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

May 27, 2025

What’s the Trump administration’s dollar strategy? It depends on who you ask.

By Alisha Chhangani

Within the White House, there appear to be competing and fractured views of the dollar’s role. This dissonance could result in harm to the currency’s long-term dominance.

Digital Currencies Dollar Dominance

Econographics

May 23, 2025

Can the EU leverage economic pressure to broker a Gaza cease-fire?

By Lize de Kruijf

As diplomatic efforts falter, attention is turning to economic statecraft—the strategic use of trade and economic leverage to influence state behavior. The European Union (EU) and United States are Israel’s largest and second-largest trading partners, and any economic pressure they apply could have severe consequences for Israel’s economy.

Conflict Economy & Business

New Atlanticist

May 22, 2025

Gold’s geopolitical comeback: How physical and digital gold can be used to evade US sanctions

By Kimberly Donovan, Maia Nikoladze

The rise of gold-backed currencies that circumvent the US banking system could create a massive blind spot for US sanctions enforcement efforts.

Economy & Business Financial Crimes & Illicit Trade

New Atlanticist

May 21, 2025

Europe is striking back at Russia’s shadow fleet. Here’s what to know about the latest EU and UK sanctions.

By Atlantic Council experts

This week, Brussels and London unveiled new sanctions against Russia and the fleet of oil tankers and other vessels covertly trading in Russian oil. Atlantic Council experts assess the moves.

Conflict European Union
Magnified US dollar bill

Atlantic Council Strategy Paper Series

May 20, 2025

Why the US cannot afford to lose dollar dominance

By Martin Mühleisen, Valbona Zeneli

Since World War II, US geopolitical influence has been compounded by the role of the dollar as the world’s dominant currency. As global economic power becomes more diffuse and strategic competitors “dedollarize,” policymakers must determine how to maintain the dollar’s role at the center of global trade and financial networks.

Dollar Dominance Economy & Business

Econographics

May 16, 2025

The next 120 days of predictably volatile trade policy

By Barbara C. Matthews

The understandable relief associated with de-escalating the tariff war will soon fade as we enter a long, uncertain summer of tariff pauses and major negotiations. Take a look at some convenings that might be important.

Economy & Business Trade and tariffs

New Atlanticist

May 13, 2025

Experts react: Trump just announced the removal of all US sanctions on Syria. What’s next? 

By Atlantic Council experts

Our experts provide their insights on how the removal of US sanctions on Syria would affect the country and the wider region.

Civil Society Financial Sanctions and Economic Coercion

EconoGraphics

May 13, 2025

Basel III endgame: The specter of global regulatory fragmentation

By Hung Tran

Diverging timelines for Basel III implementation are fragmenting global financial regulation. As major economies delay or dilute reforms, coordinated oversight erodes—posing renewed risks to international financial stability.

Economy & Business Financial Regulation

Experts react

May 12, 2025

Experts react: The US and China just agreed to dramatically reduce tariffs on each other, for now. What’s next? 

By Atlantic Council experts

Our experts explain what the ninety-day reduction in US-China tariffs means for Washington, Beijing, and the global trading system.

China Economy & Business

Econographics

May 12, 2025

Multilateralism under pressure: Takeaways from the 2025 IMF Spring Meetings

By Bart Piasecki

The 2025 IMF Spring Meetings unfolded against a backdrop of mounting geopolitical tensions, economic fragmentation, and rising doubts about the future of multilateral cooperation. Here are the key insights.

International Financial Institutions Macroeconomics
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