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

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

New Atlanticist

Aug 6, 2025

Europe’s play to keep Trump happy cannot come at the expense of a longer-term strategy

By Torrey Taussig, Josh Lipsky

Even as the EU prioritizes defense and security interests with the US, it could come at the cost of economic and political cohesion in the bloc.

European Union NATO

New Atlanticist

Aug 4, 2025

Trump’s review of US membership in the IMF offers a rare chance for reform

By Martin Mühleisen

The institution needs its major shareholders aligned to tackle new challenges, and it deserves a management team qualified to lead it on this new path.

Economy & Business International Financial Institutions

New Atlanticist

Aug 1, 2025

How Donald Trump remade global trade

By Josh Lipsky

The US president has smashed the system, but the speed and scale of the smashing owes to a system that had been growing increasingly brittle for years. 

Economy & Business Macroeconomics

Fast Thinking

Aug 1, 2025

What to watch as Trump ratchets up global tariffs

By Atlantic Council

US President Donald Trump will raise tariffs on nearly every US trading partner. Atlantic Council experts take stock of what this means for the global economy.

Brazil Economy & Business

Econographics

Jul 31, 2025

Beijing extends and pretends to deal with its mountain of local government debt

By Jeremy Mark

Beijing's three-year local debt restructuring plan fails to actually address the trillions of dollars weighing on local governments and will only cause greater problems down the road.

China Economy & Business

Econographics

Jul 29, 2025

Safeguarding Uyghur human rights: The US should leverage economic statecraft tools to end Uyghur forced labor

By Nazima Tursun

Through sanctions and the adoption of anti-forced labor legislation, the United States has led the global effort to combat China’s forced labor practices. While these measures have moved the needle in the fight against forced labor, widespread tariffs and the absence of new punitive measures targeting forced labor may cause progress to stagnate.

China Economy & Business

Fast Thinking

Jul 27, 2025

How big a deal is the new US-EU trade announcement?

By Atlantic Council

Our experts unpack the framework for a trade deal announced by US President Donald Trump and European Commission President Ursula von der Leyen on Sunday in Scotland.

Economy & Business European Union

Experts react

Jul 23, 2025

Experts react: What Trump’s new AI Action Plan means for tech, energy, the economy, and more 

By Atlantic Council experts

Our experts unpack how the Trump administration’s AI Action Plan will impact the US tech industry, energy policy, and global AI governance.

Artificial Intelligence China
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