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

Feb 4, 2026

What the data shows—and doesn’t show—about the future of the dollar

By Hung Tran

Is there genuine demand to “sell America,” or does the recent dollar weakness fall within historical fluctuations? More data will be needed to answer that question.

Dollar Dominance Economy & Business

Econographics

Feb 4, 2026

Understanding the vibe shift on the dollar

By Daniel McDowell, Bart Piasecki, Jessie Yin

Gold prices surged to record highs last week, driven by trade tensions, tariffs, and dollar uncertainty. For some, the rally signals rising skepticism about the greenback’s stability—even as policymakers insist the US remains committed to a strong dollar.

Dollar Dominance Economy & Business

Inflection Points

Jan 30, 2026

Markets and allies aren’t ‘selling’ America. They’re ‘hedging’ it.

By Frederick Kempe

The US dollar’s recent slide is not due to global investors abandoning the United States, but the trend does reveal an erosion of trust.

Dollar Dominance Economy & Business

Fast Thinking

Jan 30, 2026

What Kevin Warsh means for the Federal Reserve and the US economy

By Atlantic Council

US President Donald Trump will nominate Warsh, a former member of the Federal Reserve Board of Governors, to chair the US Federal Reserve.

Economy & Business Macroeconomics

Econographics

Jan 28, 2026

China’s property slump deepens—and threatens more than the housing sector

By Jeremy Mark

China's property sector slump is in its fifth year, with no end in sight. This poses real risks to the banking system and the country's financial stability.

China Economy & Business

Podcast

Jan 27, 2026

Markets, monetary policy, and central bank independence

By the GeoEconomics Center

In this episode of Guide to the Global Economy, experts assess the significance of the US Justice Department’s investigation into Federal Reserve Chair Jerome Powell and growing tensions between the White House and the Fed over interest rates, why markets aren’t reacting to the clash, and what’s at stake for US economic credibility and the US economy as a whole.

Economy & Business

Econographics

Jan 26, 2026

Africa enters 2026 facing a debt crisis. The answer lies in regional solutions.

By Juliet Lancey

The solution to debt crises in African nations lies in global and regional cooperation.

Africa Financial Regulation

Econographics

Jan 22, 2026

When will Wall Street’s tolerance for uncertainty run out?

By Jessie Yin, Josh Lipsky

In a decade of geoeconomic shocks, few events have truly shaken investor confidence. But Wall Street may be too complacent to political volatility.

Economy & Business Macroeconomics

Econographics

Jan 22, 2026

As markets turn volatile, leverage is back in the spotlight

By Hung Tran

Market turmoil has returned, highlighting how rising leverage plays a part in making the global financial system more fragile and vulnerable to shocks.

Economy & Business Financial Regulation

Fast Thinking

Jan 21, 2026

The future of Greenland and NATO after Trump’s Davos deal

By Atlantic Council

Our experts shed light on Trump’s speech at Davos and what the “framework of a future deal” on Greenland means for transatlantic relations.

Conflict Europe & Eurasia
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