Why the United States and China, supposedly locked in a new Cold War, now seem to get along so well. And why Washington may need the calm more than Beijing.

Bessent tells us again he is very worried about the Treasury market: https://giftarticle.ft.com/giftarticle/actions/redeem/ee6b518e-75e0-44fb-812d-d4fb7d4691fb

Foreign official sales of Treasuries have a very large price impact in a distressed market

The closure of the Strait of Hormuz exposed the risks of weaponized interdependence, challenging conventional wisdom on energy security, geopolitics, and global supply chains.

Explore geoeconomic fragmentation and digital finance in our latest analysis of the U.S.–China 'Economic MAD' equilibrium and its impact on global financial systems.

Hopkins-Georgetown | Geoeconomics Conference (HG2C)

ALT: a woman wearing a mask and a yellow shirt is standing on a red carpet

Tech, trade, finance and military policies are mingling in a manner not seen during the neoliberal era

Japan's huge $1 trillion-plus in U.S. Treasury holdings are among the tools available for Tokyo to use in trade negotiations with the United States, Japanese Finance Minister Katsunobu Kato said on Friday.

Treasury Secretary Scott Bessent has picked the worst possible moment to consider loosening a crucial financial system safeguard.

Odd Lots · Episode

On 2 April 2025, the US announced tariffs on most of its trading partners, creating a major trade policy shock to the world economy. This column shows that the US dollar depreciated on impact, rather than appreciating as expected based on standard theory and prior evidence. The authors argue that this unusual transmission impact of the tariffs on the dollar was driven by foreign equity portfolio rebalancing away from US equities. US trade policy not only needs to consider possible impacts on US safe assets but also risky assets.

Welcome to the 2025 Johns Hopkins Geoeconomics Conference, held at the Hopkins Bloomberg Center in Washington, DC on May 2 & 3.

Industry executives report change of approach as Beijing bears the brunt of Trump’s tariffs

With Jerome Powell ruling out a rescue mission this week and incurring the wrath of Donald Trump, Wall Street is desperate for a lifeline as tariff-lashed markets slide anew.

Abstract. This article examines whether firm-level idiosyncratic shocks propagate in production networks. We identify idiosyncratic shocks with the occurre

On 2 April 2025, the US announced tariffs on most of its trading partners, creating a major trade policy shock to the world economy. This column shows that the US dollar depreciated on impact, rather than appreciating as expected based on standard theory and prior evidence. The authors argue that this unusual transmission impact of the tariffs on the dollar was driven by foreign equity portfolio rebalancing away from US equities. US trade policy not only needs to consider possible impacts on US safe assets but also risky assets.

This link will take you to a page that’s not on LinkedIn

Heightened tensions can hurt stock markets, raise government borrowing costs, and pose risks to financial stability

The Federal Reserve Board of Governors in Washington DC.

Tariffs, trade wars and plans for big tax cuts could all rattle investors in US Treasuries, but it’s a resilient market with few alternatives

Nearly two centuries of data show that immigrants commit fewer crimes than US-born citizens.

Deadline for the online application: April 15, 2025 at 5.00 p.m. (Italian time)List of admitted to interview: from May 8, 2025Ranking list: by May 30, 2025Schedule of interview: 15 and 16 May  2025 – ...