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How to make sense of Donald Trump’s tariffs - Gillian Tett on.ft.com/3E3i89o

Heute bei BTO: – Das Drama um Zollpolitik von Donald Trump hat einem seit Jahrzehnten vernachlässigten Thema wieder zu hoher Aktualität verholfen: #Geoökonomie, die wirtschaftspolitische Staatskunst. Worum es geht erklärt: Jesse Schreger von Columbia Uni. think-beyondtheobvious.com/machtspiel-geo…

I really enjoyed joining Dr. Daniel Stelter to discuss Global Capital Allocation Project research on geoeconomics. Thanks for having me on for a great discussion!

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

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.

GCAP and BGS will hold a JIE-GCAP-BGS Conference on Geoeconomics at Stanford Graduate School of Business on February 27-28, 2026. Call for papers: shorturl.at/r26Do Organized by Jesse Schreger, Jeff Frieden, Reka Juhasz, Carolin Pflueger, and Christoph Trebesch

🚨 Call for Papers: JIE–GCAP–BGS Conference on Geoeconomics 📍 Stanford GSB | 📅 Feb 27–28, 2026 📝 Submit papers by Sept 15, 2025 🔗 Call for papers: shorturl.at/r26Do Global Capital Allocation Project, Stanford Graduate School of Business

Interested in international economics and geopolitics? You may want to consider submitting to this conference. I am looking forward to guest editing the corresponding JIE special issue.

Please submit! I am very excited about this conference with Matteo Maggiori Jesse Schreger Jeff Frieden Reka Juhasz Christoph Trebesch

Excited to be lecturing next week at Oxford (#OxfordEconomics) on geoeconomics; offering an overview of the field and discussing some of my own work, from measuring geopolitical fragmentation to using machine learning to track global shipping. 📅 30 May, 1.30 pm 📍 Oxford &

A beta version of my slide deck for my upcoming lecture on Geoeconomics at Oxford this Friday is now online: sas.upenn.edu/~jesusfv/Lectu… I’m looking for feedback: What else should I include? Are there any important citations I might have missed? Please note: I don’t have room for

This week, we say goodbye to our wonderful Research Fellows Bianca Piccirillo and Zhongyu Yin. We wish them the best in their upcoming PhD studies at Stanford University Stanford Economics (Economics) and Stanford Graduate School of Business (Finance). Congratulations!

We are organizing the third annual GCAP conference on international economics and finance, to take place at Columbia University in New York on October 17. Organized by Matteo Maggiori and Jesse Schreger For more information, see the call for papers: …allocation.s3.us-east-2.amazonaws.com/Annual_conf_20…

Yesterday, I explained how, in “Charting the Uncharted: Oil Sanctions and Dark Shipping” (with Yiliang Li, Le Xu, and Francesco Zanetti), we used machine learning 🤖 to uncover that the dark fleet🚢transported 9.3 million metric tons of crude oil per month between 2017 and

From the FT Weekend Essay by Gillian Tett “‘A group of economists at Stanford and Columbia have set up the so-called Global Capital Allocation Project (GCAP) Allocation Project to conduct research that “leverages recent advances in large language models to identify the areas of

You can watch the full session of the NBER SI on International Economics and Geopolitics on YouTube: 🔗 youtube.com/live/vR-hMg4Ok… Organized by Matteo Maggiori and Jesse Schreger. A fantastic day of top-tier papers and discussion. Geoeconomics is truly booming as a field. My talk runs

👀 For a limited time, watch a presentation of "Geoeconomic Pressure" by Antonio Coppola at the NBER SI Intl Finance & Macro session at youtube.com/watch?v=na7sKH…. We use LLMs to classify which governments apply pressure to which foreign targets, and how.