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

Jul 13, 2022

Emerging markets need new engines of growth

By Niels Graham

External tailwinds such as trade, interest rates, and commodity prices propelled emerging market growth throughout the 2000s. However, as the global macroeconomic backdrop shifts these conditions are increasingly becoming headwind risks.

Economy & Business Macroeconomics

New Atlanticist

Jul 1, 2022

Summit speed read: How the G7 and NATO pushed back on Putin

By Daniel Fried

The free world’s leading institutions did a lot this week—but the war still hangs in the balance. Here's what was agreed to and what is yet to be accomplished.

Conflict Financial Sanctions and Economic Coercion

New Atlanticist

Jun 30, 2022

Why Russia’s economy is more resilient than you might think

By Josh Lipsky

With each recession, Russian institutions—and the population itself—have become increasingly inured to economic trauma.

Economy & Business Financial Sanctions and Economic Coercion

EconoGraphics

Jun 30, 2022

Global Sanctions Dashboard: Russia default and China secondary sanctions

By Charles Lichfield, Maia Nikoladze and Castellum.AI

Russia's default on sovereign debt; EU oil ban; China secondary sanctions threat; Middle Eastern illicit networks

China East Asia

Diversity, Equity, and Inclusion

Jun 29, 2022

Trouble for Emerging Markets could spell trouble for all

By Jeff Goldstein

With emerging markets in a difficult position, they should be encouraged to use capital controls in some circumstances, develop more effective debt resolution programs, and acquire funds from advanced economies and international financial institutions.

Economy & Business Financial Regulation

New Atlanticist

Jun 27, 2022

Can price caps on Russian oil tame the Kremlin? Our experts debate.

By Edward Fishman, Brian O’Toole, Mark Mozur, and Charles Lichfield

Atlantic Council experts weigh in on whether a G7-driven price cap on Russian oil will have the intended effect.

Economy & Business Energy Markets & Governance

New Atlanticist

Jun 24, 2022

Seven trends to watch as the world’s richest countries get together

By the GeoEconomics Center

From inflation to sanctions, these are the key questions facing the G7 countries—which represent around half the global economy—at their upcoming summit.

Digital Currencies Economy & Business

Blog Post

Jun 20, 2022

The WTO Ministerial Agreement – Problematic Progress

By Barbara C. Matthews

Ministers at the World Trade Organization (WTO) triggered headlines proclaiming an historic trade agreement on e-commerce, fishing, and vaccines. In reality, their accomplishments are far more mundane. Many are relieved that the WTO even continues to exist amid deepening geopolitical splintering.

China Economy & Business

Econographics

Jun 17, 2022

Where do the “fence-sitters” sit on trade with Russia?

By Josh Lipsky, Sophia Busch

At least in terms of trade, seemingly neutral countries aren’t enabling Russia as much as their public positions might suggest.

China Economy & Business

Econographics

Jun 17, 2022

The Fed has regained the initiative, but at a cost

By Hung Tran

The Fed may well have been right in taking forceful actions now to fight inflation after failing to control it, but such actions add to the challenges experienced by economies around the world.

Economy & Business Financial Regulation