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Capital wars
Alongside high profile trade wars, expect structural change to cross-border capital flows - which will be at least as disruptive to the global economy
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David Skilling
Making your own luck
Small advanced economies provide useful perspectives on responding to a disruptively changing global economic and geopolitical context
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David Skilling
Nowhere to hide
The world at the end of March is a very different place than in January; and this is only the start of disruptive change in the global economic …
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David Skilling
Brave new world
Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is still emerging
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David Skilling
Beyond the US
Beyond the economic & political disruption in the US, ten recent developments around the world provide insights on emerging global dynamics.
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David Skilling
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Looking to 2025
There is high potential for economic and geo/political disruption in 2025. Ten developments in December provide a sense of what to expect.
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David Skilling
The rise and rise of public debt
Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures
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David Skilling
Shifting macro risks
A slowing US economy is attracting significant attention; but China poses a more significant risk to the global economy
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David Skilling
No summer calm...
The (northern) summer has been dominated by political and economic turbulence; expect more to come
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David Skilling
Political regime change
Beyond the busy election calendar, structural changes in politics and policy are underway across advanced economies – with material economic…
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David Skilling
Financing the capex boom
The ability to finance the great reindustrialisation will be a key driver of national economic performance: only some economies are positioned to…
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David Skilling
Election risk ahead
Recent market volatility after elections illustrates the economic importance of political institutions; with implications for the US Presidential…
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David Skilling
Trade as geopolitics
Trade flows capture changes in the geopolitical context: global economic fragmentation continues to sharpen, driven by geopolitical rivalry
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David Skilling
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The great reindustrialisation
Investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy …
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David Skilling
small world
small world
Perspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling
© 2025 David Skilling
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