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Changing Global Linkages: A New Cold War?

Citations

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Cited by:

  1. Charles Serfaty & Sebastian Stumpner, 2026. "Geoeconomic Fragmentation in a Multi-Country GVC Model," Working papers 1030, Banque de France.
  2. Garcia William Connell & Ho Victor, 2025. "External Vulnerability Index: A Tool to Assess Trade Weaknesses," Intereconomics: Review of European Economic Policy, Sciendo, vol. 60(1), pages 40-45.
  3. Fernando Broner & Alberto Martin & Josefin Meyer & Christoph Trebesch & Jiaxian Zhou Wu, 2025. "Hegemony and International Alignment," AEA Papers and Proceedings, American Economic Association, vol. 115, pages 593-598, May.
  4. Emek Basker & Fariha Kamal, 2025. "Food Fight: U.S. Exporters' Adjustments to Russia's 2014 Agricultural Import Ban," Working Papers 25-79, Center for Economic Studies, U.S. Census Bureau.
  5. Rodrigo Adão & John Sturm Becko & Arnaud Costinot & Dave Donaldson, 2026. "World Trading System For Whom? Evidence from Global Tariffs," NBER Working Papers 34658, National Bureau of Economic Research, Inc.
  6. Francesco Paolo Conteduca & Simona Giglioli & Claire Giordano & Michele Mancini & Ludovic Panon, 2025. "Trade fragmentation unveiled: five facts on the reconfiguration of global, US and EU trade," Economia e Politica Industriale: Journal of Industrial and Business Economics, Springer;Associazione Amici di Economia e Politica Industriale, vol. 52(3), pages 535-557, September.
  7. Ludovic Panon & Laura Lebastard & Michele Mancini & Alessandro Borin & Peonare Caka & Gianmarco Cariola & Dennis Essers & Elena Gentili & Andrea Linarello & Tullia Padellini & Francisco Requena & Jaco, 2024. "Inputs in Distress: Geoeconomic Fragmentation and Firms’ Sourcing," Working Papers 2436, Banco de España.
  8. Giammetti, Raffaele & Wirkierman, Ariel L., 2025. "Global production scenarios: Actual unbundling, potential rebundling and geoeconomic rewiring across value chains," International Economics, Elsevier, vol. 183(C).
  9. Arbolino, R. & Boffardi, R. & De Simone, L. & Di Caro, P., 2025. "Geopolitical risks and the effectiveness of the EU funds: Heterogeneity in country impact," Structural Change and Economic Dynamics, Elsevier, vol. 75(C), pages 199-212.
  10. Dirks, Maximilian W., 2025. "When two quarrel, the third rejoices: Windfall FDIs and the early winners of the Russian-Ukrainian war," VfS Annual Conference 2025 (Cologne): Revival of Industrial Policy 325433, Verein für Socialpolitik / German Economic Association.
  11. Ossa, Ralph & Redding, Stephen, 2026. "The Economics of Tariffs," CEPR Discussion Papers 21221, Centre for Economic Policy Research.
  12. Christopher Clayton & Matteo Maggiori & Jesse Schreger, 2026. "Putting Economics Back into Geoeconomics," NBER Macroeconomics Annual, University of Chicago Press, vol. 40(1), pages 23-87.
  13. Khalil, Makram & Osten, David & Strobel, Felix, 2025. "Trade dynamics under geopolitical risk," Discussion Papers 03/2025, Deutsche Bundesbank.
  14. Thierry Mayer & Isabelle Méjean & Mathias Thoenig, 2025. "The Fragmentation Paradox: De-risking Trade and Global Safety," Working Papers 2025-23, CEPII research center.
  15. Nathan Chevalier & Matthieu Crozet & Charlotte Emlinger & Daniel Mirza, 2026. "Trade under Tensions: Insights from Media-Reported Bilateral events," Working Papers 2026-02, CEPII research center.
  16. Ando,Mitsuyo & Hayakawa,Kazunobu & Kimura,Fukunari & Mukunoki,Hiroshi, 2025. "Friend- and Near-Shoring in Factories America, Asia, and Europe amid Rising Geopolitical Tensions," IDE Discussion Papers 973, Institute of Developing Economies, Japan External Trade Organization(JETRO).
  17. Asier Minondo, 2024. "El desempeño exportador de España: claves de un éxito," Studies on the Spanish Economy eee2024-32, FEDEA.
