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

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

New Atlanticist

Dec 19, 2023

Inside a central bank at war

By Josh Lipsky

Get a look inside how central banks are springing into action like never before to protect their economies as their countries enter war.

Conflict Financial Regulation
Ships on Red Sea

Econographics

Dec 18, 2023

What attacks in the Red Sea could mean for the global economy

By Hung Tran

Recent missile attacks on ships in the Red Sea by Iran-backed Houthi rebels have escalated regional tensions and disrupted global trade. Large shipping companies are now avoiding the route, causing significant costs and delays, which is impacting the the already fragile economy.

Economy & Business Macroeconomics

New Atlanticist

Dec 15, 2023

Experts react to the EU starting Ukraine membership talks while failing to agree on aid

By Atlantic Council experts

On Thursday, the European Council decided to open EU accession talks with Ukraine, even as Hungary blocked a proposed fifty billion euro EU aid package to Kyiv.

Conflict Economy & Business

Econographics

Dec 11, 2023

China’s manufacturing overcapacity threatens global green goods trade

By Niels Graham

Chinese lending is exacerbating a growing glut in its green manufacturing sector. Beijing is increasingly looking abroad to absorb excess capacity. This may have devastating effects for the global trading system as economies move to protect their own domestic industry.

China Economy & Business

Econographics

Dec 7, 2023

Germany’s debt brake isn’t working

By Hung Tran

Germany’s coalition government was dealt a fiscal crisis when the country’s Constitutional Court ruled that repurposing €60 billion of unspent money from the pandemic emergency support facility to the Climate and Transformation Fund was unconstitutional.

Economy & Business Financial Regulation
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