Geo-Graphics

337 results

The Shifting Composition of Treasury Buyers Threatens to Worsen the U.S. Debt Trajectory
September 2, 2026
By Benn Steil and Yuma Schuster
Big Macs Say the Dollar is Way Overvalued. iPad Minis Say It's Not so.
August 5, 2026
By Benn Steil and Yuma Schuster
Why the Fed’s Published Inflation Forecasts Are Meaningless—Or Worse
August 4, 2026
By Benn Steil and Yuma Schuster
Rising Stock-Bond Volatility Correlation Is Undermining Global Risk Models
June 11, 2026
By Benn Steil and Yuma Schuster
What the Iran War Tells Us About the Dollar’s Vulnerability
May 15, 2026
By Benn Steil and Yuma Schuster
CFR Mini Mac Index Shows Dollar Weakening in Trump's First Year
March 11, 2026
By Benn Steil and Yuma Schuster
How Cross-Border Chinese RMB Flows May Weaken U.S. Sanctions
March 6, 2026
By Benn Steil and Yuma Schuster
Who Pays Trump’s Tariffs?
November 4, 2025
By Benn Steil
Of “Emergencies” and “Tipping Points”
September 9, 2025
By Benn Steil
Will Trump’s Firing of the Labor-Data Chief Raise U.S. Financing Costs?
August 5, 2025
By Benn Steil
Trump’s Japanese and EU Investment Boasts Contradict His Claims of a Trade Deficit "Emergency"
July 29, 2025
By Benn Steil
Section 232 Tariffs and the Relentless Rise of U.S. “National Security” Protectionism
June 18, 2025
By Benn Steil
What is an “International Emergency,” and Who Gets to Decide?
May 16, 2025
By Benn Steil
Could Trump’s Tariffs Replace Income Tax for the Bottom 90%?
April 24, 2025
By Benn Steil and Elisabeth Harding
Steel Productivity has Plummeted Since Trump’s 2018 Tariffs
March 6, 2025
By Benn Steil and Elisabeth Harding
Dollar Undervalued on CFR Mini Mac Index
February 12, 2025
By Benn Steil and Elisabeth Harding
The Growth Hit From Trump’s Tariffs
February 6, 2025
By Benn Steil and Elisabeth Harding
Where Will Trump’s Tariff Revenues Go? His First Term Provides a Big Clue.
February 3, 2025
By Benn Steil and Elisabeth Harding
Why the Fed Should Stop Forward Guidance
January 31, 2025
By Benn Steil and Elisabeth Harding
Soaring Abuse of “National Security” Exceptions Has Wrecked the Multilateral Trading System
December 19, 2024
By Benn Steil and Elisabeth Harding
How Trump Can Control the Fed
November 18, 2024
By Benn Steil and Elisabeth Harding
China’s Central Bank is Becoming the Developing World’s “Payday Lender”
October 22, 2024
By Benn Steil and Elisabeth Harding
Will a Worker Shortage Kill the U.S. Manufacturing Boom?
September 30, 2024
By Benn Steil and Elisabeth Harding
Aging Will Hit China’s Economy Far Harder Than Is Recognized
August 28, 2024
By Benn Steil and Elisabeth Harding