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.

Fast Thinking

Mar 4, 2025

A Wall Street wake-up call on Trump’s tariffs

By Atlantic Council

As markets fall in response to the US decision to increase the cost of importing goods from Canada, Mexico, and China, how is the US president thinking about tariffs?

China Economy & Business

New Atlanticist

Mar 4, 2025

Wall Street is finally waking up to Trump’s tariff policy

By Josh Lipsky

Financial markets are beginning to react after the United States implemented tariffs on its three largest trading partners on Monday.

China Economy & Business

Issue Brief

Mar 3, 2025

Financing the future: Unlocking private capital for global infrastructure and climate goals

By Amin Mohseni-Cheraghlou, Nisha Narayanan, Hung Tran

MDBs and international financial institutions alone cannot bridge the climate and development financing gaps.

Economy & Business Financial Regulation

Issue Brief

Mar 3, 2025

Toward equitable debt contracts: Preventing de facto seniority-clause escalation in the sovereign lending space

By Lili Vessereau

China's stringent clauses are hindering debt restructuring negotiations for low-income borrowers. Here's how the IMF and World Bank can intervene.

China Economy & Business

Issue Brief

Mar 3, 2025

Fragmentation and the role of the IMF

By Patrick Ryan

Here's how the IMF can adapt to ensure that the international system has an effective insurance mechanism.

Economy & Business Financial Regulation

Trackers and Data Visualizations

Mar 3, 2025

Venezuela sanctions tracker: Who is the international community sanctioning in Venezuela?

By Lucie Kneip, Geoff Ramsey, Ilona Barrero

International actors including the US, Canada, and the EU have imposed sanctions on individuals responsible for acts of corruption, human rights violations, and the breakdown of democratic rule in Venezuela. How aligned are these countries on sanctions, and where do gaps exist?

Americas Europe & Eurasia

EconoGraphics

Feb 27, 2025

Could the EU ‘blocking statute’ protect the ICC from US sanctions?

By Lize de Kruijf

The new US sanctions targeting ICC personnel could severely disrupt the Court’s operations—particularly if Dutch banks suspend financial services to the ICC out of fear of violating US sanctions.

Economy & Business Europe & Eurasia

New Atlanticist

Feb 26, 2025

Why the US should not lift sanctions against Russia

By Charles Lichfield

Sanctions are having an unmistakable effect, albeit below the inflated expectations of many in the West in early 2022. Lifting them now would be a mistake.

Conflict Economy & Business

Testimony

Feb 25, 2025

Martin Mühleisen testifies to House Committee on Financial Services on the role of multilateral financial institutions in competition with China

By Martin Mühleisen

On February 25, Senior Fellow Martin Mühleisen testified to the House Committee on Financial Services at a hearing titled, "Examining Policies to Counter China" 

China Economy & Business

Testimony

Feb 21, 2025

Kimberly Donovan testifies to the US-China Economic and Security Review Commission on the Axis of Autocracy

By Kimberly Donovan

On February 20, Economic Statecraft Initiative Director Kimberly Donovan testified to the US-China Economic and Security Review Commission at a hearing titled, "An Axis of Autocracy? China's Relations with Russia, Iran, and North Korea."

China Economy & Business