia

Econographics

Feb 12, 2026

Despite US exemptions, the show goes on for a global minimum corporate tax

By Jeff Goldstein

The United States may have carved out protections for its multinationals, but the global minimum tax continues to move forward. With more than sixty-five countries implementing the OECD framework, policymakers are betting imperfect progress will prevent a relapse into corporate tax competition.

Economy & Business Europe & Eurasia

Econographics

Feb 10, 2026

China’s warning on US Treasuries—and why its timing matters

By Jeremy Mark, Josh Lipsky

Beijing has joined the conversation on the dollar. It was leaked this week that Chinese regulators have been urging domestic financial institutions to cut back on US Treasuries, and this timing is no coincidence.

China Dollar Dominance

Dispatches

Feb 9, 2026

How 2025’s US tariff shocks can give way to constructive reforms in 2026

By L. Daniel Mullaney

While last year’s US tariff policy was disruptive, it also gave US trade partners a sense of urgency about the need to reform the international trading system and respond to legitimate US concerns.

Economy & Business Europe & Eurasia

Econographics

Feb 6, 2026

Iran can still normalize its economy—but the path will be painful and slow

By Bart Piasecki

Iran’s inflation crisis is driven by persistent exchange‑rate instability, entrenched fiscal dominance, and international sanctions. Despite these structural challenges, there remains a clear—but difficult—path toward economic normalization.

Dollar Dominance Economy & Business

Econographics

Feb 4, 2026

What the data shows—and doesn’t show—about the future of the dollar

By Hung Tran

Is there genuine demand to “sell America,” or does the recent dollar weakness fall within historical fluctuations? More data will be needed to answer that question.

Dollar Dominance Economy & Business

Econographics

Feb 4, 2026

Understanding the vibe shift on the dollar

By Daniel McDowell, Bart Piasecki, Jessie Yin

Gold prices surged to record highs last week, driven by trade tensions, tariffs, and dollar uncertainty. For some, the rally signals rising skepticism about the greenback’s stability—even as policymakers insist the US remains committed to a strong dollar.

Dollar Dominance Economy & Business

Dispatches

Feb 2, 2026

To increase its autonomy, Europe must look to its strengths

By Piotr Arak

The challenge for Europe in the coming decade is not to imitate the United States and China, but to mobilize its own considerable strengths.

Economy & Business European Union

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
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Experts

Fellow

Didier Acouetey

Nonresident Senior Fellow

Africa Center

Africa Economy & Business

Fellow

Perrihan Al-Riffai

Nonresident Senior Fellow

empowerME Rafik Hariri Center & Middle East programs

Arabic Economy & Business

Staff

Ignacio Albe

Assistant Director

Adrienne Arsht Latin America Center

Argentina Latin America

Fellow

Marino Auffant

Nonresident Senior Fellow

GeoStrategy Initiative Scowcroft Center for Strategy and Security

Economy & Business Energy & Environment

Staff

Nibras Basitkey

Associate Director, Iraq Initiative

Iraq Initiative Rafik Hariri Center & Middle East programs

Arabic Economy & Business

Fellow

Abdoul Salam Bello

Nonresident Senior Fellow

Africa Center

Economy & Business Inclusive Growth
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Events

Public Event Tue, May 12, 2026 • 9:15 am ET

Lloyd’s chair on managing risk in an era of geopolitical tension

AN AC FRONT PAGE EVENT—Sir Charles Roxburgh, chair of Lloyd's, discusses how the global insurance marketplace mitigates risk at a fraught geopolitical moment.
Economy & Business Macroeconomics