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.

New Atlanticist

Dec 19, 2023

Inside a central bank at war

By Josh Lipsky

Get a look inside how central banks are springing into action like never before to protect their economies as their countries enter war.

Conflict Financial Regulation
Ships on Red Sea

Econographics

Dec 18, 2023

What attacks in the Red Sea could mean for the global economy

By Hung Tran

Recent missile attacks on ships in the Red Sea by Iran-backed Houthi rebels have escalated regional tensions and disrupted global trade. Large shipping companies are now avoiding the route, causing significant costs and delays, which is impacting the the already fragile economy.

Economy & Business Macroeconomics

New Atlanticist

Dec 15, 2023

Experts react to the EU starting Ukraine membership talks while failing to agree on aid

By Atlantic Council experts

On Thursday, the European Council decided to open EU accession talks with Ukraine, even as Hungary blocked a proposed fifty billion euro EU aid package to Kyiv.

Conflict Economy & Business

Econographics

Dec 11, 2023

China’s manufacturing overcapacity threatens global green goods trade

By Niels Graham

Chinese lending is exacerbating a growing glut in its green manufacturing sector. Beijing is increasingly looking abroad to absorb excess capacity. This may have devastating effects for the global trading system as economies move to protect their own domestic industry.

China Economy & Business

Econographics

Dec 7, 2023

Germany’s debt brake isn’t working

By Hung Tran

Germany’s coalition government was dealt a fiscal crisis when the country’s Constitutional Court ruled that repurposing €60 billion of unspent money from the pandemic emergency support facility to the Climate and Transformation Fund was unconstitutional.

Economy & Business Financial Regulation

Econographics

Dec 1, 2023

Financialization has increased economic fragility

By Hung Tran

Since the 1980s, financial activities and assets have played an increasingly dominant role in the global economy. At the same time, underlying economic activity as measured by global GDP has been growing more slowly. The result has been an ever-larger gap between the volume and value of financial activity relative to the real economy. And […]

Financial Regulation Macroeconomics

Econographics

Nov 30, 2023

Geoeconomic fragmentation is threatening the green energy transition

By Amin Mohseni-Cheraghlou

The energy transition depends on trade—and on China. Geoeconomic fragmentation could impact global climate targets.

Africa China

New Atlanticist

Nov 30, 2023

The future of digital currencies depends on interoperability. How can it be achieved?

By Daniel Hojnacki

When it comes to the future of digital currencies, interoperability is top of mind for governments and financial institutions.

Digital Currencies Economy & Business

New Atlanticist

Nov 29, 2023

A newly announced blockchain-backed system could transform development lending

By Katherine Golden

The new project looks to put technology to work to speed up payments and make them safer, Cecilia Skingsley said at an Atlantic Council conference.

Digital Currencies Economy & Business

New Atlanticist

Nov 29, 2023

The IMF’s multilateral, multipronged proposal to stop cross-border payments from fragmenting

By Katherine Golden

“There’s really an opportunity to have a more ambitious approach to cross-border payments,” the IMF's Tobias Adrian said at an Atlantic Council event.

Digital Currencies Economy & Business