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Global Capital Allocation Project @gcaproject.bsky.social · 12/09/2025

Tomorrow, @jesseschreger.bsky.social speaks on Mkt and Political Power in Econ, AI, and New Digital Rules. He joins @ranaforoohar.bsky.social, Clement Bohr, Andrea Prat, Anya Schifrin, & @wallachlori.bsky.social. 🥳 Congratulations on 25 years to @ipdcolumbia.bsky.social!

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Reposted by Global Capital Allocation Project

Global Capital Allocation Project @gcaproject.bsky.social · 02/09/2025

❗️The deadline to apply for the JIE-GCAP-BGS Conference on Geoeconomics at @StanfordGSB is coming up on September 15! More details in the call for papers: shorturl.at/r26Do Organized by @jesseschreger.bsky.social, Jeff Frieden, @rjuhasz.bsky.social, Carolin Pflueger, and Christoph Trebesch

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Global Capital Allocation Project @gcaproject.bsky.social · 05/09/2025

‼️ We’re hiring predoctoral research fellows (Summer 2026) at Stanford GSB!  Come work with @mmaggiori.bsky.social, @antonio-coppola.bsky.social, @jesseschreger.bsky.social and the GCAP Lab on big-data + international macro/finance. Apps rolling, deadline Oct 17. Details 👉 shorturl.at/ynIsw

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Global Capital Allocation Project @gcaproject.bsky.social · 04/09/2025

@mmaggiori.bsky.social, @antonio-coppola.bsky.social, and @chris-d-clayton.bsky.social engaged with Korean policymakers, business leaders, and scholars on geoeconomics at the GCAP Seoul Seminar, hosted by Zeitgeist Capital & Korea-US Alliance Foundation. 🎥 Event highlight reel: shorturl.at/UsD3O

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Global Capital Allocation Project @gcaproject.bsky.social · 02/09/2025

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

Faculty guest speaker @MelissaLDell shared her expertise with students in a session on "Deep Learning in Economics", a topic that is increasingly important for social science researchers. Part 1: www.youtube.com/watch?v=6JCi... Part 2: www.youtube.com/watch?v=Yuv3...

youtube.com

Deep Learning in Economics I

YouTube video by Stanford Graduate School of Business

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

🙏 The Big-Data Initiative in International Macro-Finance is possible thanks to support from the Alfred P. Sloan Foundation and the Stanford Graduate School of Business.

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

Thanks also to GCAP faculty @antonio-coppola.bsky.social and affiliate @chris-d-clayton.bsky.social who taught in the sessions Aggregate Public Macro Data, Global Capital Allocation, and Geoeconomics and AI Applications in International Economics.

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

@mmaggiori.bsky.social debuted a session "Public Micro Data" based on work joint with @bcavani.bsky.social and @jesseschreger.bsky.social. Bruno led this effort and is working on a public code repository that we will share soon. Video: www.youtube.com/watch?v=TYCT...

youtube.com

Public Micro Data

YouTube video by Stanford Graduate School of Business

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

Faculty guest speaker and trade expert Stephen Redding taught a session on “Global Trade”. We were very grateful to have him teach the students about this timely issue. Video: www.youtube.com/watch?v=fwcr...

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

We welcomed 37 PhD students from 22 universities to the 2025 Big-Data Initiative in International Macro-Finance this month. This event is designed to lower barriers to entry to large-scale, data-driven research. Materials available on event website: www.globalcapitalallocation.com/bdi-cover-page.

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Global Capital Allocation Project @gcaproject.bsky.social · 29/08/2025

Photos from the Econometric Society World Congress plenary on Geoeconomics by @mmaggiori.bsky.social - slides available here: globalcapitalallocation.s3.us-east-2.amazonaws.com/geoecon_plen....

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Global Capital Allocation Project @gcaproject.bsky.social · 14/08/2025

🇨🇳 How scared should you be of “the China squeeze”? @economist.com spoke to @mmaggiori.bsky.social to understand the nonlinearity of geoeconomic power. Article here: www.economist.com/china/2025/0...

economist.com

How scared should you be of “the China squeeze”?

Xi Jinping masters the dark arts of the trade war

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Global Capital Allocation Project @gcaproject.bsky.social · 11/08/2025

The Importance of Finance for Geoeconomic Power: Tomorrow, August 12, at 9:45am ET, @mmaggiori.bsky.social gives a keynote fireside at Helsinki Geoeconomics Week 2025 moderated by Brad Setser of the Council on Foreign Relations. Join to watch live: shorturl.at/777pl.

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Global Capital Allocation Project @gcaproject.bsky.social · 05/08/2025

How should the European Union address the challenges posed by geoeconomic competition? Co-Director @mmaggiori.bsky.social joined Roberto Sommella, Chiara Scotti and @nathalietocci.bsky.social in Rome to discuss. Thank you to the EIEF and Banca d'Italia for hosting a wonderful event.

