Geoeconomics Bi-Weekly Newsletter

A bi-weekly roundup of the critical economic developments and data driving geopolitics today.

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Geoeconomics Bi-Weekly: Markets Stabilize After Turbulent Month

Markets shook off a downturn earlier this month as U.S. economy shows signs of resilience.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — August 23, 2024

Geoeconomics Bi-Weekly: Markets Swing Amid Concerns of a Weakening U.S. Economy

Fears of a looming recession grow as markets worldwide plummeted on Monday following a weak U.S. jobs report.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — August 9, 2024

Geoeconomics Bi-Weekly: China Announces It Will Stay the Course During Third Plenum

Chinese leaders double down on state control and investments in manufacturing during Third Plenum meeting:

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — July 26, 2024

Geoeconomics Bi-Weekly: Warnings Of Excessive Deficits Ring Out Around the World

The Bank of International Settlements warned world leaders of the risks of high debt levels to global financial stability in its annual report

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — July 12, 2024

Geoeconomics Bi-Weekly: More Sanctions, Tariffs, and Investment Restrictions

The United States unveils its plan to restrict investment in China's critical technology sectors as Europe imposes new sanctions and tariffs

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — June 28, 2024

Geoeconomics Bi-Weekly: International Institutions In Focus as G7 Leaders Meet in Italy

G7 leaders meet in Italy this week, following European Parliamentary elections and rate cuts in Canada and the Eurozone

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — June 14, 2024

Geoeconomics Bi-Weekly: European Central Bank Primed to Cut Interest Rates Next Week

Eurozone inflation has trended towards the ECB’s 2% target over the last several months, but the outlook for the rest of the year is murky.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — May 31, 2024

Geoeconomics Bi-Weekly: Geopolitical Tensions Continue to Shape Global Trade

International economic bodies are forecasting a sharp rebound in global trade after a slowdown in 2023, though all warn about the rising risks caused by geopolitical tensions.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — May 17, 2024

Geoeconomics Bi-Weekly: Attacks on merchant shipping expand deep into Indian Ocean

The MSC Orion was attacked by a drone 375-miles off the Yemeni coast, expanding the area under threat to a large swath of the northwest Indian Ocean.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — May 3, 2024

Geoeconomics Bi-Weekly: New Studies Highlight the Changing Geoeconomic Landscape

Studies on export controls and industrial policy begin to quantify the impact of geopolitics on the global economy.

Newsletter by Chris Borges, Kirti Gupta, and Andrea Leonard Palazzi — April 19, 2024

China's Power: Up for Debate 2025

PONI 2025 Virtual Winter Conference

What is the "Iron Dome for America"?

Trump, Tariffs and Trade Wars | The Capital Cable #106

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