Global Markets

The twenty-first century has seen accelerated economic growth in countries around the world, ushering in an era of economic multipolarity. CSIS experts provide in-depth analysis on the domestic markets of foreign nations such as India and China and their global implications.

Photo: Sean Gallup/Getty Images

Photo: Sean Gallup/Getty Images

EU-China Relations Face an Existential Test, but Escalation Is Not Inevitable

On July 28, the Chinese Ministry of Commerce published its “Position on the So-called Excess Capacity Issue” to rebut foreign concerns about Chinese overcapacity, signaling a renewal of tensions for upcoming EU-China trade negotiations.

Commentary by Francesca Ghiretti — September 29, 2026

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Phil Luck

Philip Luck

Director, Economics Program and Scholl Chair in International Business
Scott Kennedy

Scott Kennedy

Senior Adviser and Trustee Chair in Chinese Business and Economics
Ilaria Mazzocco

Ilaria Mazzocco

Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics
Hugh Nolan Grant-Chapman

Hugh Grant-Chapman

Fellow, Economics Program and Scholl Chair in International Business

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Project Vault Moves from Concept to Execution

Project Vault is moving from concept to execution. Glencore and Mercuria are committing $1 billion to source and stockpile critical minerals for U.S. manufacturers, putting the United States’ first commercial strategic minerals reserve into motion.

Critical Questions by Gracelin Baskaran — September 23, 2026

Changing the Narrative on African Investment

Discover how film and media drive economic growth and unlock investment across Africa. Enoh T. Ebong and Akunna Cook explore the power of creative industries.

Event — September 15, 2026

From the Petrodollar to the Tokendollar: Economic Statecraft in the AI Era

AI tokens are emerging as the currency of a new international order. Benjamin Jensen argues that the United States should create a “tokendollar” linking AI infrastructure, futures markets, and dollar-backed stablecoins to extend U.S. financial power into the AI era.

Commentary by Benjamin Jensen — August 25, 2026

Section 301 Tariffs and China: A Risky Gambit

Scott Kennedy and Claire Reade outline how USTR’s new Section 301 tariffs face legal hurdles, have not achieved their intended economic results, and are making it more difficult for the United States and allies to align in tackling China’s non-market practices.

Commentary by Scott Kennedy and Claire Reade — August 10, 2026

South Korea’s Strategic Capital Play

This blog chart shines a light on South Korea's $1.5 trillion in sovereign-fund assets and explores how it can be deployed to serve both financial and economic-security objectives.

Blog Post by Navin Girishankar, Karl Smith, Andrea Leonard Palazzi, and Joseph Lim — August 4, 2026

Understanding President Trump’s New Tariffs on Canadian Imports

On July 20, President Trump formally invoked Section 338 of the Tariff Act of 1930 for the first time to impose 50 percent duties against a significant range of Canadian products. Our experts explain the statute and its global implications.

Critical Questions by Christopher Gundermann, Hugh Grant-Chapman, and Diego Marroquín Bitar — July 21, 2026

America’s Unproven Productivity Boom, and the Cost of Misreading the Data

The recent boom in U.S. labor productivity may not be early dividends of new AI technologies, but a routine labor market adjustment. Until the data starts to provide a clearer story, policymakers would be wise to consider the jury out to avoid serious policy missteps.

Commentary by Philip Luck — July 20, 2026