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GeoEconomics Center

At the intersection of economics, finance, and foreign policy, the GeoEconomics Center is a translation hub with the goal of helping shape a better global economic future.

Content

Report

Sep 5, 2024

China’s Middle East policy shift from “hedging” to “wedging”

By Jonathan Fulton, Michael Schuman

Beijing's diplomacy on the Gaza crisis has been unusually active, and gradually, the intentions behind China's intervention have become clear. Beijing's response demonstrates a changing approach to the region, one intended to leverage Beijing's influence to upset American policy and promote its own vision for the international order.

China Economy & Business

In the News

Sep 4, 2024

Dollar Dominance Monitor cited by Arbor Data Science

Read the full article here

International Markets United States and Canada

New Atlanticist

Sep 3, 2024

Risky business: How to save the G7 deal to mobilize $50 billion for Ukraine

By Charles Lichfield

The deal announced in Italy in June is at risk of getting caught between how the EU enacts sanctions and what the Biden administration is willing to bring before Congress.

Conflict Economic Sanctions

Econographics

Aug 27, 2024

Going for gold: Does the dollar’s declining share in global reserves matter?

By Hung Tran

If gold—which has recently experienced a surge in purchases by many global central banks—is included in reserve asset portfolios, the share of the US dollar is smaller than what the IMF has highlighted.

Economy & Business International Financial Institutions

New Atlanticist

Aug 26, 2024

Hurricanes could upend US oil and gas exports and global energy markets. Here’s what to know.

By Joseph Webster, Reid I’Anson, and Anya Herzberg

Texas and Louisiana are home to some of the world’s most important export sites for oil, liquefied natural gas, and other energy products. They’re also in the crosshairs of intensifying hurricanes.

Climate Change & Climate Action Economy & Business

New Atlanticist

Aug 15, 2024

The IRA two years on: A signpost of the new economic policy consensus

By William Tobin

Signed in August 2022, the Inflation Reduction Act has prompted global competition among governments to make public investments in emerging industries and technologies.

Economy & Business International Markets

Econographics

Aug 14, 2024

Get ready for a volatile fall in the financial markets—but not necessarily a downturn

By Josh Lipsky, Alisha Chhangani

Between an election, the threat of conflict, and a slowing economy, there is likely to be more volatility in the months ahead. But volatility doesn’t mean a downturn—it just means there’s more uncertainty than usual. 

Economy & Business International Markets
In China's eastern city of Jiujiang, workers in the steel building materials market hoisting steel.

Issue Brief

Aug 7, 2024

China Pathfinder: Q2 2024 update

By GeoEconomics Center and Rhodium Group

In the second quarter of 2024, China’s leaders insisted that economic growth was strong and on track. However, China's financial vital signs–property markets, stock prices, and consumer sentiment–all indicate weakness.

China Financial Regulation

New Atlanticist

Aug 5, 2024

Monday’s market rout is a painful but fundamentally healthy correction

By Hung Tran

The global market selloff has been driven by the normalization of outsized expectations for the high-tech sector and one-way betting for low Japanese interest rates and yen exchange rates.

Economy & Business International Markets

New Atlanticist

Aug 5, 2024

Behind the market turmoil: Why a bad jobs report and the risk of war are shaking the financial world

By Josh Lipsky

A geopolitical crisis and disappointing economic news at the same time create a haze that can make each situation appear more threatening than it actually is.

Economy & Business Energy & Environment

Experts

Events