🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Understanding the sources of geoeconomic power: how it is used, which sectors are strategic, and what are its limitations, from Christopher Clayton, Matteo Maggiori, and Jesse Schreger nber.org/papers/w31852

New Lecture on New Topic: Geoeconomics With Christopher Clayton Jesse Schreger Slides: static1.squarespace.com/static/5d16723… Videos: youtube.com/watch?v=c75dj2… youtube.com/watch?v=lQfwCO… Papers: …allocation.s3.us-east-2.amazonaws.com/CMS_Strategic.… …allocation.s3.us-east-2.amazonaws.com/CMS_fragmentat…

Forthcoming in the AER: "A Theory of Dynamic Inflation Targets" by Christopher Clayton and Andreas Schaab. aeaweb.org/articles?id=10…

GCAP collaborator Christopher Clayton will present "A Theory of Economic Coercion and Fragmentation" (joint with Matteo Maggiori and Jesse Schreger) at NBER Economic Fluctuations and Growth today at 2:45pm CT. Program: shorturl.at/hjrTo Watch here: youtube.com/watch?v=qJPH1B…

Forthcoming in the AER: "Internationalizing Like China" by Christopher Clayton, Amanda Dos Santos, Matteo Maggiori, and Jesse Schreger. aeaweb.org/articles?id=10…

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 @jschreger nber.org/papers/w33309

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

New GCAP paper “Putting Economics Back Into Geoeconomics” in Financial Times article by Gillian Tett this morning. By Christopher Clayton Matteo Maggiori Jesse Schreger Article: shorturl.at/F85P3 Paper: shorturl.at/rAfvV GCAP research: globalcapitalallocation.com/research

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)

Very excited about this new paper. Using LLMs to analyze at scale and in near real time how firms are reacting to tariffs, export controls, and sanctions. We’ll update this frequently. Early draft, but if you want a sneak preview i’ll talk about this at 4:30pm PT today during

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, Matteo Maggiori, and @jschreger nber.org/papers/w33681