Global Capital Allocation Project

Tomorrow, @jesseschreger.bsky.social speaks on Mkt and Political Power in Econ, AI, and New Digital Rules. He joins @ranaforoohar.bsky.social, Clement Bohr, Andrea Prat, Anya Schifrin, & @wallachlori.bsky.social.

🥳 Congratulations on 25 years to @ipdcolumbia.bsky.social!

❗️The deadline to apply for the JIE-GCAP-BGS Conference on Geoeconomics at
@StanfordGSB is coming up on September 15!

More details in the call for papers: shorturl.at/r26Do

Organized by @jesseschreger.bsky.social, Jeff Frieden, @rjuhasz.bsky.social, Carolin Pflueger, and Christoph Trebesch

‼️ We’re hiring predoctoral research fellows (Summer 2026) at Stanford GSB! 
Come work with @mmaggiori.bsky.social, @antonio-coppola.bsky.social, @jesseschreger.bsky.social and the GCAP Lab on big-data + international macro/finance.

Apps rolling, deadline Oct 17.

Details 👉 shorturl.at/ynIsw

@mmaggiori.bsky.social, @antonio-coppola.bsky.social, and @chris-d-clayton.bsky.social engaged with Korean policymakers, business leaders, and scholars on geoeconomics at the GCAP Seoul Seminar, hosted by Zeitgeist Capital & Korea-US Alliance Foundation.

🎥 Event highlight reel: shorturl.at/UsD3O

❗️The deadline to apply for the JIE-GCAP-BGS Conference on Geoeconomics at
@StanfordGSB is coming up on September 15!

More details in the call for papers: shorturl.at/r26Do

Organized by @jesseschreger.bsky.social, Jeff Frieden, @rjuhasz.bsky.social, Carolin Pflueger, and Christoph Trebesch

YouTube video by Stanford Graduate School of Business Deep Learning in Economics I

Faculty guest speaker @MelissaLDell shared her expertise with students in a session on "Deep Learning in Economics", a topic that is increasingly important for social science researchers.

Part 1: www.youtube.com/watch?v=6JCi...
Part 2: www.youtube.com/watch?v=Yuv3...

🙏 The Big-Data Initiative in International Macro-Finance is possible thanks to support from the Alfred P. Sloan Foundation and the Stanford Graduate School of Business.

Thanks also to GCAP faculty @antonio-coppola.bsky.social and affiliate @chris-d-clayton.bsky.social who taught in the sessions Aggregate Public Macro Data, Global Capital Allocation, and Geoeconomics and AI Applications in International Economics.

YouTube video by Stanford Graduate School of Business Public Micro Data

@mmaggiori.bsky.social debuted a session "Public Micro Data" based on work joint with @bcavani.bsky.social and @jesseschreger.bsky.social. Bruno led this effort and is working on a public code repository that we will share soon.

Video: www.youtube.com/watch?v=TYCT...

Faculty guest speaker and trade expert Stephen Redding taught a session on “Global Trade”. We were very grateful to have him teach the students about this timely issue.

Video: www.youtube.com/watch?v=fwcr...

We welcomed 37 PhD students from 22 universities to the 2025 Big-Data Initiative in International Macro-Finance this month. This event is designed to lower barriers to entry to large-scale, data-driven research. Materials available on event website: www.globalcapitalallocation.com/bdi-cover-page.

Photos from the Econometric Society World Congress plenary on Geoeconomics by @mmaggiori.bsky.social - slides available here: globalcapitalallocation.s3.us-east-2.amazonaws.com/geoecon_plen....

‘지경학’ 전문가 마조리 교수 “트럼프, 무역협상을 명확한 정치·외교적 목표와 연동” 지경학 전문가 마조리 교수 트럼프, 무역협상을 명확한 정치·외교적 목표와 연동 세계 경제학자 대회 참석자 인터뷰

@mmaggiori.bsky.social gave a lunchtime plenary on Geoeconomics this week at the Econometric Society World Congress.

Coverage from
@chosunnews
[Korean]: shorturl.at/jcK9N
Coverage from Dong-a Ilbo [English]: shorturl.at/eMmwn

How scared should you be of “the China squeeze”? Xi Jinping masters the dark arts of the trade war

🇨🇳 How scared should you be of “the China squeeze”? @economist.com spoke to @mmaggiori.bsky.social to understand the nonlinearity of geoeconomic power. Article here: www.economist.com/china/2025/0...

