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

Sep 7, 2023

Will the G20 Summit help India become the voice of the Global South?

By Hung Tran

New Delhi has raised the prospect of G20 membership for the African Union, reform of global financial institutions, restructuring of sovereign debt, and additional climate financing.

Economy & Business Energy & Environment

Econographics

Aug 31, 2023

Indonesia’s economy will surpass Russia’s sooner than expected. Here’s what that says about the global economy.

By Josh Lipsky, Niels Graham

In 2026, Indonesia is expected to surpass Russia to become the world’s sixth largest economy

Economy & Business Fiscal and Structural Reform

New Atlanticist

Aug 29, 2023

Russia is ramping up its CBDC. Will Putin’s ‘robot ruble’ work?

By Ananya Kumar, Charles Lichfield

Given the extent of financial sanctions following its full-scale invasion of Ukraine, Russia is trying to open alternative channels for cross-border payments.

Conflict Digital Currencies

Econographics

Aug 25, 2023

Understanding the growing use of local currencies in cross-border payments

By Hung Tran

Local currencies don’t threaten the dollar, but they’re changing how payments are made around the world.

China Economy & Business

New Atlanticist

Aug 24, 2023

BRICS is doubling its membership. Is the bloc a new rival for the G7?  

By Atlantic Council experts

Atlantic Council experts share their insights on what the addition of Argentina, Egypt, Ethiopia, Iran, the UAE, and Saudi Arabia to the group might mean.

Africa Brazil

Econographics

Aug 23, 2023

What Brazil’s “multipolar” foreign policy means for the Bretton Woods institutions

By Jack Tapay-Cueva and David Dong

The BWIs must address the evolving attitudes of countries like Brazil to maintain their relevance in an ever-changing global order.

Brazil China

Econographics

Aug 17, 2023

The Chinese economy’s moment of macro weakness—in charts

By Niels Graham

The Chinese economy is weakening as seen through indicators related to its property and manufacturing sectors, unemployment, inflation, and trade.

China Economy & Business

Econographics

Aug 15, 2023

Two credit downgrades in the US are a much-needed warning 

By Hung Tran

Fitch's decision to downgrade US long-term credit ratings is another warning sign. Neither the complacency of markets nor the forced optimism of officials reflects the seriousness of rating agencies’ concerns with the US economy.

Economy & Business Fiscal and Structural Reform

New Atlanticist

Aug 10, 2023

A new White House order is taking aim at investment in Chinese tech. How will it actually work?

By Sarah Bauerle Danzman, Emily Weinstein

President Biden has signed an executive order restricting certain outbound investment in an effort to address national security threats that China may pose to the United States.

China Economy & Business
Person counting dollar banknotes

EnergySource

Aug 10, 2023

Can IRA spending really throttle energy inflation?

By Charles Lichfield

Expanding the federal deficit risks exacerbating inflation, regardless of the long-run cost savings wise energy investments could bring.

Economy & Business Energy & Environment