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Global Capital Allocation Project @gcaproject.bsky.social · 28/07/2025

The @washingtonpost.com charts results from GCAP's work on tracking the impact of tariffs on U.S. firms. 📰 Article: washingtonpost.com/opinions/2025/07/25/trump-trade-deals-tariffs-asia/ 🔎 Explore the data on global firms on our Geoeconomic Monitor: globalcapitalallocation.com/geoeconomic-monitor

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Global Capital Allocation Project @gcaproject.bsky.social · 25/07/2025

Submissions for the 3rd Annual GCAP Conference on international economics and finance are due August 1. Details here: globalcapitalallocation.s3.us-east-2.amazonaws.com/Annual_conf_...

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Reposted by Global Capital Allocation Project

The Economist @economist.com · 24/07/2025

Big countries can exploit their economic size for political gain. Yet power does not grow in a straight line—even small allies can make a difference

econ.st

What economics can teach foreign-policy types

Hegemons should care about even puny countries

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Global Capital Allocation Project @gcaproject.bsky.social · 24/07/2025

In @economist.com today: “What economics can teach foreign-policy types”, based on GCAP research by @chris-d-clayton.bsky.social @mmaggiori.bsky.social and @jesseschreger.bsky.social. We develop insights from the 1940s to bridge econ and political science. www.economist.com/finance-and-...

economist.com

What economics can teach foreign-policy types

Hegemons should care about even puny countries

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Global Capital Allocation Project @gcaproject.bsky.social · 15/07/2025

👀 For a limited time, watch a presentation of "Geoeconomic Pressure" by @antonio-coppola.bsky.social at the NBER SI Intl Finance & Macro session at www.youtube.com/watch?v=na7s.... We use LLMs to classify which governments apply pressure to which foreign targets, and how.

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Global Capital Allocation Project @gcaproject.bsky.social · 10/07/2025

New podcast episode from The Outthinking Investor on "The Rise of Geoeconomics" with @mmaggiori.bsky.social, Joseph Nye & Mehill Marku explores portfolio exposure to geoeconomic shifts, supply chain realignment opportunities & USD dominance. 🎧 shorturl.at/KwEQD

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Global Capital Allocation Project @gcaproject.bsky.social · 26/06/2025

Our spring newsletter reviews GCAP's work on geoeconomics and resources you can access to learn more, celebrates team member achievements, and highlights upcoming events. Read here: shorturl.at/OC3dn For future updates: shorturl.at/t4DiY

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Global Capital Allocation Project @gcaproject.bsky.social · 29/05/2025

The program for the NBER SI 2025 International Economics and Geopolitics (July 10, organized by @mmaggiori.bsky.social and @jesseschreger.bsky.social ) is available at nber.org/conferences/si-2025-international-economics-and-geopolitics. The session will be live streamed.

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Global Capital Allocation Project @gcaproject.bsky.social · 20/05/2025

GCAP and BGS will hold a JIE-GCAP-BGS Conference on Geoeconomics at Stanford GSB on February 27-28, 2026. Call for papers: shorturl.at/r26Do Organized by @jesseschreger.bsky.social, Jeff Frieden, @rjuhasz.bsky.social‬, Carolin Pflueger, and Christoph Trebesch

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Global Capital Allocation Project @gcaproject.bsky.social · 09/05/2025

GCAP's Geoeconomic Monitor is used as an example of AI work in this area. Explore to learn how global firms are impacted by tariffs, sanctions, and export controls: www.globalcapitalallocation.com/geoeconomic-... 2/2

shorturl.at

Geoeconomic Monitor — The Global Capital Allocation Project

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Global Capital Allocation Project @gcaproject.bsky.social · 09/05/2025

In @financialtimes.com today, Gillian Tett covers JHU Geoeconomics Conference where @mmaggiori.bsky.social gave the keynote. Article: shorturl.at/wkUv7 Conference page: shorturl.at/81GUS 1/2

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Global Capital Allocation Project @gcaproject.bsky.social · 09/05/2025

@mmaggiori.bsky.social joins H.R. McMaster, @chris-meissner.bsky.social, Harold James, and Ross Levine at Hoover Institution today at 2pm PT to discuss Global and Strategic Issues: Implications for Monetary and Fiscal Policy. Webinar available at conference website. www.hoover.org/events/finis...

hoover.org

Finishing the Job and New Challenges

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Global Capital Allocation Project @gcaproject.bsky.social · 01/05/2025

Link to non-technical brief: globalcapitalallocation.s3.us-east-2.amazonaws.com/GCAP_pressur...

globalcapitalallocation.s3.us-east-2.amazonaws.com

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Global Capital Allocation Project @gcaproject.bsky.social · 01/05/2025

Explore the Geoeconomic Monitor to track firms reporting being affected by various types of geoeconomic pressure.

