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

Nov 12, 2025

Yes, tech stocks have taken a hit. But the real danger lies elsewhere.

By Hung Tran

Tech stocks’ sharp selloff has grabbed headlines, but the real risk may be in tightening US dollar funding. As the Fed drains liquidity and repo rates surge above policy benchmarks, hedge funds and foreign banks—holding trillions in dollar assets—face rising pressure. The danger isn’t just market volatility, but whether global finance can withstand a squeeze in the world’s core funding system.

Economy & Business

Econographics

Nov 7, 2025

Without development finance, the United States can’t deliver on strategic investment

By Jessie Yin

The United States isn't the only traditional lender to move from aid to investment. But the current administration is going to struggle to achieve its strategic goals without effective development finance.

Economy & Business Inclusive Growth

New Atlanticist

Nov 7, 2025

The Supreme Court might slow Trump’s strategy. But he still has other tariff options.

By Sophia Busch

If the administration’s primary objective is to preserve tariff revenue and counter unfair practices, sections 301, 232, or 122 remain viable alternatives.

Economy & Business Politics & Diplomacy

Econographics

Nov 7, 2025

Pharmaceuticals are China’s next trade weapon

By Niels Graham

China supplies most critical drug ingredients to the US, and the dependency is only growing. After the rare earths truce, pharma is an area to watch.

China Economy & Business

Fast Thinking

Nov 5, 2025

How might the Supreme Court reshape Trump’s tariffs? 

By Atlantic Council

The Supreme Court expressed skepticism of the Trump administration’s sweeping tariff authority during oral arguments on Wednesday.

Economy & Business Rule of Law

Fast Thinking

Oct 30, 2025

Trump and Xi brokered a truce in the trade war. Will it hold?

By Atlantic Council

The Chinese and US presidents met on October 30 in South Korea, where it appears tensions over tariffs and other economic measures have calmed.

China Economy & Business

Fast Thinking

Oct 27, 2025

Milei just got a midterm boost. What’s next for Argentina?

By Atlantic Council

The party of Argentine President Javier Milei grew its share of seats in Congress in Sunday’s midterm elections.

Argentina Economy & Business

New Atlanticist

Oct 24, 2025

The winners and losers from China’s next five-year plan

By Jeremy Mark

In Beijing, the Chinese Communist Party’s Central Committee met this week to move forward the country’s fifteenth five-year plan.

China Economy & Business

Fast Thinking

Oct 22, 2025

How will Trump’s new Russian oil sanctions shift the war?

By Atlantic Council

The sanctions against Rosneft and Lukoil mark the first sanctions against Russia of the second Trump administration.

Conflict Energy & Environment

New Atlanticist

Oct 13, 2025

Behind the scenes of the IMF-World Bank Annual Meetings as leaders adjust to a new normal of uncertainty

By Atlantic Council experts

We sent our experts to the IMF and World Bank headquarters to glean a sense of what may be in store for the global economy—and what policymakers should do about it.

Inclusive Growth International Financial Institutions
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