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Global briefing: Fragmentation/ World trade/ Military spending/ UK Labour/ Israel
Insights on global economic and geopolitical developments
10 hrs ago
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David Skilling
1
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Global briefing: Fragmentation/ World trade/ Military spending/ UK Labour/ Israel
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Geopolitical shocks and shifts
Beyond managing exposures to geopolitical shocks, firms, investors, and governments need to position for structural geopolitical shifts
Mar 22
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David Skilling
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Geopolitical shocks and shifts
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Global briefing: Nowhere to hide/ Japan normalisation/ US debt & politics/ Gold & regime change/ Dutch exit
Insights on global economic and geopolitical developments
Mar 15
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David Skilling
1
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Global briefing: Nowhere to hide/ Japan normalisation/ US debt & politics/ Gold & regime change/ Dutch exit
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China shakes the world
The spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
Mar 8
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David Skilling
3
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China shakes the world
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Global briefing: Antipodean inflation/ Fracturing global institutions/Trump update/ Dr Copper/ Emerging markets
Insights on global economic and geopolitical developments
Mar 1
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David Skilling
1
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Global briefing: Antipodean inflation/ Fracturing global institutions/Trump update/ Dr Copper/ Emerging markets
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February 2024
Productivity, inflation, & geopolitics
Structural drivers of higher inflation will be offset by strengthening productivity growth, but with significant variation across economies
Feb 23
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David Skilling
3
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Productivity, inflation, & geopolitics
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Global briefing: Chinese deflation/ Ukraine/ India rising/ Growth strengthening/ Secular stagnation
Insights on global economic and geopolitical developments
Feb 16
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David Skilling
2
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Global briefing: Chinese deflation/ Ukraine/ India rising/ Growth strengthening/ Secular stagnation
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Geopolitics & macro policy
History shows that big power geopolitical rivalry shapes fiscal and monetary policy: expect more expansive macro policy
Feb 9
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David Skilling
13
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Geopolitics & macro policy
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Global briefing: Growth acceleration?/ Chinese freefall/ Rumours of war/ Populism/ AUKUS
Insights on five global developments that matter this week.
Feb 2
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David Skilling
4
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Global briefing: Growth acceleration?/ Chinese freefall/ Rumours of war/ Populism/ AUKUS
davidskilling.substack.com
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January 2024
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
Jan 26
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David Skilling
14
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Entering a post-Covid world
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Global briefing: Taiwan status quo/ Inflation & rates/ Rewiring global flows/ China’s headwinds/ Trump & Europe
Insights on five global developments that matter this week.
Jan 19
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David Skilling
4
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Global briefing: Taiwan status quo/ Inflation & rates/ Rewiring global flows/ China’s headwinds/ Trump & Europe
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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
Jan 12
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David Skilling
21
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Positioning for Trump
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