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Commodities, globalisation, & geopolitics
Commodity flows provide insight into the health of globalisation (not so bad) as well as the global economic fragmentation caused by geopolitical…
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David Skilling
Global briefing: Car wars, updated/ Higher for longer/ Whatever it takes/ Walking back on green/ New Zealand
Insights on five things that matter this week.
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David Skilling
Elections, spending, & inflation
Loose fiscal policy is likely over the next year, with multiple major elections in 2024 reinforcing pressure for government spending & investment
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David Skilling
Global briefing: Car wars/ Semiconductor decoupling/ Real estate & high rates/ Oil price shock/Mr Xi’s G20 no-show
Insights on five things that matter this week.
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David Skilling
Monetary policy in a changed world
The changing global economic & political environment took centre stage at last weekend’s Jackson Hole meetings of the world’s central bankers
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David Skilling
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Global briefing: Russia’s new economic friends/ China’s economic statecraft/ Adults back in the room/ Sabotage in the North Sea?/ Hong Kong
 • David Skilling
A turning point in the global economy
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Two cheers for the new Washington Consensus
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Fast forward to a new globalisation
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Global briefing: Geopolitics & China’s recovery/ The end of Prigozhin/ 10-year rates/ BRICS+/ Small economies & slowing trade
Insights on five things that matter this week
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David Skilling
Global briefing: Large firms in small economies/ Small yard, high fence?/ Japan & Argentina/ Windfall taxes/ New Zealand
Insights on five things that matter this week
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David Skilling
Shifting, slowing global trade
From Maersk to China, there are signs of changing patterns of global trade flows – but externally oriented growth models still work
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David Skilling
Global briefing: US soft landing?/ China’s charm offensive/ Picking sides in Asia/ De-risking or BAU?/ European heatwaves
Insights on five things that matter this week
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David Skilling
Competitive isomorphism & US/China policy convergence
After decades of expecting China to converge to Western economic models, strategic competition is driving convergence of US policy in the other…
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David Skilling
Debt, rates, & balance sheet recessions
Rising rates will constrain governments’ fiscal space on high debt servicing costs and the need to offset reduced private borrowing
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David Skilling
Global briefing: China hits back/ Reshaped FDI flows/ Constrained Russia/ Disinflation/ PIGS are flying
Insights on five things that matter this week
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David Skilling
Global briefing: Prigozhin/ PM Modi/ Fiscal v monetary policy/ China/ El Nino
Insights on five things that matter this week
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David Skilling
AI, productivity, & geopolitics
The disruptive impact of generative AI will boost labour productivity growth and will be a major vector of geopolitical rivalry
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David Skilling
small world
small world
Global economics, geopolitics, & policy from a small economy perspective, by David Skilling
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