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Global Capital Allocation Project @gcaproject.bsky.social · 01/05/2025

Non-technical brief and interactive data on geoeconomic pressure now available on our website, links in thread. Read the brief on how we use LLMs to analyze areas of the global economy that are vulnerable to geoeconomic pressure and examine how targeted entities respond.

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Global Capital Allocation Project @gcaproject.bsky.social · 15/04/2025

American firms more likely to report increasing their prices than non-American firms. Essentially no firm said they would cut their prices in response to tariffs

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Global Capital Allocation Project @gcaproject.bsky.social · 15/04/2025

In 2025Q1, American firms were more likely than non-Americans to change their prices and adjust their supply chains

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Global Capital Allocation Project @gcaproject.bsky.social · 15/04/2025

In the first quarter of 2025 (pre-"Liberation Day"), huge spike in American firms being negatively affected by tariffs

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Global Capital Allocation Project @gcaproject.bsky.social · 15/04/2025

Methodology can separate firms being hit with current pressure or concerned about the risk of future pressure

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Global Capital Allocation Project @gcaproject.bsky.social · 15/04/2025

New paper on "Geoeconomic Pressure" leverages LLMs to measure the effect of tariffs, export controls, and sanction on firms worldwide". We find a massive increase in 2025 Q1 in tariffs (thread follows)

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Global Capital Allocation Project @gcaproject.bsky.social · 14/04/2025

Join us tomorrow (online or in person) for @mmaggiori.bsky.social lecture on "Geoeconomics and the US-China Great Power Competition" - register at events.stanford.edu/event/2025hs...

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Global Capital Allocation Project @gcaproject.bsky.social · 14/04/2025

Co-Director @jesseschreger.bsky.social speaks to Economic Times on US & China geoeconomic relations. Read the article: shorturl.at/2iD7R

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Global Capital Allocation Project @gcaproject.bsky.social · 04/04/2025

One issue with coercion is that other countries will implement economic security policies. We end up with a fragmented world and everyone worse off. Commitments to limit coercion can preserve the power of the hegemon and leave everyone better off.

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Global Capital Allocation Project @gcaproject.bsky.social · 04/04/2025

We discuss how concepts of power in the political science and economics literature can be used to guide research on geoeconomics. Economic threats as a form of coercion have seen a recent resurgence, and we show how they can be modeled and understood using basic economic tools.

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Global Capital Allocation Project @gcaproject.bsky.social · 04/04/2025

New GCAP paper “Putting Economics Back Into Geoeconomics” in @financialtimes.com article by Gillian Tett. By @chris-d-clayton.bsky.social @mmaggiori.bsky.social @jesseschreger.bsky.social Article: shorturl.at/F85P3 Paper: shorturl.at/rAfvV GCAP research: globalcapitalallocation.com/research

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Global Capital Allocation Project @gcaproject.bsky.social · 20/03/2025

GCAP Co-Director @mmaggiori.bsky.social will give the 2025 Dr. Sam-Chung Hsieh Memorial Lecture on "Geoeconomics and the US-China Great Power Competition" at Stanford GSB on April 15. This event is open to all, register for online or in-person attendance here: events.stanford.edu/event/2025hs...

events.stanford.edu

Matteo Maggiori: Geoeconomics and the US-China Great Power Competition

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Global Capital Allocation Project @gcaproject.bsky.social · 07/03/2025

Read news from GCAP collaborators, learn about how geoeconomics is shaping the world economy, and view upcoming events: shorturl.at/As7Xv Join our mailing list for future updates at globalcapitalallocation.com/newsletter

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Global Capital Allocation Project @gcaproject.bsky.social · 04/03/2025

We are delighted that GCAP collaborator Amanda Dos Santos @amanda-ds.bsky.social will join NYU Stern as an Assistant Professor of Finance next year. Congratulations! To learn more about Amanda’s work, visit her website: www.amandadossantos.net

amandadossantos.net

Amanda Dos Santos

Amanda Dos Santos Welcome! I am a Finance PhD Candidate at Columbia Business School and I am on the job market during the 2024-2025 academic year. You can find my CV here. Research Interests: Interna...

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Global Capital Allocation Project @gcaproject.bsky.social · 04/03/2025

Join us in congratulating GCAP collaborator @chris-d-clayton.bsky.social for being the recipient of the NSF CAREER grant! A great accomplishment. Award details: shorturl.at/3cz48 Watch Chris present on economic coercion: www.youtube.com/watch?v=rsvA...

youtube.com

A Theory of Economic Coercion and Fragmentation

YouTube video by Global Capital Allocation Project

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