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

Feb 24, 2023

One year, eight world-changing numbers. Quantifying Russia’s war in Ukraine.

By Atlantic Council experts

Experts from across the Atlantic Council have drawn up the figures they believe best illustrate all the ways this war has shaken the world.

Economy & Business Europe & Eurasia

New Atlanticist

Feb 23, 2023

The big questions (and answers) about Ajay Banga’s nomination to lead the World Bank

By Atlantic Council experts

What to know about the former Mastercard chief executive officer's surprise nomination to lead the World Bank.

Economy & Business Fiscal and Structural Reform

New Atlanticist

Feb 23, 2023

Sanctions alone won’t defeat Russia in Ukraine. But they’re having a bigger impact than it might seem.

By Brian O’Toole, Daniel Fried

The Russian economy has begun to look like a leaky ship. All hands are on deck bailing it out, but at some point, they won’t be able to keep up.

Financial Sanctions and Economic Coercion Oil and Gas

Issue Brief

Feb 23, 2023

United States–China semiconductor standoff: A supply chain under stress

By Jeremy Mark, Dexter Tiff Roberts

What are the implications of US semiconductor policy for global semiconductor supply chains and the competition for primacy in an industry critical to the economy and global security?

China Economy & Business

New Atlanticist

Feb 22, 2023

China and private lenders are blocking a solution to the global debt crisis. The G20 must step in.

By Vasuki Shastry and Jeremy Mark

The international community must apply pressure so that China and private-sector lenders join in facilitating a collective haircut that includes all lenders.

China Economy & Business

New Atlanticist

Feb 22, 2023

Russia and China have been teaming up to reduce reliance on the dollar. Here’s how it’s going.

By Maia Nikoladze, Mrugank Bhusari

Squeezed by sanctions, Russia has turned to Chinese yuan and gold, but both introduced new vulnerabilities and inconveniences.

China Economy & Business

New Atlanticist

Feb 8, 2023

How to get the private sector involved in reconstructing Ukraine

By Marc Grossman, Kurt Volker, and Earl Anthony Wayne

It will take more than government aid alone to rebuild Ukraine. The private sector can make a substantial contribution.

Conflict Corruption

Testimony

Feb 7, 2023

Willems testifies to the House Financial Services Committee on combatting the economic threat from China

By Clete R. Willems

Hearing before the United States House of Representatives Committee on Financial Services “Combatting the Economic Threat from China” February 7, 2023 Chairman McHenry, Ranking Member Waters, and Members of the Committee, Thank you for the opportunity to discuss the threat that China poses to U.S. national security and economic leadership. The Chinese Communist Party (CCP) […]

China Economy & Business

Econographics

Jan 26, 2023

Global Sanctions Dashboard: How sanctions will further squeeze the Russian economy in 2023

By Charles Lichfield, Maia Nikoladze, and Castellum.AI

The effects of sanctions on the Russian economy; Venezuela's pursuit of lifting energy sanctions; the plans for screening EU-US outbound investment going into China.

China Europe & Eurasia

Econographics

Jan 23, 2023

Russian finance pivots east

By Niels Graham

Starting in 2014 and accelerating after Russia's invasion of Ukraine, Moscow launched a financial pivot toward China. While it initially worked for both countries, economic stress in China as well as the risk of overreliance on Beijing may hinder its future success

China Economy & Business