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

Nov 4, 2026

The midterms are done. Time for the fiscal clashes to begin.

By Josh Lipsky, Bart Piasecki

The Democrats’ victory in the 2026 US midterm elections sets the stage for major showdowns on the federal budget and the debt ceiling.

Dollar Dominance Economy & Business

Econographics

Nov 3, 2026

A $6 billion hack in a season of AI anxiety

By JP Schnapper-Casteras

A $6.3 billion Binance hack and AI-assisted discoveries of software vulnerabilities made unsettling headlines. But not everything is as new or terrifying as it seems.

Artificial Intelligence Digital Currencies

Econographics

Oct 30, 2026

As energy prices threaten inflation again, Lagarde’s European Central Bank legacy offers lessons

By Hung Tran

Christine Lagarde's European Central Bank legacy reflects strong crisis management and efforts to strengthen the euro, but a mixed record on inflation.

Economy & Business Europe & Eurasia

Podcast

Oct 26, 2026

Should Beijing be pushed to let the renminbi rise?

By the GeoEconomics Center

Can currency diplomacy address the global imbalances that have featured on both the Group of 7 and Group of Twenty agendas this year? And can the US and the EU finally align their strategies to tackle China's overcapacity? Brad Setser of the Council on Foreign Relations and Sander Tordoir of the Centre for European Reform join Jessie and Charles in Bangkok, Thailand, to discuss China's trade surplus, the limits of currency policy, and who bears the cost of closing global imbalances.

Econographics

Oct 20, 2026

The rewiring of globalization is under way

By Hung Tran

Global supply chains are being reconfigured in response to geopolitical and economic upheaval. This is a more nuanced picture than the term "deglobalization" suggests.

China Economy & Business

Podcast

Oct 15, 2026

ECB President Christine Lagarde on the digital euro and Europe’s financial future

By the GeoEconomics Center

As Europe moves closer to a digital euro, European Central Bank President Christine Lagarde discusses the future of Europe’s currency and the importance of payment sovereignty. Speaking with Josh Lipsky at the 2026 IMF-World Bank Annual Meetings in Bangkok, Lagarde also weighs in on inflation, economic growth, and the ECB’s monetary policy outlook.

Econographics

Oct 13, 2026

How the trade war with Canada is hitting US states—and could sway midterm elections

By Madeline Chalecki and Delnaz Ghadiali

Tariffs on both sides of the border have concentrated the financial burden on specific states and industries, bringing the trade war into some of the country’s most competitive political races.

Economy & Business North America

EconoGraphics

Oct 12, 2026

Live updates from the IMF-World Bank Annual Meetings in Thailand as financial leaders take on AI, debt, and geopolitical upheaval

By Atlantic Council experts

Our experts are on the ground talking to leaders and getting the behind-the-scenes scoop on how the Bretton Woods institutions are taking on the most urgent challenges in the global economy.

Economy & Business Energy & Environment

Podcast

Oct 8, 2026

Federal Reserve Vice Chair Michelle Bowman on rates, regulation, and AI

By the Atlantic Council

What’s next for interest rates after the Fed’s September hike? Federal Reserve Vice Chair for Supervision Michelle Bowman says there’s no urgent need for further action.

Econographics

Oct 2, 2026

Investing in Europe’s next growth engine

By Charles Lichfield

With Western European investment becoming less dependable, Central and Eastern Europe faces a choice: attract new foreign capital, or do more to mobilize the investment potential within the region itself.

Economy & Business Europe & Eurasia
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