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On Geopolitics

A digital illustration of a Chinese flag.
On GeopoliticsMay 22, 2025
Gauging the Success of China's Consumer Subsidies Program, One Year Later

The apparent ineffectiveness of consumer subsidies in raising retail sales, paired with the government's continued resistance to stimulus, suggests that China's post-COVID consumer activity will remain depressed for the foreseeable future.

Visitors walk down the inclined shaft at Steenkampskraal rare-earth mine on July 29, 2019, about 80 kilometers (about 50 miles) from Vanrhynsdorp, a town in Western Cape province, South Africa.
On GeopoliticsMay 20, 2025
Corporate America Comes to Grips With Supply Chain Risks to Critical Raw Materials

U.S.-China trade tensions are increasing the risk of supply chain disruptions for critical raw materials, but companies can take steps to mitigate this danger.

On GeopoliticsMay 15, 2025
Trump's Tariffs Will Hit Developing Economies Hard

For export-reliant developing countries that were already facing financial distress, the global uncertainty created by Trump's sweeping tariffs will sharply increase economic risks, as well as introduce political instability risks.

A U.S. Marine Corps F-35B aircraft over the North Sea having taken off from RAF Fairford on July 1, 2016 in Gloucestershire, England.
On GeopoliticsMay 9, 2025
Washington Bumps up Against the Limits of Airpower in the Middle East
The allure of implementing a sphere of influence model is more likely to disappoint those who may argue that it would create more stability and security.
On GeopoliticsMay 7, 2025
The Temptations of a Sphere-of-Influence Model of International Relations
A Gabonese brigade participates in a training exercise as part of a military program linked to the Franco-Gabonese partnership at the French military base Camp de Gaulle in Libreville on March 19, 2025.
On GeopoliticsMay 1, 2025
France, Africa and the Future, Part 2: The Age of Multi-Alignment

France's reduced influence in Africa will create space for local and foreign actors to take on greater leadership roles, but their inability to fill the security vacuum left by France's withdrawal would threaten to destabilize the region.

A picture released on July 12, 1963, of then-French President Gen. Charles de Gaulle (2L) and Jacques Foccart (L) greeting African, Malagasy and French overseas territories veterans arriving in Paris for French Bastille Day celebrations.
On GeopoliticsApr 30, 2025
France, Africa and the Future, Part 1: A New Balance of Power
A Lebanese flag painted on a damaged building in the village of Meiss El-Jabal in southern Lebanon is seen from a position on the Israeli side of the border on Jan. 23, 2025, in northern Israel.
On GeopoliticsApr 21, 2025
Hezbollah's Future in Lebanon

Hezbollah's military losses and the formation of Lebanon's new government have opened the door to a new chapter in Lebanese history, although external pressure will complicate the country's next steps.

A crowd of men in 1930 wearing jackets and hats.
On GeopoliticsApr 18, 2025
Lessons From the 1930s on Avoiding a Second Great Depression

U.S. tariffs are throwing economies across the globe into disarray, just as they did in 1930, but lessons from the past could keep the world from tipping into a second Great Depression.

NATO military forces during static display after the Steadfast Dart 2025 military exercises at the Smardan Training Area in Smardan, Romania, on Feb. 19, 2025.
On GeopoliticsApr 11, 2025
The Future of Transatlantic Security Cooperation, Part 2: The View From Europe

Europe is increasingly focused on achieving greater strategic autonomy in defense, but internal divisions and material constraints will plague this quest, even as the United States' role on the Continent continues to shrink, meaning NATO will likely remain the cornerstone of Europe’s security architecture.

Traders work on the floor of the New York Stock Exchange (NYSE) moments after the Closing Bell and the start of U.S. President Donald Trump's news conference on tariffs on April 2, 2025.
On GeopoliticsApr 7, 2025
The Perils and Pitfalls of Trump's Trade Strategy

Rather than sparking a manufacturing renaissance, Trump's tariff policy threatens to undermine U.S. economic competitiveness for years to come.

Members of the Spanish and Bulgarian armed forces during the NATO exercise Steadfast Dart on Feb. 13, 2025, in Tsrancha, Bulgaria.
On GeopoliticsApr 2, 2025
The Future of Transatlantic Security Cooperation, Part 1: The View From Washington
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