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 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

Econographics

May 20, 2026

The global push for local-currency cross-border payments is intensifying

By Hung Tran

More than one hundred countries now operate instant payment systems, and growing efforts to link them are reshaping how cross-border transactions get settled in local currencies.

Digital Currencies Dollar Dominance

Fast Thinking

May 15, 2026

What did Trump and Xi accomplish?

By Atlantic Council

On Friday, the US president concluded talks with his counterpart from China, soaring away in Air Force One after two days of meetings and ceremonies. Our experts shed light on the outcomes.

China Security & Defense

Econographics

May 12, 2026

The IMF’s policy advice needs a louder voice

By Martin Mühleisen

At a time of energy shocks and trade tensions, the IMF’s surveillance work is more relevant than ever. Yet its challenge remains influence: can the Fund move from rigorous analysis to public-facing policy advice?

Economy & Business International Financial Institutions

Econographics

May 7, 2026

As the Trump-Xi summit draws closer, trade uncertainty still looms large

By Jessie Yin

What China and the United States manage to agree on in Beijing on key export controls or purchase agreements will significantly shape the Trump administration’s approach to rebuilding its tariff wall.

China Economy & Business
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