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

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-...

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.

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

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.

Very impressive lecture by @mmaggiori.bsky.social! youtu.be/4VY7cCHiCIM?...

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 https://www.nber.org/papers/w33681

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

🎤 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.

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

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...

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.

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...

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

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.

Smaller countries learn to hedge their bets in the age of Trump | Opinion https://www.ft.com/content/2d30ba8e-40e9-4387-864f-a81f77386a2d

@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

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

“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).

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

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

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.

@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

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...

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

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

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

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

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

Soaring Abuse of “National Security” Exceptions Has Wrecked the Multilateral Trading System My latest CFR Geo-Graphics blog post . . . on.cfr.org/3ZZRTc6

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...

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

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

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

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.

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

@antonio-coppola.bsky.social is here!

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

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

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

@antonio-coppola.bsky.social is here!

Important if true asia.nikkei.com/Politics/Ukr...

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.

Don't miss the 2025 Econometric Society World Congress in Seoul, South Korea! Submissions open today! youtu.be/5-g6bgnnfdI #EconSky #EconTwitter #ESWC2025 #CallForPapers #econometrics #macroeconomics #microeconomics