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.

New Atlanticist

Sep 28, 2020

The illusion of decoupling the semiconductor industry: Latest US restrictions on China short-sighted

By Jeremy Mark

The action against SMIC, which reflects concerns about the use of US chip-making technology for military purposes and which follows steps put into effect on September 15 to choke off the supply of chips to Huawei Technologies Co., is likely to prove shortsighted. It will incur costs for US companies while failing to ensure them supply chain independence.

China Digital Policy

In the News

Sep 28, 2020

Busch in The Hill: In losing China tariffs at the WTO, the US dodged a bullet

By Marc L. Busch

Marc Busch writes that had the WTO found certain US tariffs on China legal, it would have created an endless spiral of countermeasures that put US exports at risk around the world.

Economy & Business Trade and tariffs

New Atlanticist

Sep 15, 2020

Don’t believe the SWIFT China sanctions hype

By Brian O’Toole

A major Chinese state-owned bank, the Bank of China (BOC), in July urged its banks to switch away from SWIFT toward a domestic messaging system because of the threat of US sanctions. Don’t take the warning at face value however, as Beijing’s primary motivation is to promote its own domestic system, rather than any real fear of a SWIFT cut-off.

China Financial Regulation

In the News

Sep 15, 2020

Busch in The Hill: Congress should retire, not reform, the Generalized System of Preferences

By Marc L. Busch

Marc Busch writes that the United States' Generalized System of Preferences has surpassed its usefulness and that signing bilateral free trade agreements presents a better path forward.

Economy & Business Trade and tariffs

New Atlanticist

Sep 14, 2020

Regulatory combat: Export controls as ammunition against national security threats

By Annie Froehlich

The Department of Commerce's actions could deliver a significant blow to Huawei, but they also merit attention for the resulting compliance challenges and burdens facing industry.

China Financial Sanctions and Economic Coercion

New Atlanticist

Sep 14, 2020

New US Hong Kong tax treaty suspension sends important signal, despite the costs

By Barbara C. Matthews

Eliminating the favorable tax treatment and requiring “made in China” labels at least provide a visible and concrete mechanism to articulate objections regarding Chinese policy without exerting significant economic pain on the people of Hong Kong, China, or the United States

China Financial Regulation

New Atlanticist

Sep 14, 2020

COVID-19 has revealed the cost of disrupted education and child care inequality

By Nicole Goldin

Out of this COVID-19 crisis comes the opportunity to reimagine education to better supply today’s young generation with the skills to meet the demands of an even more rapidly changing economy; and to recognize and mitigate the burdens of care, disproportionately faced by women, to increase productivity and facilitate economic participation.

Coronavirus Women

New Atlanticist

Sep 8, 2020

Credit rating agencies could resolve African debt impasse

By Vasuki Shastry and Jeremy Mark

Credit rating agencies should offer a nuanced understanding of the unique needs of African nations. The G20 and global regulators have the power to persuade international investors that a little forbearance could save lives and livelihoods

Africa Financial Regulation

In the News

Aug 31, 2020

Busch in The Hill: US cheddar cheese in Europe’s trade mousetrap

By Marc L. Busch

Marc Busch writes that a trade debacle between the US and EU over the word "cheddar" is a symptom of a greater contest in trade relations with third-party states.

Economy & Business European Union

New Atlanticist

Aug 28, 2020

Experts react: The road ahead for Japan after Abe resigns

By Atlantic Council

"New Japanese leadership, combined with the outcome of the US presidential election, could be a game changer for geopolitics in Northeast Asia," Miyeon Oh says.

Japan Macroeconomics
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