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Reposted by Matteo Maggiori

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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Henry Farrell @himself.bsky.social · 02/05/2025

And this by @mmaggiori.bsky.social is just wildly impressive - use LLMs to parse earnings calls and figure out what kinds of economic coercion businesses are worried about - www.globalcapitalallocation.com/geoeconomic-...

globalcapitalallocation.com

Geoeconomic Monitor — The Global Capital Allocation Project

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Henry Farrell @himself.bsky.social · 02/05/2025

Interesting @mmaggiori.bsky.social slide on citations across discipline over time - how economists forget Hirschman on power and trade, and IPE people pick it up instead.

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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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NBER @nber.org · 17/04/2025

How concepts of power in political science and economics can guide geoeconomics research and show coercive economic threats can be understood with basic economic tools, from Christopher Clayton, @mmaggiori.bsky.social, and Jesse Schreger www.nber.org/papers/w33681

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Antonio Coppola @antonio-coppola.bsky.social · 16/04/2025

We are updating these measures at high frequency to track in real time how economic statecraft reshapes global markets. @chris-d-clayton.bsky.social ton.bsky.social @mmaggiori.bsky.social y.social @jesseschreger.bsky.social

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Reposted by Matteo Maggiori

Alessandro Rebucci @arebucci.bsky.social · 16/04/2025

🎤 At 2 PM, Matteo Maggiori (Stanford) will deliver the keynote address: “Geoeconomics.” 💬 From 4–6 PM, Gillian Tett (FT) will moderate a high-level panel discussion. 🥂 A reception will follow from 6–7 PM. This promises to be a timely and thought-provoking event—don’t miss it.

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Alessandro Rebucci @arebucci.bsky.social · 16/04/2025

Join us at the 2025 Johns Hopkins Geoeconomics Conference Keynote Presentation and Panel Discussion 🗓️ Friday, May 2 | 2:00–7:00 PM 📍 Hopkins Bloomberg Center, Washington, DC 🔗 Register here: lnkd.in/eEzhX_PQ. The conference Website is here: lnkd.in/eGbz-s_j #Geoeconomics #JohnsHopkins

lnkd.in

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

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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 · 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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Reposted by Matteo Maggiori

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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Matteo Maggiori @mmaggiori.bsky.social · 04/03/2025

Huge congratulations to Chris! I am very lucky to have him as a co-author

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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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Reposted by Matteo Maggiori

Global Capital Allocation Project @gcaproject.bsky.social · 21/02/2025

Co-Director @mmaggiori.bsky.social joins Stanford GSB's If/Then podcast to discuss geoeconomics and global financial power. Available where you listen to podcasts or bit.ly/4i2HCSy.

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Global Capital Allocation Project @gcaproject.bsky.social · 19/02/2025

@financialtimes.com article by Gillian Tett on how smaller countries diversify to hedge against large geoeconomic powers cites GCAP’s work on economic coercion. Read our brief on economic coercion, by Christopher Clayton, @mmaggiori.bsky.social, and @jesseschreger.bsky.social: shorturl.at/kvXac

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Matteo Maggiori @mmaggiori.bsky.social · 19/02/2025

You rarely see many economists agreeing so much, and with such degree of confidence. The question: The US economy would benefit substantially by borrowing money to form a strategic crypto asset reserve fund? The answers: www.kentclarkcenter.org/surveys/cryp... One of the worst policy ideas ever

kentclarkcenter.org

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Matteo Maggiori @mmaggiori.bsky.social · 15/02/2025

“Indeed, this is probably the only sensible thing for most countries to do, according to the Global Capital Allocation Project (a research site on hegemonic economic power that is replete with handy charts showing which countries are most vulnerable to American and Chinese hegemonic power).

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SIEPR @siepr.bsky.social · 28/01/2025

We also feature scholarship by Mahoney, @mmaggiori.bsky.social, @nickbloom.bsky.social, and Mark Duggan in our annual Economic Policy Lookahead. See their take on what to watch on the global, national and California stages in 2025: siepr.stanford.edu/news/economi...

siepr.stanford.edu

Economic lookahead: What to expect on the global, US and California stages

Buckle up. With President Trump planning big changes for U.S. economic policy, SIEPR scholars go beyond the headlines to identify key issues everyone should be thinking about.

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Matteo Maggiori @mmaggiori.bsky.social · 27/01/2025

@jesseschreger.bsky.social and I are organizing the International Economics and Geopolitics meeting at NBER Summer Institute See call for submission below submit at: www.nber.org/confsubmit/b... by 11:59 pm (EST) on March 20, 2025.

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Reposted by Matteo Maggiori

NBER @nber.org · 18/01/2025

Exploring the role of political economy forces in bolstering or constraining a country's geoeconomic power, from Christopher Clayton, Matteo Maggiori, and Jesse Schreger www.nber.org/papers/w33353

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Ben Golub @bengolub.bsky.social · 17/01/2025

PLEASE RT :) Submit to the annual Network Science and Economics Conference, the largest US event for network theory and empirical research in and adjacent to economics Deadline Jan 30 (soon!) Conference Apr 11-13 at Stanford

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Michael Pettis @michaelpettis.bsky.social · 16/01/2025

1/5 This is not an easy book to find, but it's a gem. Ragnan Nurkse's League of Nations study on distortions in the global balance of payments was apparently a fundamental text for those gathered at Bretton Woods.