The Importance of Finance for Geoeconomic Power: Tomorrow, August 12, at 9:45am ET, @mmaggiori.bsky.social gives a keynote fireside at Helsinki Geoeconomics Week 2025 moderated by Brad Setser of the Council on Foreign Relations. Join to watch live: shorturl.at/777pl.

How should the European Union address the challenges posed by geoeconomic competition? Co-Director @mmaggiori.bsky.social joined Roberto Sommella, Chiara Scotti and @nathalietocci.bsky.social in Rome to discuss. Thank you to the EIEF and Banca d'Italia for hosting a wonderful event.

The @washingtonpost.com charts results from GCAP's work on tracking the impact of tariffs on U.S. firms.

📰 Article: washingtonpost.com/opinions/2025/07/25/trump-trade-deals-tariffs-asia/

🔎 Explore the data on global firms on our Geoeconomic Monitor: globalcapitalallocation.com/geoeconomic-monitor

Submissions for the 3rd Annual GCAP Conference on international economics and finance are due August 1.

Details here: globalcapitalallocation.s3.us-east-2.amazonaws.com/Annual_conf_...

What economics can teach foreign-policy types Hegemons should care about even puny countries

Big countries can exploit their economic size for political gain. Yet power does not grow in a straight line—even small allies can make a difference

What economics can teach foreign-policy types Hegemons should care about even puny countries

In @economist.com today: “What economics can teach foreign-policy types”, based on GCAP research by @chris-d-clayton.bsky.social @mmaggiori.bsky.social and @jesseschreger.bsky.social. We develop insights from the 1940s to bridge econ and political science.

www.economist.com/finance-and-...

👀 For a limited time, watch a presentation of "Geoeconomic Pressure" by @antonio-coppola.bsky.social at the NBER SI Intl Finance & Macro session at www.youtube.com/watch?v=na7s.... We use LLMs to classify which governments apply pressure to which foreign targets, and how.

Joseph Nye, Harvard professor, developer of “soft power” theory, and an architect of modern international relations, dies at 88 Nye’s ideas transformed how we understand power, his leadership helped guide his country through difficult moments, and his vision helped transform the Kennedy School.

Of note: Joseph Nye passed away earlier this year. GCAP's work has benefitted greatly from his intellectual leadership in the field. An obituary that describes his legacy: shorturl.at/oca5Z.

New podcast episode from The Outthinking Investor on "The Rise of Geoeconomics" with @mmaggiori.bsky.social, Joseph Nye & Mehill Marku explores portfolio exposure to geoeconomic shifts, supply chain realignment opportunities & USD dominance. 🎧 shorturl.at/KwEQD

Our spring newsletter reviews GCAP's work on geoeconomics and resources you can access to learn more, celebrates team member achievements, and highlights upcoming events.

Read here: shorturl.at/OC3dn
For future updates: shorturl.at/t4DiY

The program for the NBER SI 2025 International Economics and Geopolitics (July 10, organized by @mmaggiori.bsky.social and @jesseschreger.bsky.social ) is available at nber.org/conferences/si-2025-international-economics-and-geopolitics. The session will be live streamed.

GCAP and BGS will hold a JIE-GCAP-BGS Conference on Geoeconomics at Stanford GSB on February 27-28, 2026. Call for papers: shorturl.at/r26Do

Organized by @jesseschreger.bsky.social, Jeff Frieden, @rjuhasz.bsky.social‬, Carolin Pflueger, and Christoph Trebesch

@mmaggiori.bsky.social gave the keynote on geoeconomics today at the SNB-FRB-BIS High-Level Conference on Global Risk, Uncertainty, and Volatility

Conference website: shorturl.at/s7XFi

Geoeconomic Monitor — The Global Capital Allocation Project

GCAP's Geoeconomic Monitor is used as an example of AI work in this area. Explore to learn how global firms are impacted by tariffs, sanctions, and export controls: www.globalcapitalallocation.com/geoeconomic-...

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In @financialtimes.com today, Gillian Tett covers JHU Geoeconomics Conference where @mmaggiori.bsky.social gave the keynote.

Article: shorturl.at/wkUv7
Conference page: shorturl.at/81GUS

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Finishing the Job and New Challenges

@mmaggiori.bsky.social joins H.R. McMaster, @chris-meissner.bsky.social, Harold James, and Ross Levine at Hoover Institution today at 2pm PT to discuss Global and Strategic Issues: Implications for Monetary and Fiscal Policy. Webinar available at conference website.

www.hoover.org/events/finis...