Very excited about this special issue of the Journal of International Economics on Geoeconomics. Submission deadline September 15, Conference at Stanford February 2026. Hoping to include papers across a number of fields!

Economist here working on geoeconomics. I can assure you we didn't forget the field of IPE. We actually highlight the disappearance of these ideas in Economics and make clear they were always in Political Science. This is the comparative citations to Hirschman's National Power by field.

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-...

New at JIE: "Got milk? The effect of export price shocks on exchange rates", by Hillary Stein doi.org/10.1016/j.ji...

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)

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

Looks like the world is losing faith in the dollar as the global safe asset in real-time. USD as global safe haven means when markets panic, dollar appreciates. Not today, with dollar down stock market plunging. This graph is all daily stock market changes and currency moves. Today's a big outlier.

@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

@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.

@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

🚨 A paper for those interested in the intersection of trade and political economy So happy 🥳

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

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