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

Jan 28, 2026

China’s property slump deepens—and threatens more than the housing sector

By Jeremy Mark

China's property sector slump is in its fifth year, with no end in sight. This poses real risks to the banking system and the country's financial stability.

China Economy & Business

Podcast

Jan 27, 2026

Markets, monetary policy, and central bank independence

By the GeoEconomics Center

In this episode of Guide to the Global Economy, experts assess the significance of the US Justice Department’s investigation into Federal Reserve Chair Jerome Powell and growing tensions between the White House and the Fed over interest rates, why markets aren’t reacting to the clash, and what’s at stake for US economic credibility and the US economy as a whole.

Economy & Business

Econographics

Jan 26, 2026

Africa enters 2026 facing a debt crisis. The answer lies in regional solutions.

By Juliet Lancey

The solution to debt crises in African nations lies in global and regional cooperation.

Africa Financial Regulation

Econographics

Jan 22, 2026

When will Wall Street’s tolerance for uncertainty run out?

By Jessie Yin, Josh Lipsky

In a decade of geoeconomic shocks, few events have truly shaken investor confidence. But Wall Street may be too complacent to political volatility.

Economy & Business Macroeconomics

Econographics

Jan 22, 2026

As markets turn volatile, leverage is back in the spotlight

By Hung Tran

Market turmoil has returned, highlighting how rising leverage plays a part in making the global financial system more fragile and vulnerable to shocks.

Economy & Business Financial Regulation

Fast Thinking

Jan 21, 2026

The future of Greenland and NATO after Trump’s Davos deal

By Atlantic Council

Our experts shed light on Trump’s speech at Davos and what the “framework of a future deal” on Greenland means for transatlantic relations.

Conflict Europe & Eurasia

Econographics

Jan 15, 2026

What to watch as China prepares its digital yuan for prime time

By Alisha Chhangani

The changes China is implementing around the e-CNY signal a more mature phase for the digital yuan—and an overall shift toward a much broader geopolitical ambition.

China Digital Currencies

Fast Thinking

Jan 12, 2026

How will the Trump-Powell clash shake the global economy? 

By Josh Lipsky

The US Justice Department is undertaking a criminal investigation into Federal Reserve Chair Jerome Powell. Our chair of international economics explains how this could impact US and global markets.

Dollar Dominance Economy & Business

New Atlanticist

Dec 10, 2025

China’s overcapacity problem ‘doesn’t mean we can’t trade together,’ says US Trade Representative Jamieson Greer

By Katherine Golden

Greer spoke at an Atlantic Council Front Page event, where he unpacked a year in which US President Donald Trump implemented an aggressive trade strategy that resulted in clashes with China.

China European Union

Transcript

Dec 10, 2025

Inside the Trump trade strategy with US Trade Representative Jamieson Greer

By Atlantic Council

Greer joined the Atlantic Council to discuss the US approach to trade and tariffs in the next year.

China Mexico
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