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.

Issue Brief

Jan 16, 2024

Navigating subsidy reform at the WTO

By Sona Muzikarova and Sophia Busch

The legitimacy of the World Trade Organization is in question. The United States and its allies, and leaders in the organization, can better wield its potential to address global issues, specifically to reduce inefficiencies from fragmentation caused by subsidies.

Economy & Business Fiscal and Structural Reform

Fast Thinking

Jan 13, 2024

Beijing’s least favorite candidate wins Taiwan’s presidential election

By Atlantic Council

From Taipei to Washington, our experts weigh in on the implications of Lai's presidential election victory.

China Elections

New Atlanticist

Jan 12, 2024

Argentina needs reforms even more than the IMF’s money

By Martin Mühleisen

Buenos Aires must take a sustained path of economic reform or face an uncertain future with prolonged misery, social hardship, and continued decline.

Argentina Economy & Business
China, In the center of the capital in a new commercial building construction

Econographics

Jan 10, 2024

China’s local government debts are coming due

By Jeremy Mark

China's economic slowdown brings local government debts into sharp focus, threatening infrastructure and social services.

China Economy & Business
The view of boats on the red Sea.

Econographics

Jan 8, 2024

The long shadow of the Red Sea shipping disruption

By Alex Mills

Recent attacks on shipping moving through the red sea have exposed broader risks around international maritime commerce. Policy makers must use this wake-up call to build a more resilient international shipping ecosystem.

East Africa Economy & Business

New Atlanticist

Jan 8, 2024

The US Steel deal is a test of friendshoring—and the US is failing

By Sarah Bauerle Danzman

If Washington won’t allow this transaction—involving a buyer from a G7 country—then what foreign buyer would it see as a permissible owner?

Economy & Business Japan

Econographics

Jan 3, 2024

Five under-the-radar economic trends that could define 2024

By Josh Lipsky

We picked five under-the-radar trends that will matter for the global economy in 2024. Each shows the potential weak spots in the global economy alongside the forces that could stabilize growth.

China Economy & Business

New Atlanticist

Dec 20, 2023

By the numbers: The global economy in 2023

By GeoEconomics Center experts

Our GeoEconomics Center experts take you inside the numbers that mattered—including many you may have missed—in 2023.

Economy & Business Financial Sanctions and Economic Coercion

New Atlanticist

Dec 20, 2023

The Atlantic Council’s greatest hits of 2023

By Frederick Kempe

Here's the best of our efforts to further our mission to shape the global future together with allies and partners in 2023.

Economy & Business Energy & Environment
Building with EU flags

Econographics

Dec 19, 2023

Three next steps for the EU’s approach to economic security

By Elmar Hellendoorn

The EU’s Strategy on Economic Security, published this summer, was the first official effort to present a more coherent view on the European policy approach at the intersection of economics and geopolitics. In the end, however, the EU's approach to economic security can only be successful if it is tied to Europe's long-term political objectives.

European Union Eurozone
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