GeoEconomics Commentary & Analysis

AC Selects: Summit of the Americas, Russian sanctions, and Venezuela’s democracy

Week of May 27, 2022 Last week, the Latin America Center hosted the Venezuela Women’s Leadership Summit to outline a concrete roadmap to guarantee equality and political representation of Venezuelan women. The Summit was followed by an event on the digital future for the Americas, bringing together regional organizations to advance an inclusive conversation on […]

Central banks are embracing digital currencies. Will the US lead or follow?

By Ananya Kumar, Josh Lipsky

Six takeaways from our new research on fiat-based digital assets around the world and what they’ll mean for your wallet.

Don’t ignore the exchange rate: How a strong ruble can shield Russia

By Charles Lichfield

Western governments should remember: Relying on the medium- to long-term effects of sanctions gives Russia plenty of time to prepare.

A new type of global recession

By Josh Lipsky

For the first time, it’s China’s pronounced slowdown which could be the single largest factor in creating a global recession.

Dashboard: Tracking the Western response to the war in Ukraine

By Atlantic Council

Explore the Atlantic Council’s interactive trackers for how the world has responded by sending humanitarian and military aid, redeploying forces, and hammering Russia’s economy.

Trade facilitation and the Indo-Pacific Economic Framework

By Niels Graham

At the end of May, US President Joe Biden is expected to formally launch the Indo-Pacific Economic Framework (IPEF). The framework is the United States’ first attempt to create a large-scale, multilateral, Asia-focused economic strategy since 2017. For the framework to achieve broad participation, trade facilitation ought be a key component.

China’s faltering “zero COVID” policy: Politics in command, economy in reverse

By Jeremy Mark, Michael Schuman

Could Beijing’s doubling down on the “zero COVID” policy undermine the narrative of China’s superiority in responding to the pandemic—and the image and stature of Xi’s rule?

Deploying QT – The Fed readies its new tool to fight inflation

By Ole Moehr

June 1 onwards, the Fed will begin to reduce the size of its balance sheet, i.e., conduct quantitative tightening. But how does QT work, what are its goals, and are there potential risks of the policy?

Global Sanctions Dashboard: Russia and beyond

By Charles Lichfield, Maia Nikoladze, Sophia Busch and Castellum.AI

Checking the pulse of the Russian economy; Africa’s illicit gold trade, North Korea’s missile tests, and recent cyber sanctions.

AC Selects: The future of UK financial markets and US support for Ukraine

Week of April 29, 2022 Last week, the GeoEconomics Center and the Centre for Policy Studies jointly hosted the future of UK banking and finance conference to convene senior British, US, and European leaders to discuss policy proposals concerning UK capital markets, taxation, and competitiveness. Also, the Eurasia and Scowcroft Centers hosted an #ACFrontPage event […]