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

Nov 17, 2022

How to prevent the next FTX

By JP Schnapper-Casteras

There are steps that policymakers and the industry can take now to build transparency and trust—thereby protecting consumers and avoiding a repeat of this disaster.

Digital Currencies Digital Policy

Econographics

Nov 17, 2022

Global Sanctions Dashboard: What’s coming in 2023?

By Charles Lichfield, Maia Nikoladze, and Castellum.AI

Fall sanctions against Russia and Iran; implications of US semiconductor export controls against China; projected sanctions trends in 2023.

China Europe & Eurasia

Fast Thinking

Nov 14, 2022

What did Xi and Biden just accomplish?

By Atlantic Council

Our Sinologists read between the lines of the diplomat-speak following the US president and Chinese leader's meeting in Bali.

China Crisis Management

Econographics

Nov 11, 2022

The target of limiting global warming to less than 1.5 degrees is practically dead. Why do emissions per capita matter?

By Amin Mohseni-Cheraghlou

Achieving the target to limit global warming to below 2, preferably 1.5 degrees Celsius, by the end of the century seems more unfeasible than ever. The reason is simple. The most critical of greenhouse gases have continuously risen in the past decade and CO2 emissions are only expected to grow more in 2022 and for the foreseeable future. COP27 needs to pave the path for a renewed international cooperative and enforceable framework to reduce global greenhouse gas emissions by the world’s top emitters both in absolute terms and in per capita terms.

Climate Change & Climate Action Economy & Business

New Atlanticist

Nov 10, 2022

Will Xi take a new economic direction? China has trillions at stake.

By Niels Graham

Without reform, China's economy could be five trillion dollars smaller than projected by the end of the decade—with ramifications for global growth.

China Economy & Business

Econographics

Nov 8, 2022

What US outbound investment screening means for Transatlantic relations

By Elmar Hellendoorn

Whether the EU follows through with new outbound investment controls and what those might look like will also depend on the evolution of American national security policy and transatlantic diplomacy.

China Economy & Business

Econographics

Oct 31, 2022

The global infrastructure financing gap: Where sovereign wealth funds and pension funds can play a role

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

Having more than $65 trillion in assets, institutional investors such as SWFs and pension funds are uniquely positioned to bridge low-income economies’ infrastructure financing gap in the coming decades. The Bretton Woods Institutions (BWI) can encourage investment in developing countries’ infrastructure through providing various guarantee and insurance mechanisms, thereby reducing risk for private investors.

Economy & Business Inclusive Growth

EconoGraphics

Oct 28, 2022

How the US compares to the world on unionization

By Jeff Goldstein

Explore how US unionization rates compare to other economies and what that means for US labor markets going forward.

Economy & Business Inclusive Growth

New Atlanticist

Oct 27, 2022

US economic tools: The frontline of protecting national security—maybe even from Twitter

By Jonathan Panikoff

Elon Musk's purchase of Twitter shows how the United States views CFIUS, and related government tools, as the new pointy end of the spear when it comes to protecting US national security.

Digital Policy Economy & Business

EconoGraphics

Oct 24, 2022

Dual circulation in China: A progress report

By Hung Tran

Faced with a challenging international environment and hostile efforts by the United States to restrict China’s access to high technology and its products, China has adopted a dual circulation strategy to make its economy more balanced and resilient. Dual circulation means reducing the role of foreign trade in driving the Chinese economy while improving the quality of trade.

China Economy & Business