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.

ACFP-Trade-feature

Podcast

Feb 19, 2026

Inside the Trump trade strategy with USTR’s Jamieson Greer

By the Atlantic Council

An AC Front Page conversation with Trade Representative Jamieson Greer.

Economy & Business Politics & Diplomacy
stock-market-board

Podcast

Feb 19, 2026

2026 Predictions: Washington vs. Wall Street

By the GeoEconomics Center

Josh Lipsky and Sophia Busch test the GeoEconomics Center’s predictions for the 2026 global economy with Goldman Sachs Chief Economist Jan Hatzius.

Economy & Business

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

Podcast

Feb 10, 2026

Is a dollar vibe shift under way?

By the GeoEconomics Center

This episode breaks down how the greenback impacts trade, investment, national security, and the average consumer, as we try to answer the question: is the dollar having a vibe shift?

Dollar Dominance Economy & Business

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

Inflection Points

Jan 30, 2026

Markets and allies aren’t ‘selling’ America. They’re ‘hedging’ it.

By Frederick Kempe

The US dollar’s recent slide is not due to global investors abandoning the United States, but the trend does reveal an erosion of trust.

Dollar Dominance Economy & Business

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
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