Matteo Maggiori

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

1/2

Geoeconomic Monitor — The Global Capital Allocation Project

And this by @mmaggiori.bsky.social is just wildly impressive - use LLMs to parse earnings calls and figure out what kinds of economic coercion businesses are worried about - www.globalcapitalallocation.com/geoeconomic-...

Interesting @mmaggiori.bsky.social slide on citations across discipline over time - how economists forget Hirschman on power and trade, and IPE people pick it up instead.

Very much so @antonio-coppola.bsky.social @jesseschreger.bsky.social chris clayton as my co-authors on that paper. And all our team at @gcaproject.bsky.social who is working super hard to provide this in real time

Explore the Geoeconomic Monitor to track firms reporting being affected by various types of geoeconomic pressure.

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.

YouTube video by Stanford University Libraries Matteo Maggiori: Geoeconomics and the US-China Great Power Competition

Very impressive lecture by @mmaggiori.bsky.social! youtu.be/4VY7cCHiCIM?...

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, @mmaggiori.bsky.social, and Jesse Schreger https://www.nber.org/papers/w33681

We are updating these measures at high frequency to track in real time how economic statecraft reshapes global markets.

@chris-d-clayton.bsky.social ton.bsky.social @mmaggiori.bsky.social y.social @jesseschreger.bsky.social

🎤 At 2 PM, Matteo Maggiori (Stanford) will deliver the keynote address: “Geoeconomics.”

💬 From 4–6 PM, Gillian Tett (FT) will moderate a high-level panel discussion.

🥂 A reception will follow from 6–7 PM.

This promises to be a timely and thought-provoking event—don’t miss it.

Join us at the 2025 Johns Hopkins Geoeconomics Conference Keynote Presentation and Panel Discussion

🗓️ Friday, May 2 | 2:00–7:00 PM

📍 Hopkins Bloomberg Center, Washington, DC

🔗 Register here: lnkd.in/eEzhX_PQ.

The conference Website is here: lnkd.in/eGbz-s_j

#Geoeconomics #JohnsHopkins

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)

Join us tomorrow (online or in person) for @mmaggiori.bsky.social lecture on "Geoeconomics and the US-China Great Power Competition" - register at events.stanford.edu/event/2025hs...

One issue with coercion is that other countries will implement economic security policies. We end up with a fragmented world and everyone worse off. Commitments to limit coercion can preserve the power of the hegemon and leave everyone better off.

New GCAP paper “Putting Economics Back Into Geoeconomics” in @financialtimes.com article by Gillian Tett.

By @chris-d-clayton.bsky.social @mmaggiori.bsky.social @jesseschreger.bsky.social

Article: shorturl.at/F85P3
Paper: shorturl.at/rAfvV
GCAP research: globalcapitalallocation.com/research

Matteo Maggiori: Geoeconomics and the US-China Great Power Competition

GCAP Co-Director @mmaggiori.bsky.social will give the 2025 Dr. Sam-Chung Hsieh Memorial Lecture on "Geoeconomics and the US-China Great Power Competition" at Stanford GSB on April 15. This event is open to all, register for online or in-person attendance here: events.stanford.edu/event/2025hs...

Indeed congratulations!

Huge congratulations to Chris! I am very lucky to have him as a co-author

YouTube video by Global Capital Allocation Project A Theory of Economic Coercion and Fragmentation

Join us in congratulating GCAP collaborator
@chris-d-clayton.bsky.social for being the recipient of the NSF CAREER grant! A great accomplishment.

Award details: shorturl.at/3cz48
Watch Chris present on economic coercion: www.youtube.com/watch?v=rsvA...

Co-Director @mmaggiori.bsky.social joins Stanford GSB's If/Then podcast to discuss geoeconomics and global financial power. Available where you listen to podcasts or bit.ly/4i2HCSy.

Smaller countries learn to hedge their bets in the age of Trump | Opinion This is a world in which no one can ‘price’ peace any more

Smaller countries learn to hedge their bets in the age of Trump | Opinion

https://www.ft.com/content/2d30ba8e-40e9-4387-864f-a81f77386a2d

@financialtimes.com article by Gillian Tett on how smaller countries diversify to hedge against large geoeconomic powers cites GCAP’s work on economic coercion.

Read our brief on economic coercion, by Christopher Clayton, @mmaggiori.bsky.social, and @jesseschreger.bsky.social:

shorturl.at/kvXac

You rarely see many economists agreeing so much, and with such degree of confidence.

The question: The US economy would benefit substantially by borrowing money to form a strategic crypto asset reserve fund?

The answers: www.kentclarkcenter.org/surveys/cryp...

One of the worst policy ideas ever

Smaller countries learn to hedge their bets in the age of Trump This is a world in which no one can ‘price’ peace any more

www.ft.com/content/2d30...

Diversifying inputs, this notes, is crucial if countries are to increase “economic security” in a capricious world”. @financialtimes.com @gilliantett.bsky.social

“Indeed, this is probably the only sensible thing for most countries to do, according to the Global Capital Allocation Project (a research site on hegemonic economic power that is replete with handy charts showing which countries are most vulnerable to American and Chinese hegemonic power).

Economic lookahead: What to expect on the global, US and California stages Buckle up. With President Trump planning big changes for U.S. economic policy, SIEPR scholars go beyond the headlines to identify key issues everyone should be thinking about.

We also feature scholarship by Mahoney, @mmaggiori.bsky.social, @nickbloom.bsky.social, and Mark Duggan in our annual Economic Policy Lookahead. See their take on what to watch on the global, national and California stages in 2025:
siepr.stanford.edu/news/economi...

@jesseschreger.bsky.social and I are organizing the

International Economics and Geopolitics meeting at NBER Summer Institute

See call for submission below

submit at:
www.nber.org/confsubmit/b... by 11:59 pm (EST) on March 20, 2025.

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

PLEASE RT :)

Submit to the annual Network Science and Economics Conference, the largest US event for network theory and empirical research in and adjacent to economics

Deadline Jan 30 (soon!)

Conference Apr 11-13 at Stanford