Global Markets
The twenty-first century has seen accelerated economic growth in countries around the world, ushering in an era of economic multipolarity. CSIS experts provide in-depth analysis on the domestic markets of foreign nations such as India and China and their global implications.

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Tech Edge: A Living Playbook for America’s Technology Long Game
Winning the tech race is not about any single breakthrough. Leadership requires competing across the full menu of technologies, developing the dexterity to build at speed and scale, and defending our domestic markets from nonmarket competition.
Report by Navin Girishankar, Mark P. Dallas, Sree Ramaswamy, Scott Kennedy, Philip Luck, Joseph Majkut, Ilaria Mazzocco, Erin L. Murphy, Matt Pearl, Richard M. Rossow, Sujai Shivakumar, Chris Borges, Ray Cai,and Ryan Featherston— January 20, 2026

Hedged Bets on the U.S.-China AI Race
Blog Post by Richard Grayand Michael H. Gary— January 20, 2026

Ghost Busters: Options for Breaking Russia’s Shadow Fleet
Commentary by Benjamin Jensenand Jose M. Macias III— December 15, 2025

What Does the Development Finance Corporation Reauthorization Mean for Energy?
Critical Questions by Ray Cai— December 12, 2025
Latest Podcasts
See all podcasts on Global Markets
American Leadership in the World Featuring Governor David Beasley
Podcast Episode by Navin Girishankar— December 17, 2025

Brief: What to Expect from Tariffs
Podcast Episode by H. Andrew Schwartzand Philip Luck— March 31, 2025

Winter is Coming: How Energy and Economics Will Impact Negotiations in Ukraine
Podcast Episode by Benjamin Jensen— December 19, 2024

Grand Strategy in the Next Administration Starts with Connecting Markets
Podcast Episode by Benjamin Jensenand Jacob Clayton— November 25, 2024
Past Events

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Examining Major Elements Driving Investment Uncertainty in the 2026 USMCA Review

American Leadership in the World Featuring Governor David Beasley - Betting on America

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Three Years of the Uyghur Forced Labor Prevention Act: Assessing the Impact

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Building a Golden Age for the U.S.-Japan Economic Partnership: Ensuring Security, Stability, and Prosperity in the Indo-Pacific

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The Security of Everything featuring Henry McVey, Partner and CIO of KKR’s Balance Sheet - Betting on America

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Can Small Firms and Workers Claim the AI Era? Featuring Chief Economist of LinkedIn Karin Kimbrough - Betting on America

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When Business and Politics Collide: Lessons from Nippon Steel

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Rebalancing and Reform featuring Indermit Gill - Betting on America
AllGlobal Markets Content
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Examining Major Elements Driving Investment Uncertainty in the 2026 USMCA Review
Join us for a hybrid event examining how double taxation and Mexico’s judicial overhaul are undermining investment certainty in North America— causing friction in the trading bloc just as the 2026 USMCA revision process approaches.
Event— January 21, 2026
Tech Edge: A Living Playbook for America’s Technology Long Game
Winning the tech race is not about any single breakthrough. Leadership requires competing across the full menu of technologies, developing the dexterity to build at speed and scale, and defending our domestic markets from nonmarket competition.
Report by Navin Girishankar, Mark P. Dallas, Sree Ramaswamy, Scott Kennedy, Philip Luck, Joseph Majkut, Ilaria Mazzocco, Erin L. Murphy, Matt Pearl, Richard M. Rossow, Sujai Shivakumar, Chris Borges, Ray Cai,and Ryan Featherston— January 20, 2026
Hedged Bets on the U.S.-China AI Race
Whether open versus closed source or state versus private capital, the United States and China play distinct roles in building and setting the standards for global innovation. The question is not who wins the race, but whether either can finish without the other's capabilities.
Blog Post by Richard Grayand Michael H. Gary— January 20, 2026
American Leadership in the World Featuring Governor David Beasley - Betting on America
David Beasley joinsBetting on America to discuss U.S. global leadership, drawing on his experience leading the World Food Programme, negotiating in conflict zones, and sharing insights on private-sector engagement, inequality, and competing with China.
Event— December 17, 2025
American Leadership in the World Featuring Governor David Beasley
David Beasley, former South Carolina governor and former executive director of the World Food Programme, joins Navin Girishankar on Betting on America to share lessons on U.S. global leadership for a new era of economic security.
Podcast Episode by Navin Girishankar— December 17, 2025

Ghost Busters: Options for Breaking Russia’s Shadow Fleet
Countering Russia’s ghost fleet requires more than sanctions. A coordinated strategy using open-source intelligence, maritime law, and multilateral diplomacy can impose real costs on illicit trade networks fueling Moscow’s war—without escalating military conflict.
Commentary by Benjamin Jensenand Jose M. Macias III— December 15, 2025
What Does the Development Finance Corporation Reauthorization Mean for Energy?
Congress is set to reauthorize the DFC through 2031, with potentially significant implications for U.S. energy strategy.
Critical Questions by Ray Cai— December 12, 2025
Breaking the Debt Trap: Why Spending Smarter Beats Spending More
In this commentary, Philip Luck and Michael H. Gary argue efficient public spending is the key to unlocking growth in challenging fiscal environments characterized by rising debt and slowing growth.
Commentary by Philip Luckand Michael H. Gary— December 12, 2025
Three Years of the Uyghur Forced Labor Prevention Act: Assessing the Impact
Join us on Uyghur Genocide Recognition Day for a discussion on the impact of the UFLPA after three years, the future of UFLPA implementation, and the effects of UFLPA on global forced labor legislation.
Event— December 9, 2025
Building a Golden Age for the U.S.-Japan Economic Partnership: Ensuring Security, Stability, and Prosperity in the Indo-Pacific
The CSIS Japan Chair and the Japan External Trade Organization (JETRO) examine rapidly evolving economic trends in the Indo-Pacific region and opportunities to deepen U.S.-Japan cooperation.
Event— December 9, 2025

















