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!

❗️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

‼️ 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

@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

❗️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

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.

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....

@mmaggiori.bsky.social gave a lunchtime plenary on Geoeconomics this week at the Econometric Society World Congress. Coverage from @chosunnews [Korean]: shorturl.at/jcK9N Coverage from Dong-a Ilbo [English]: shorturl.at/eMmwn

🇨🇳 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...

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.

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.

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

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_...

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

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-...

👀 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.

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

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

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.

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

@mmaggiori.bsky.social gave the keynote on geoeconomics today at the SNB-FRB-BIS High-Level Conference on Global Risk, Uncertainty, and Volatility Conference website: shorturl.at/s7XFi

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

@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...

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.

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)

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...

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

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

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...

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

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

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...

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.

@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

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...

@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.

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

@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

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

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 https://www.nber.org/papers/w33309

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

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...

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