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Global briefing: Higher for longer/ Fault lines/ Excess capacity/ ASEAN/ Global economic fragmentation
Insights on global economic and geopolitical developments
 • 
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
Geopolitical shocks and shifts
Beyond managing exposures to geopolitical shocks, firms, investors, and governments need to position for structural geopolitical shifts
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David Skilling
Global briefing: Nowhere to hide/ Japan normalisation/ US debt & politics/ Gold & regime change/ Dutch exit
Insights on global economic and geopolitical developments
 • 
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
 • David Skilling
Two cheers for the new Washington Consensus
 • David Skilling
Fast forward to a new globalisation
 • David Skilling
China shakes the world
The spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
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David Skilling
Global briefing: Antipodean inflation/ Fracturing global institutions/Trump update/ Dr Copper/ Emerging markets
Insights on global economic and geopolitical developments
 • 
David Skilling
Productivity, inflation, & geopolitics
Structural drivers of higher inflation will be offset by strengthening productivity growth, but with significant variation across economies
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David Skilling
Global briefing: Chinese deflation/ Ukraine/ India rising/ Growth strengthening/ Secular stagnation
Insights on global economic and geopolitical developments
 • 
David Skilling
Geopolitics & macro policy
History shows that big power geopolitical rivalry shapes fiscal and monetary policy: expect more expansive macro policy
 • 
David Skilling
Global briefing: Growth acceleration?/ Chinese freefall/ Rumours of war/ Populism/ AUKUS
Insights on five global developments that matter this week.
 • 
David Skilling
Entering a post-Covid world
Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
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David Skilling
Global briefing: Taiwan status quo/ Inflation & rates/ Rewiring global flows/ China’s headwinds/ Trump & Europe
Insights on five global developments that matter this week.
 • 
David Skilling
Positioning for Trump
The US Presidential election is the single biggest political risk of 2024; and firms, investors, & governments need to position for the consequences
 • 
David Skilling
small world
small world
Global economics, geopolitics, & policy from a small economy perspective, by David Skilling
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