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

Feb 24, 2026

In Munich, a reminder that economic security is national security

By Kimberly Donovan, Lize de Kruijf

Policymakers at this year's MSC raised economic security as an issue that they cannot cordon off separately from traditional security issues.

Economy & Business European Union

Econographics

Feb 24, 2026

The European Central Bank’s next president may decide the fate of the digital euro

By Alisha Chhangani, Jacopo Pastorelli

The four frontrunners don't oppose the digital euro, but their positions differ on pace, framing, and the risks they're most concerned about.

Digital Currencies Economy & Business

Fast Thinking

Feb 20, 2026

The Supreme Court just struck down most of Trump’s tariffs. What’s next?

By Atlantic Council

The Supreme Court ruled that the US president does not have the power to unilaterally impose tariffs under the International Emergency Economic Powers Act.

Rule of Law Trade and tariffs

Econographics

Feb 20, 2026

To bridge the transatlantic productivity divide, Europe needs structural reforms—and AI

By Hung Tran

Policymakers and investors should actively incentivize laggard firms to adopt productivity-enhancing practices and technologies.

Economy & Business Europe & Eurasia
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
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