Recent cutting-edge research looks at how optimal trade tariffs are shaped by great power rivalry, shifting alliances, and intertemporal market responses as they re-define the calculus of trade policy in today’s fragmented global landscape.

In 2010 China imposed rare earth export restrictions, a policy that recent research shows that has backfired as it sparked a global surge in innovation and productivity among critical-mineral-intensive industries outside China.

A list of the latest research on how rising geopolitical tensions and policy shifts are driving economic decoupling and fragmentation, revealing nuanced impacts on trade, finance, and global growth.

Recent research compares the dollar’s enduring dominance against the euro in central bank reserves, while also quantifying vulnerabilities in global dollar funding markets through novel stress indicators that capture cross-border banking risks.

The latest commentary on whether these tariffs will improve the U.S. trade deficit and boost manufacturing, how Europe should react, and what the estimated impact might be on Germany, Canada, Mexico and China.

New research shows how geopolitics affect trade volumes but not prices and highlights how the WTO needs to adapt its core principles of reciprocity and non-discrimination to accommodate the new realities of great-power rivalry.

Has economic uncertainty increase in the U.S.? What is the impact of trade policy uncertainty on the regional economies in the U.S.?

Two recent studies illuminate the profound economic consequences of trade tensions and tariff policies both in terms of GDP growth, welfare, and financial markets’ performance.

Two recent papers build, with new datasets, on previous research that suggests that rising geopolitical tensions may contribute to trade fragmentation along geopolitical lines and could potentially reshape the global currency landscape.

The European Union is transitioning to a new approach to international economic engagement, driven by concerns over economic security and geopolitical shifts. How can the EU balance open trade with strategic autonomy?