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

Oct 13, 2025

Expect IMF-World Bank meeting debates over China, the US, Ukraine, and more—behind closed doors

By Martin Mühleisen

Behind closed doors, delegates are likely to tackle questions around Washington's relationship with the IMF, China's economic performance, and the role of the Bretton Woods institutions.

China Financial Regulation

New Atlanticist

Oct 12, 2025

As the trade war resumes, China may be keeping one eye on Trump and one on the Supreme Court

By Josh Lipsky

The US president’s leverage with Xi Jinping could be undercut by the Supreme Court's deliberations.

China Trade and tariffs

Econographics

Oct 8, 2025

From US tariffs to Argentina’s crisis: The five important issues at next week’s IMF-World Bank Annual Meetings

By Hung Tran

The IMF and the World Bank will face five important issues, which span both near-term economic prospects and more fundamental, longer-term challenges confronting the global economy.

Argentina Financial Regulation

New Atlanticist

Oct 7, 2025

How a weaker US dollar can help debt-burdened African countries

By Bart Piasecki

Trump’s drive to weaken the US dollar is having global side effects. For some African countries, it is helping to ease immediate fiscal pressures.

Africa Fiscal and Structural Reform

New Atlanticist

Sep 30, 2025

Highlights from the Transatlantic Forum on GeoEconomics, as US and European leaders reimagine transatlantic cooperation

By Katherine Golden, Daniel Hojnacki

Our experts flew to Brussels to hear from US and EU leaders on their visions for enhancing US-European cooperation on trade, security, technology, and other era-defining issues.

Economy & Business European Union

New Atlanticist

Sep 30, 2025

Is the US currency rescue for Argentina positive statecraft or reckless favoritism?

By Martin Mühleisen

A twenty-billion-dollar US support package for Argentina announced last week provides crucial breathing room for President Javier Milei.

Argentina Economy & Business

Transcript

Sep 30, 2025

EU trade chief Maroš Šefčovič on why Europe got the ‘best possible’ trade deal with the United States

By Atlantic Council

Šefčovič argued at the 2025 Transatlantic Forum on GeoEconomics that it makes sense for the US and EU to be in constant discussion about their trade practices and tariffs, considering the size of their economies.

European Union Trade and tariffs

Transcript

Sep 30, 2025

US Ambassador to NATO Matthew Whitaker’s message to allies ‘dragging their feet’ on defense spending

By Atlantic Council

At the 2025 Transatlantic Forum on GeoEconomics, Whitaker called upon each ally to "start spending money on their defense and stop buying Russian energy."

Europe & Eurasia Financial Sanctions and Economic Coercion

New Atlanticist

Sep 19, 2025

The EU won’t tariff China and India to please Trump. But it is working on a counteroffer.

By Charles Lichfield

European Commission President Ursula von der Leyen announced a nineteenth package of sanctions against Russia on September 19.

Conflict European Union

Econographics

Sep 18, 2025

China’s economy remains trapped in the doldrums

By Jeremy Mark

New statistics from Beijing describe a country mired in a slowdown. Efforts to juice the economy late last year have failed to stimulate sustained recovery.

China Economy & Business