  18. Norring, Anni, 2024. "The economic effects of geoeconomic fragmentation," BOFIT Policy Briefs 8/2024, Bank of Finland Institute for Emerging Economies (BOFIT).
  19. Bach, Amadeus & Onori, Simona & Reichelstein, Stefan & Zhuang, Jihan, 2025. "Fair market value of used capacity assets: Forecasts for repurposed electric vehicle batteries," ZEW Discussion Papers 25-065, ZEW - Leibniz Centre for European Economic Research.
  20. Kuźnar Andżelika & Menkes Jerzy, 2026. "How are geopolitical tensions driving a shift from liberal globalization to friendshoring?," International Journal of Management and Economics, Warsaw School of Economics, Collegium of World Economy, vol. 62(1), pages 38-48.
  21. Kagerer, B., 2024. "Geopolitics and corporate risk: Evidence from EU-Russia conflict shocks," Cambridge Working Papers in Economics 2471, Faculty of Economics, University of Cambridge.
  22. Barattieri, Alessandro & Mattoo, Aaditya & Taglioni, Daria, 2025. "Trade effects of industrial policies: Are preferential agreements a shield?," Journal of Policy Modeling, Elsevier, vol. 47(4), pages 830-841.
  23. Florencia Airaudo & Francois de Soyres & Keith Richards & Ana Maria Santacreu, 2025. "Measuring Geopolitical Fragmentation: Implications for Trade, Financial Flows, and Economic Policy," Review, Federal Reserve Bank of St. Louis, vol. 107(12), pages 1-30, September.
  24. Baur, Andreas & Dorn, Florian & Flach, Lisandra & Fuest, Clemens, 2025. "Geoeconomic fragmentation and the role of non-aligned countries," Economics Letters, Elsevier, vol. 255(C).
  25. Han Qiu & Dora Xia & James Yetman, 2024. "Deconstructing global trade: the role of geopolitical alignment," BIS Quarterly Review, Bank for International Settlements, September.
  26. Fetzer, Thiemo & Lambert, Peter John & Feld, Bennet & Garg, Prashant, 2024. "AI-Generated Production Networks: Measurement and Applications to Global Trade," CAGE Online Working Paper Series 733, Competitive Advantage in the Global Economy (CAGE).
  27. Ko Adachi & Yoshiyuki Kurachi & Masato Okamoto & Tomohiro Sugo & Akitoshi Toyoda, 2026. "Supply Constraints and Inflation Dynamics," Bank of Japan Working Paper Series 26-E-3, Bank of Japan.
  28. Beata Javorcik & Alexander Plekhanov, 2026. "Navigating Industrial Policy," EconPol Forum, CESifo, vol. 27(01), pages 09-13, January.
  29. Hanin Khawaja, 2025. "Beyond Singularity and Multipolarity: Functional Fragmentation in the International Monetary System," Working Papers 2514, New School for Social Research, Department of Economics.
  30. Kazunobu Hayakawa, 2026. "Trade Effects of US Tariffs Under Trump 2.0," The Developing Economies, Institute of Developing Economies, vol. 64(2), pages 121-142, June.
  31. Samuel Hardwick, 2025. "Trade, Political Distance and the World Trade Organization," Papers 2509.17303, arXiv.org.
  32. Clayton, Christopher & Coppola, Antonio & Maggiori, Matteo & Schreger, Jesse, 2025. "Chokepoints: Identifying Economic Pressure," SocArXiv zsc4x_v1, Center for Open Science.
  33. Konstantin Egorov & Vasily Korovkin & Alexey Makarin & Dzhamilya Nigmatulina, 2025. "Trade sanctions," Economics Working Papers 1920, Department of Economics and Business, Universitat Pompeu Fabra.
  34. Boeckelmann, Lukas & Martins, Bernardo De Castro & Meunier, Baptiste & Borin, Alessandro & Conteduca, Francesco Paolo & Mancini, Michele & Attinasi, Maria Grazia, 2026. "Green supply chains at risk: measuring the true economic and environmental costs," Research Bulletin, European Central Bank, vol. 141.
  35. Tianyu Fan & Mai Wo & Wei Xiang, 2025. "Geopolitical Barriers to Globalization," Papers 2509.12084, arXiv.org, revised Apr 2026.
