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

Apr 26, 2023

Why emerging markets are stocking up on gold

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.

Africa Americas

Econographics

Apr 24, 2023

<strong>Practice makes perfect: What China wants from its digital currency in 2023</strong>

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.

China Cybersecurity

Econographics

Apr 20, 2023

The US is relying more on China for pharmaceuticals—and vice versa 

By Niels Graham

US China trade of pharmaceutical and active pharmaceutical ingredient (API) is rapidly increasing. Supply chain mapping will be key to risk management

China Economy & Business

New Atlanticist

Apr 19, 2023

These reforms can help stop digital bank runs

By Hung Tran

Policymakers should start by reforming the liquidity coverage ratio requirement and the deposit insurance scheme.

Economy & Business Fiscal and Structural Reform

Econographics

Apr 18, 2023

<strong>US trade agreements: Out with old and in the with new?</strong>

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?

Economy & Business Indo-Pacific

New Atlanticist

Apr 14, 2023

What the Lula-Xi partnership means for the world

By Atlantic Council experts

Brazilian President Luiz Inácio Lula da Silva and Chinese leader Xi Jinping just met in Beijing, but it is who else came on the visit that reveals big changes ahead for the two countries and the world.

Brazil China

New Atlanticist

Apr 10, 2023

Highlights from the sidelines of the IMF and World Bank Spring Meetings

By Atlantic Council experts

Here are our experts' top takeaways from meetings with central bankers and finance ministers.

Economy & Business Financial Regulation

New Atlanticist

Apr 5, 2023

David Malpass on China’s role in the World Bank and how to prevent a ‘lost decade for growth’

By Katherine Golden

The president of the World Bank, speaking at the Atlantic Council as he prepares to hand over the reins to his successor, has one big worry about the global economy: a “reversal in development.” 

Digital Currencies Economy & Business

New Atlanticist

Apr 4, 2023

<strong>Five ways the World Bank can redefine its role in the global economy</strong>

By Nicole Goldin, Mrugank Bhusari

With a new president on the horizon and an appetite for reform in the US and beyond, the World Bank is ready for change. It can start by focusing on these five policy priorities.

Economy & Business Fiscal and Structural Reform

Econographics

Mar 30, 2023

Chinese banking’s SVB resilience 

By Niels Graham, Josh Lipsky

Silicon Valley Bank's collapse has rippled across evert major banking hub except for China's. This is because of China's unique banking structure which emphases heavy state oversight and control while minimizing cross border connections with advanced economies

China Economy & Business