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Business and Geopolitics

Drawing on CFR experts and resources across regions and issues, the Business and Geopolitics hub equips business leaders with the geopolitical insight needed to navigate a world where foreign policy decisions increasingly shape market conditions, corporate strategy, and global risk.

Top of Mind at CFR

Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding

Each week, The Spillover traces the ripple effects of global events, exploring the intersection of policy, geopolitics, economics, technology, and finance. In this episode, Sebastian Mallaby and Rebecca Patterson explore how the Gulf region transformed into a global “capital of capital” and what happens if war in the region disrupts that role. It examines the ripple effects on global markets, U.S. tech and AI investment, and the broader balance of economic power if Gulf capital starts turning inward to focus on defense.

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A worker operates valves at the Rumaila oil field, as the country cuts nearly 1.5 million barrels per day of output amid halted exports following the closure of the Strait of Hormuz, in Basra, Iraq, on March 4, 2026. 
Essam Al-Sudani/Reuters

How the Iran War Ignited a Geoeconomic Firestorm

Six CFR fellows assess the geoeconomic fallout of the war in Iran, and they analyze the challenges that the United States and the world will have to navigate as the conflict enters its third week.

President's Corner

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From the C-Suite

The C-Suite’s Expectations for 2026

At a recent summit, several corporate CEOs expressed optimism about the year ahead, though they noted some concerns about U.S. economic security and technological support.

Reports and Publications

Deep dives into the critical issues shaping business and policy.

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    RealEcon

    Works to assess the role of the United States in the international economy, analyze what is at stake for the American people, and identify the trade-offs in different policy approaches.

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    China Strategy

    Answers the questions that go to the heart of American China strategy through fresh analysis, granular policy recommendations, and convenings with experts from around the world.

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    Climate Realism

    Charts a novel, pragmatic course for U.S. energy and climate policy that is both realistic in forecasting climate impacts and U.S. leverage as well as realist in assessing that countries will compete and pursue policies to advance their own interests.

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    Securing Ukraine’s Future

    Provides timely, informed analysis and practical policy recommendations for U.S. policymakers and the American public.

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Connect with CFR's Corporate and CEO Programs

CFR’s Corporate and CEO Programs help companies navigate today’s complex geopolitical landscape and connects private-sector leaders with policymakers, media, and experts to exchange perspectives on critical issues at the intersection of business and foreign policy. These engagements empower companies to anticipate risk, shape strategy, and adapt operations in a rapidly changing global environment.

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