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

Sep 16, 2025

As the dollar wobbles, why has there not been more flight to the euro?

By Lize de Kruijf

There are compelling reasons to believe that the euro could play a larger international role. But there are also several factors holding it back from surpassing the dollar.

Dollar Dominance Economy & Business

Econographics

Sep 16, 2025

The Supreme Court’s decision on Trump tariffs will have lasting impact on US economic statecraft

By Stephanie Connor

Regardless of how the Supreme Court rules, the case will shape US economic policy for years to come.

Economy & Business Trade and tariffs

Econographics

Sep 15, 2025

The Fed struggles to balance Trump’s demands with economic reality

By Jessie Yin

The US Federal Reserve balances both inflation and employment as part of its dual mandate. Mounting political pressure could jeopardize its ability to maintain financial stability.

Economy & Business Macroeconomics

Fast Thinking

Aug 28, 2025

Will European pressure bring Iran back to the table for nuclear talks?

By Atlantic Council

Germany, France, and the United Kingdom are threatening economic measures against Iran to pressure it into rejoining talks aimed at placing limits on its nuclear program.

France Iran

New Atlanticist

Aug 26, 2025

Trump’s economic agenda is set to collide with the Supreme Court

By Josh Lipsky

The court will likely have to weigh in on both the president’s use of emergency powers and his escalating war with the Federal Reserve.

Economy & Business Politics & Diplomacy

New Atlanticist

Aug 26, 2025

To end Putin’s war on Ukraine, Trump should sanction Russian oil

By Kimberly Donovan

The US president is well positioned to bring about peace for Ukraine, but his administration needs to arm him with the best tools and options to do so.

Conflict Financial Sanctions and Economic Coercion

New Atlanticist

Aug 25, 2025

Powell’s swan-song speech in Jackson Hole answered a lot of questions. But it left a big one unanswered.

By Hung Tran

The Federal Reserve chair’s recent speech outlined a core dilemma: Inflation and employment are poised to move in opposite directions.

Economy & Business Financial Regulation

Econographics

Aug 25, 2025

Everybody wants a stablecoin, even China

By Ananya Kumar

From Beijing’s perspective, a successful offshore yuan-denominated stablecoin could replace some existing yuan transactions, increase the purchases of offshore bonds, and even make them technologically more efficient.

China Digital Currencies

Econographics

Aug 22, 2025

Trump’s challenges to the Fed’s independence loom over Jackson Hole Symposium

By Alisha Chhangani

As Trump tests the limits of what he can do, the credibility of the Fed—and by extension, global financial stability—is increasingly at risk.

Economy & Business Macroeconomics

New Atlanticist

Aug 11, 2025

The US-EU trade agreement is not set in stone. This presents pitfalls and opportunities.

By Charles Lichfield

The trade and tariff deal recently struck in Scotland has several important elements that are yet to be determined.

Economy & Business European Union