New Atlanticist

Apr 11, 2025

To understand the impact of Trump’s tariff war, watch the bond market and the Fed—not just the stock market

By Hung Tran

The state of the US Treasuries and US dollar funding markets, as well as actions of the Federal Reserve, are where to focus attention.

Economy & Business Politics & Diplomacy

Fast Thinking

Apr 10, 2025

What to expect as Trump’s trade war zeroes in on China

By Atlantic Council

On April 9, US President Donald Trump announced that he would suspend many of his “liberation day” import tariffs—but he raised the tariff on China to 145 percent.

China Economy & Business

New Atlanticist

Apr 8, 2025

No one is coming to save the global economy

By Josh Lipsky

Neither the Group of Twenty nor the Federal Reserve should be expected to use their playbook from previous economic crises to respond to economic shocks caused by US tariffs.

China Economy & Business

New Atlanticist

Apr 7, 2025

The IMF is a good deal for the US. Here’s how Trump can help make it even more effective.

By Elizabeth Shortino

The institution provides the United States a significant source of economic leverage, helps prevent financial crises, and serves as a counterweight to China’s influence.

Economy & Business International Financial Institutions

Fast Thinking

Apr 2, 2025

How Trump’s ‘liberation day’ tariffs will transform global trade

By Atlantic Council

Our experts share their insights on how US President Donald Trump’s sweeping tariffs will impact US trade partnerships and the global economy.

China European Union

New Atlanticist

Apr 2, 2025

Do Americans want a Mar-a-Lago Accord?

By Daniel McDowell and David Steinberg

The US public appears pleased with the dollar’s current value and international role. It will need a lot of convincing to support moves to upend the status quo.

Economy & Business International Markets

New Atlanticist

Mar 31, 2025

Dispatch from Hong Kong: How the ‘geoeconomic city’ is weathering global headwinds

By Josh Lipsky, Ananya Kumar

From Chinese and US economic growth to stablecoin regulations, a recent visit to Hong Kong offered important insights for two Atlantic Council GeoEconomics Center experts.

China Digital Currencies

New Atlanticist

Mar 26, 2025

There’s a right way to lift sanctions on Russia. Follow these Dos and Don’ts.

By Daniel Fried, Kimberly Donovan

A former US diplomat and a former US Treasury official offer eleven guiding principles for moving forward in negotiations on sanctions relief with Russia.

Conflict Economic Sanctions

New Atlanticist

Mar 25, 2025

Dispatch from Hong Kong: The Panama Canal port sale has put Chinese authorities in a bind

By Josh Lipsky

Hong Kong-based CK Hutchison Holdings’ decision to sell its Panama Canal ports to BlackRock stunned officials in Hong Kong and Beijing.

China Economy & Business

Econographics

Mar 19, 2025

Investment screening reform may stifle international investment in US

By Alex Mills

The Trump administration wants to reform the Committee on Foreign Investment in the US. But what does this actually mean for US industry, investment, and innovation?

Economy & Business Financial Regulation