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Reposted by Matteo Maggiori

Global Capital Allocation Project @gcaproject.bsky.social · 10/01/2025

@financialtimes.com article today examines how U.S. leverage goes beyond tariffs to its financial power, using our results that the U.S.-led coalition controls 80-90% of global financial services. Full article: shorturl.at/lsmuG Non-technical brief on our findings: shorturl.at/TckUS

shorturl.at

Dollar dominance means tariffs are not the only game in town

America’s grip on global financial services could provide Trump with another source of leverage

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Matteo Maggiori @mmaggiori.bsky.social · 10/01/2025

GCAP says:Since the US-led coalition controls a dominant share of global financial services, often exceeding 80 or 90 per cent in many countries, this near-total control of the global financial system enables the US coalition to frequently use finance as a tool of coercion www.ft.com/content/762c...

ft.com

Dollar dominance means tariffs are not the only game in town

America’s grip on global financial services could provide Trump with another source of leverage

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Reposted by Matteo Maggiori

Global Capital Allocation Project @gcaproject.bsky.social · 07/01/2025

We also released a short AEA P&P paper “The Political Economy of Geoeconomic Power” on the domestic political economy factors that affect a country’s ability to project power abroad. Read here: bit.ly/4h5Egh2 More details in our newsletter today: shorturl.at/sECi5

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Global Capital Allocation Project @gcaproject.bsky.social · 07/01/2025

Read a non-technical brief summarizing the empirical results of the paper. For example, China’s power is derived primarily from goods trade, while U.S. power additionally comes from control over the financial system. Non-technical brief: shorturl.at/V54ac

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Global Capital Allocation Project @gcaproject.bsky.social · 07/01/2025

New @nberpubs.bsky.social working paper “A Theory of Economic Coercion and Fragmentation” on economic security. By Christopher Clayton, @mmaggiori.bsky.social and @jesseschreger.bsky.social Read here: shorturl.at/mAKVL Video presentation: shorturl.at/evt5b

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Matteo Maggiori @mmaggiori.bsky.social · 07/01/2025

This should be of strong interest for job market candidates focusing on geoeconomics

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Reposted by Matteo Maggiori

NBER @nber.org · 01/01/2025

A model of economic security policies and the resulting risk of fragmentation. Estimates of geoeconomic power of the US and China and application to the global payment system, from Christopher Clayton, Matteo Maggiori, and Jesse Schreger www.nber.org/papers/w33309

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Global Capital Allocation Project @gcaproject.bsky.social · 18/12/2024

Our end-of-year newsletter is out! GCAP's latest research on economic coercion and currency competition, event recaps from our Big-Data Initiative and Annual Conference, new resources, and more. Read the newsletter: shorturl.at/EZM17 Subscribe: shorturl.at/qU0Ia

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Global Capital Allocation Project @gcaproject.bsky.social · 26/11/2024

GCAP Co-Director @mmaggiori.bsky.social will give the keynote at the Johns Hopkins University Geoeconomics Conference on May 2-3, 2025. More details here: www.ssrn.com/index.cfm/en...

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Global Capital Allocation Project @gcaproject.bsky.social · 22/11/2024

Teaching and learning resources on international macroeconomics and finance: globalcapitalallocation.com/teaching Events: globalcapitalallocation.com/events

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Global Capital Allocation Project @gcaproject.bsky.social · 22/11/2024

Browse our research: globalcapitalallocation.com/research Data and code on global capital allocation available for researchers: globalcapitalallocation.com/data

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Global Capital Allocation Project @gcaproject.bsky.social · 22/11/2024

Research lab on international macroeconomics and finance. We use big data to improve our understanding of the global economy and design better policies. Led by @mmaggiori.bsky.social, Brent Neiman, @jesseschreger.bsky.social. We share research findings on this account. globalcapitalallocation.com

globalcapitalallocation.com

The Global Capital Allocation Project

Our aim is to shed light on how capital moves around the world to improve international economic policy.

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Matteo Maggiori @mmaggiori.bsky.social · 16/11/2024

Amanda Dos Santos (amandadossantos.net) at Columbia Business School is on the job market this year with a great JMP "The Development of Domestic Bond Markets". Jesse Schreger is the main advisor, and i also wrote a letter.

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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Matteo Maggiori @mmaggiori.bsky.social · 19/11/2024

The great @jesseschreger.bsky.social is also here!

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Matteo Maggiori @mmaggiori.bsky.social · 19/11/2024

The GCAP Lab is now on Bsky. @gcaproject.bsky.social Follow it for research on capital flows, geoeconomics, the dollar, sanctions, offshore and tax havens finance. We use this account to disseminate policy relevant updates, research papers, public datasets, events, and teaching materials

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Matteo Maggiori @mmaggiori.bsky.social · 19/11/2024

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Matteo Maggiori @mmaggiori.bsky.social · 16/11/2024

amandadossantos.net

Amanda Dos Santos

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