  36. Borin, Alessandro & Conteduca, Francesco Paolo & Leone, Fabrizio & Mancini, Michele & Zoi, Patrick, 2025. "How Global Are Local Value Chains?," CEPR Discussion Papers 20910, Centre for Economic Policy Research.
  37. Koopman, Robert B. & Tsigas, Marinos, 2025. "US trade conflict: Potential economic implications for the US and the global economy," Journal of Policy Modeling, Elsevier, vol. 47(4), pages 785-804.
  38. Florencia Airaudo & Francois de Soyres & Alexandre Gaillard & Ana Maria Santacreu, 2025. "Recent Evolutions in the Global Trade System: From Integration to Strategic Realignment," Working Papers 2025-027, Federal Reserve Bank of St. Louis.
  39. Jesús Fernández-Villaverde & Tomohide Mineyama & Dongho Song, 2026. "How Globalization Unravels: A Ricardian Model of Endogenous Trade Policy," NBER Working Papers 34672, National Bureau of Economic Research, Inc.
  40. Mulabdic, Alen & Nayyar, Gaurav, 2024. "Is the U.S. Friend-Shoring, Nearshoring, or Reshoring ? Evidence from Greenfield Investment Announcements," Policy Research Working Paper Series 11006, The World Bank.
  41. Chang,Kuo-I & Hayakawa,Kazunobu, 2025. "Subsidies for Reshoring: Evidence from Taiwan," IDE Discussion Papers 974, Institute of Developing Economies, Japan External Trade Organization(JETRO).
  42. Haishi Li & Zhi Li & Ziho Park & Yulin Wang & Jing Wu, 2024. "To Comply or Not to Comply: Understanding Neutral Country Supply Chain Responses to Russian Sanctions," CESifo Working Paper Series 11110, CESifo.
  43. Jésus Fernández-Villaverde & Tomohide Mineyama & Dongho Song & Jesús Fernández-Villaverde, 2024. "Are We Fragmented Yet? Measuring Geopolitical Fragmentation and Its Causal Effects," CESifo Working Paper Series 11192, CESifo.
  44. Joerg Mayer, 2024. "De-dollarization: the global payment infrastructure and wholesale central bank digital currencies," FMM Working Paper 102-2024, IMK at the Hans Boeckler Foundation, Macroeconomic Policy Institute.
  45. Catherine Casanova & Mr. Eugenio M Cerutti & Swapan-Kumar Pradhan, 2024. "Chinese Banks and Their EMDE Borrowers: Have Their Relationships Changed in Times of Geoeconomic Fragmentation?," IMF Working Papers 2024/205, International Monetary Fund.
  46. Bo Yang & Jinyuan Song & Yifan Wei & Jing Li, 2025. "Navigating geopolitical risks: How U.S. firms adjust supply chains amid U.S.–China rivalry," Journal of International Business Studies, Palgrave Macmillan;Academy of International Business, vol. 56(7), pages 937-949, September.
  47. Hu, Xingwei, 2025. "Globalization? Trade war? A counterbalance perspective," Economic Analysis and Policy, Elsevier, vol. 88(C), pages 1008-1035.
  48. Steven A. Altman & Caroline R. Bastian & Davis Fattedad, 2024. "Challenging the deglobalization narrative: Global flows have remained resilient through successive shocks," Journal of International Business Policy, Palgrave Macmillan, vol. 7(4), pages 416-439, December.
  49. Michelena Gabriel & Ernst Christoph & Pablo Bertin, 2025. "Tariffs and Labor Markets: The Employment Impact of the Recent Trade Conflict," Papers 2512.11578, arXiv.org.
  50. Shekhar Aiyar & Franziska Ohnsorge, 2024. "Geoeconomic Fragmentation and "Connector" Countries," CAMA Working Papers 2024-53, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University.
  51. Andreas Baur, 2024. "Geoeconomics and Foreign Economic Policy – Quo Vadis EU?," EconPol Policy Brief 63, ifo Institute - Leibniz Institute for Economic Research at the University of Munich.
  52. Laura Alfaro & Mariya Brussevich & Camelia Minoiu & Andrea F. Presbitero, 2025. "Bank Financing of Global Supply Chains," NBER Working Papers 33754, National Bureau of Economic Research, Inc.
  53. Thi Thanh Ha DOAN & Asei ITO & Changyuan LUO & Hongyong ZHANG, 2025. "Geopolitical Risk and Supply Chain Diversification: Evidence from Japanese multinational firms," Discussion papers 25112, Research Institute of Economy, Trade and Industry (RIETI).
