GeoEconomics Commentary & Analysis

We offer real-time analysis and commentary on a range of economic issues including international trade, economic sanctions, the European economy, and inclusive growth.

Econographics

Jun 19, 2026

Central banks can’t afford to keep missing their inflation targets

By Jack Muldoon

While the Iran war explains the sudden rise in inflation, relying on this excuse obscures that there is potentially a long-term problem central banks will need to confront as they manage the long tail of this crisis.

Economy & Business Macroeconomics

Econographics

Jun 18, 2026

For warning signs of the next global financial crisis, watch the activities of both banks and nonbanks

By Hung Tran

The activities that trigger financial crises can be undertaken by any financial institution, including both banks and nonbanks.

Economy & Business

Econographics

Jun 12, 2026

As the US targets Brazil’s payment system, Europe should pay close attention 

By Alisha Chhangani

In its determination on Brazil’s trade practices, the USTR has zeroed in on the instant payment system Pix—raising alarms not only in Brasília but also in Brussels.

Brazil Digital Currencies

Econographics

Jun 11, 2026

What the US can learn from Europe on prediction markets—and vice versa

By Todd Phillips

Prediction markets like Kalshi and Polymarket have surged to billions in trading volume, prompting US investigations into insider trading and manipulation. As Congress weighs new rules, Europe’s crackdown on retail binary options offers a possible—if imperfect—regulatory template.

Economy & Business European Union

Econographics

Jun 4, 2026

The promise and limits of the new G20 template for debt restructuring

By Hung Tran

A new G20 roadmap aims to streamline sovereign debt restructurings. Yet by reducing flexibility for creditors and debtors alike, it could make future debt crises harder to resolve.

Economy & Business International Financial Institutions

Econographics

Jun 3, 2026

Can Section 301 effectively replace IEEPA? That is the $166 billion question

By Madeline Chalecki

Citing forced labor concerns, the Trump administration has proposed new tariffs on imports from sixty economies—a first step toward rebuilding its tariff wall. Still, the outcome is far from certain.

Economy & Business Trade and tariffs

Econographics

May 28, 2026

As China’s surpluses become unbearable, the EU is edging toward its own Section 301

By Charles Lichfield, L. Daniel Mullaney, Jessie Yin

With Chinese industrial surpluses flooding global markets, the EU is quietly debating whether it should borrow from the US tariff toolkit—marking a potential shift toward a more assertive approach to Beijing.

Economy & Business Europe & Eurasia

Econographics

May 27, 2026

Don’t call it a G7 comeback

By Bart Piasecki

The G7’s equity rebound may look broad-based. In reality, it’s largely a tale of US tech dominance, driven by the “Magnificent Seven” and an extraordinary concentration of global market power.

Economy & Business

Podcast

May 22, 2026

What did the Trump-Xi summit actually achieve?

By the GeoEconomics Center

After months of anticipation, US President Donald Trump and Chinese President Xi Jinping finally met in Beijing. But beyond a few concrete announcements—including a Chinese pledge to buy two hundred Boeing jets—the summit raised more questions than it answered. Together with Melanie Hart, senior director of the Atlantic Council’s Global China Hub, Josh and Jessie unpack what actually came out of the meeting: from purchase commitments and assurances around critical minerals to Trump’s controversial comments on Taiwan.

Testimony

May 21, 2026

Carole House testifies to House Financial Services Committee on modernizing illicit finance frameworks for the twenty-first century

By Carole House

Carole House testified to the House Committee on Financial Services Subcommittee on National Security, Illicit Finance, and International Financial Institutions at a hearing titled, “Modernizing the BSA for Financial Crime in the 21st Century."

Digital Currencies Economy & Business
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