GeoEconomics Commentary & Analysis

Deploying QT – The Fed readies its new tool to fight inflation

By Ole Moehr

June 1 onwards, the Fed will begin to reduce the size of its balance sheet, i.e., conduct quantitative tightening. But how does QT work, what are its goals, and are there potential risks of the policy?

Global Sanctions Dashboard: Russia and beyond

By Charles Lichfield, Maia Nikoladze, Sophia Busch and Castellum.AI

Checking the pulse of the Russian economy; Africa’s illicit gold trade, North Korea’s missile tests, and recent cyber sanctions.

AC Selects: The future of UK financial markets and US support for Ukraine

Week of April 29, 2022 Last week, the GeoEconomics Center and the Centre for Policy Studies jointly hosted the future of UK banking and finance conference to convene senior British, US, and European leaders to discuss policy proposals concerning UK capital markets, taxation, and competitiveness. Also, the Eurasia and Scowcroft Centers hosted an #ACFrontPage event […]

Wargaming a Western freeze of China’s foreign reserves

By Hung Tran

China's new Financial Stability Law creates a new framework for furthering financial stability in the country. This has implications for the United States, which is undergoing fiscal tightening, as well as emerging markets, where portfolio capital has begun flowing outward.

Stocks on Mars and savings accounts on Venus? Accelerating female economic empowerment by narrowing the wealth gap between men and women

By Alexis Crow

Temporary and structural policies now aim to boost women's economic prospects that have been diminished by the pandemic. But the question begs to be asked: what is the next “big thing” in female economic empowerment, and accordingly, in ESG policy and investment?

Two years in: Assessing US and Euro area’s pandemic fiscal responses

By Jeff Goldstein

Policymakers should examine their country’s fiscal policy infrastructure to ensure both approaches can be efficiently utilized during a future crisis.

The North-South divide is growing. Can a new Bretton Woods help?

By Amin Mohseni-Cheraghlou

The growing divide is under the scanner as US Treasury Secretary Yellen and Colombian Finance Minister Restrepo both voiced a need to modernize the institutions.

China to roll out its version of quantitative easing

By Hung Tran

China's new Financial Stability Law creates a new framework for furthering financial stability in the country. This has implications for the United States, which is undergoing fiscal tightening, as well as emerging markets, where portfolio capital has begun flowing outward.

Janet Yellen’s message to the world: There can be no ‘sitting on the fence’ on Russia

By Nick Fouriezos

The US secretary of the treasury joined the Atlantic Council ahead of next week's IMF and World Bank meetings to address Russia's invasion of Ukraine and the economic fallout for the developing world.