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Econographics
By Hung Tran
Money markets would be the first to react to a debt ceiling breach, heightening market turmoil at the wrong time and helping to raise the odds of a severe recession.
By Niels Graham
One year into the Russia’s invasion G7 nations continue to export nearly $5B a month to Moscow. A new proposal by the US at the G7 could greatly reduce this.
By Mark Siegel
High inflation, high levels of debt, and uncertain financial stability – Washington, London, Brussels, Frankfurt and beyond have much to learn from Tokyo’s experience.
New Atlanticist
By Lesley Chavkin
China is stepping in to fill the void—with ramifications for Washington’s global AML/CFT and sanctions efforts.
Geoeconomic fragmentation is on the rise. Policymakers need to address the root causes: inequality left in the wake of globalization, and the crisis of trust between major countries.
By Phillip Meng
Financial stability concerns, sanctions, and inflation contributed to the largest net purchases of gold in over seventy years last year—raising questions about its potential role in de-dollarization.
By Ananya Kumar
The e-CNY network has expanded over the last year, and China’s goals have only become clearer. Domestically, the People’s Bank of China is still in test-and-learn mode, globally, China is more focused on setting defining international standards.
US China trade of pharmaceutical and active pharmaceutical ingredient (API) is rapidly increasing. Supply chain mapping will be key to risk management
Policymakers should start by reforming the liquidity coverage ratio requirement and the deposit insurance scheme.
By Sahra English
As the United States moves ahead with a new approach to trade with the Indo-Pacific Economic Framework for Prosperity (IPEF), should it really abandon the old model of trade agreements? Or should it consider adapting the new approach to the old model?