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.

Econographics

Mar 15, 2023

Essential but unevenly distributed: IMF’s response to sovereign debt and financial crises

By Amin Mohseni-Cheraghlou

The IMF's response to today's multifaceted challenges will require broader financing support.

Africa Economy & Business

New Atlanticist

Mar 13, 2023

The Fed’s tightening is a recipe for global volatility. Silicon Valley Bank’s collapse is just the start.

By Martin Mühleisen

In this volatile environment, it may take less than a historic shock to cause severe disruption. Governments and central banks around the world better be prepared.

Economy & Business Financial Regulation

EconoGraphics

Mar 13, 2023

Silicon Valley Bank failed: What happens next?

By Hung Tran

Even if the contagion effects are contained, risks to the financial stability of the US and the world have increased significantly. The Fed can no longer focus only on bringing down inflation, but must also avoid exacerbating financial stability risks.

Economy & Business Financial Regulation

New Atlanticist

Mar 8, 2023

Inflation comes with a big gender gap. Here are five ways to narrow it.

By Nicole Goldin

This year’s International Women’s Day is taking place against a backdrop of an inflation surge that is disproportionately impacting women.

Economy & Business Inclusive Growth

Report

Mar 7, 2023

Fractured foundations: Assessing risks to Hong Kong’s business environment

By Logan Wright

The report analyzes in detail the risks to the commercial operating environment in Hong Kong that have emerged since the 2020 introduction of the National Security Law.

China East Asia

New Atlanticist

Feb 24, 2023

One year, eight world-changing numbers. Quantifying Russia’s war in Ukraine.

By Atlantic Council experts

Experts from across the Atlantic Council have drawn up the figures they believe best illustrate all the ways this war has shaken the world.

Economy & Business Europe & Eurasia

New Atlanticist

Feb 23, 2023

The big questions (and answers) about Ajay Banga’s nomination to lead the World Bank

By Atlantic Council experts

What to know about the former Mastercard chief executive officer's surprise nomination to lead the World Bank.

Economy & Business Fiscal and Structural Reform

New Atlanticist

Feb 23, 2023

Sanctions alone won’t defeat Russia in Ukraine. But they’re having a bigger impact than it might seem.

By Brian O’Toole, Daniel Fried

The Russian economy has begun to look like a leaky ship. All hands are on deck bailing it out, but at some point, they won’t be able to keep up.

Financial Sanctions and Economic Coercion Oil and Gas

Issue Brief

Feb 23, 2023

United States–China semiconductor standoff: A supply chain under stress

By Jeremy Mark, Dexter Tiff Roberts

What are the implications of US semiconductor policy for global semiconductor supply chains and the competition for primacy in an industry critical to the economy and global security?

China Economy & Business

New Atlanticist

Feb 22, 2023

China and private lenders are blocking a solution to the global debt crisis. The G20 must step in.

By Vasuki Shastry and Jeremy Mark

The international community must apply pressure so that China and private-sector lenders join in facilitating a collective haircut that includes all lenders.

China Economy & Business