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The rise and rise of public debt
Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures
 • 
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
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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
Positioning for Trump
 • David Skilling
A turning point in the global economy
 • David Skilling
Two cheers for the new Washington Consensus
 • 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
Currency wars?
The strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry
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David Skilling
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Global briefing: World trade/ Middle East/ Blinken in China/ Higher for longer/ Europe
Insights on global economic and geopolitical developments
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David Skilling
Is this time different?
A roaring 20s will require a much stronger economic recovery from Covid than from the global financial crisis. What are the chances?
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David Skilling
Global briefing: Higher for longer/ Fault lines/ Excess capacity/ ASEAN/ Global economic fragmentation
Insights on global economic and geopolitical developments
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David Skilling
Escalating US fiscal risks
The UK 'Truss shock' provides insight into the growing risks of the unsustainable US fiscal path causing a global financial shock
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David Skilling
Global briefing: Fragmentation/ World trade/ Military spending/ UK Labour/ Israel
Insights on global economic and geopolitical developments
 • 
David Skilling
small world
small world
Perspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling
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