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Weaponized Economy

Rachel Ziemba

This newsletter tracks how governments are reshaping markets and economic flows, by using sovereign balance sheets to develop new markets and choke off others. We study all the economic statecraft tools and shifting trade, investment, finance and politics

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues117Founded8 years agoLast Issue47 hours ago
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Latest Issues

State of the Strait: 6 Months In

Greetings from New York. Today marks six months of more escalated conflict with Iran and disruption in the Strait of Hormuz. Within that period, we have experienced several phases, and considerable trade disruption -and notable loss of life...

47 hours ago
3

Some Thoughts and Questions on the Failure to Reach a US-Canada Interim Deal

So despite a lot of signaling last week - there is no deal between the US and Canada. This is a surprise to many actors and perhaps a reminder that Trump doesn’t always TACO. The story’s not over, but tariffs are set to rise and new frictio...

6 days ago
10

Some Questions about Economic Pressure on Iran

I’ve spent a lot of time this week thinking about what additional US economic pressure on Iran could look like, drawing on about 15 years of tracking sanctions on Iran and other countries. This post includes some recently asked questions, p...

8 days ago
7
3

Thought-provoking reads: Late Summer Edition

Keen readers of this substack know I like to share what books make me go hmm when reading. While there’s not a lot of summer left and some folks are already back at school, I thought I’d share a few of the (non-fiction) books I’ve been enjo...

14 days ago
11

State of the Strait: Not Yet a New Normal

Greetings from Helsinki. I’ve been here for discussions at the Helsinki Geoeconomics Week which focuses on mapping how corporations are being affected by economic and national security role in key supply chains and financial markets. Fascin...

16 days ago
5

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  • Rachel Ziemba

    Geopolitics and geoeconomics of energy and resources. Obsessed by energy, sanctions, sovereign wealth, debt, trade @CNASdc Ziemba Insights Horizon Engage NYU \ud83c\udde8\ud83c\udde6 knitter of fabric and scenarios. wine economist/ Dip WSET.

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