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

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

In the News

Jul 27, 2024

Tran cited in South China Morning Post on Belt and Road Initiative loans

Read the full article here

China International Markets
French National Assembly with Olympic statues

Econographics

Jul 26, 2024

What French economic policy may look like after the Olympics

By Charles Lichfield and Gustavo Romero

The snap parliamentary election in France produced no absolute majority, and negotiations on government formation have begun. As Macron’s centrists attempt to construct a broad coalition, what economic policies can they suggest to bring the center-left and center-right onside?

Economy & Business Elections

New Atlanticist

Jul 24, 2024

China’s ability to buy US land near military bases just got more restricted

By Sarah Bauerle Danzman

Dig into the details of the US Treasury’s recently proposed rules that would expand its jurisdiction over foreign real estate purchases.

China Economy & Business

In the News

Jul 23, 2024

Lipsky cited in Bloomberg on US efforts to persuade emerging market countries to publicly criticize China’s export practices during the G20

Read the full article here

Brazil China

In the News

Jul 23, 2024

Lipsky cited in Reuters on U.S. Treasury Secretary Janet Yellen’s engagement at the G20 summit

Read the full article here

International Financial Institutions International Markets

Experts