  54. Schmitz, Luuk, 2026. "Hierarchies of Adaptation: Corporate Power in Economic Statecraft," SocArXiv gwuce_v1, Center for Open Science.
  55. Joseph Kopecky, 2026. "E Pluribus Euro: Minimum Fiscal Capacity for Collective Trade Policy in a Currency Union," Trinity Economics Papers tep0426new, Trinity College Dublin, Department of Economics, revised Apr 2026.
  56. Tamas Ginter, 2025. "Geoeconomic Fragmentation in the Western Balkans," Financial and Economic Review, Magyar Nemzeti Bank (Central Bank of Hungary), vol. 24(2), pages 27-46.
  57. Garred, Jason & Yuan, Song, 2025. "Relocation from China (with Chinese characteristics)," Journal of Development Economics, Elsevier, vol. 176(C).
  58. Paolo Di Caro & Roberta Arbolino & Ugo Fratesi, 2026. "The costs of geopolitical risk and the impact of the EU cohesion policy," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 97(1), pages 159-182, March.
  59. Cui, Rongyu & Li, Xiang, 2025. "Geopolitical tensions and multinational brands: Evidence from China," Finance Research Letters, Elsevier, vol. 85(PE).
  60. Giorgia Giovannetti & Luca Lodi & Enrico Marvasi, 2026. "Global Value Chains and Subnational Exposure to Geopolitical Tensions," Working Papers - Economics wp2026_02.rdf, Universita' degli Studi di Firenze, Dipartimento di Scienze per l'Economia e l'Impresa.
  61. Matteo Crosignani & Lina Han & Marco Macchiavelli, 2025. "Navigating Geoeconomic Risk: Evidence from U.S. Mutual Funds," Staff Reports 1172, Federal Reserve Bank of New York.
  62. Gnidchenko, A., 2026. "Transformation of network connections in global merchandise trade in the context of structural shifts in Russia's foreign trade," Journal of the New Economic Association, New Economic Association, vol. 70(1), pages 96-114.
  63. Ferrari Minesso, Massimo & Lebastard, Laura & Bagur, Olga Triay, 2026. "Interlinking payment systems and trade flows," Working Paper Series 3202, European Central Bank.
  64. Tianyu Fan, 2025. "Measuring Geopolitical Alignment and Economic Growth," Papers 2507.04833, arXiv.org, revised Apr 2026.
  65. Dirks, Maximilian W., 2025. "When two quarrel, the third rejoices: Windfall FDI and the early winners of the Russian-Ukrainian war," Ruhr Economic Papers 1161, RWI - Leibniz-Institut für Wirtschaftsforschung, Ruhr-University Bochum, TU Dortmund University, University of Duisburg-Essen.
  66. Lorenz Emter & Laura Kuitunen & Arnaud Mehl & Peter McQuade & Swapan-Kumar Pradhan & Goetz von Peter, 2026. "Global banking and geopolitics through time," BIS Working Papers 1338, Bank for International Settlements.
  67. Aaditya Mattoo & Michele Ruta & Robert W. Staiger, 2024. "Geopolitics and the World Trading System," NBER Working Papers 33293, National Bureau of Economic Research, Inc.
  68. De Haas, Ralph & Mamonov, Mikhail & Popov, Alexander & Shala, Iliriana, 2024. "Violent Conflict and Cross-Border Lending," CEPR Discussion Papers 19743, Centre for Economic Policy Research.
  69. Thierry Mayer, 2025. "Comment on "Putting Economics Back Into Geoeconomics" 2," NBER Chapters, in: NBER Macroeconomics Annual 2025, volume 40, pages 96-106, National Bureau of Economic Research, Inc.
  70. Attinasi, M.-G. & Boeckelmann, L. & de Castro Martins, B. & Meunier, B. & Borin, A. & Conteduca, F.P. & Mancini, M., 2025. "Supply chain decoupling in green products: A granular input-output analysis," Energy Economics, Elsevier, vol. 149(C).
  71. Anna D’Ambrosio & Katiuscia Lavoratori, 2025. "Reshoring to survive? The other side of de-globalization," Economia e Politica Industriale: Journal of Industrial and Business Economics, Springer;Associazione Amici di Economia e Politica Industriale, vol. 52(4), pages 867-889, December.
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