What Does ‘De-Risking’ Actually Mean?
The buzzword is everywhere, but defining the concept of U.S.-China de-risking isn’t so easy. Read More Here
Category: Global Economy
Weak Global Economy, High Inflation, and Rising Fragmentation Demand Strong G20 Action
Working together to address common challenges, and building economic bridges, will be crucial to improve lives. Read More Here
Destructive Decoupling
Policymakers in both the United States and China seem to have fully accepted, and even embraced, the logic of economic decoupling. But what exactly will decoupling entail, and what will its consequences be? Read More Here
The highly charged geopolitics of lithium
China produces 75% of all lithium-ion batteries used in EVs but Australia controls the world’s largest battery-grade deposits. Read More Here
The Dollar Still Dominates
The centrality of the U.S. dollar in world affairs is mainly determined by economic factors, but geopolitical forces are threatening to weaken its top spot in the currency hierarchy. Read More Here
Dollar Relief in 2023
In 2022, a confluence of shocks reduced economic growth and simultaneously boosted inflation, causing investors to flee to dollar-denominated assets. Now, as fears about inflation and monetary policy begin to abate, the dollar should start to depreciate, adding a bright spot to the global growth outlook. Read More Here
Charting Globalization’s Turn to Slowbalization After Global Financial Crisis
Trade openness increased after the Second World War, but has slowed following the global financial crisis. Read More Here
U.S.-China Rapprochement Will Not Come Quickly
Beijing and Washington continue to pursue policies that appear aimed more at competition and confrontation than at pursuing avenues for cooperation. Read More Here
China’s Brute Force Economics: Waking Up from the Dream of a Level Playing Field
China’s tactics are not merely an assortment of cutthroat moves made by individual actors. Rather, they are features of Beijing’s long-term strategy and are backed up by the full force of the country’s party-state system, creating a challenge that Washington cannot afford to ignore. Read More Here
The Fate of the Global Balance Sheet
In 2022, global wealth shrank relative to GDP for the first time in decades. Whether this trend continues in 2023 will depend significantly on two factors: the effectiveness of Chinese policy and the strength of international economic cooperation. Read More Here
looking beyond borders 