Archive - small world

The rise and rise of public debt

Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures

Oct 20 •

September 2024

Shifting macro risks

A slowing US economy is attracting significant attention; but China poses a more significant risk to the global economy

Sep 8 •

August 2024

No summer calm...

The (northern) summer has been dominated by political and economic turbulence; expect more to come

Aug 16 •

July 2024

Political regime change

Beyond the busy election calendar, structural changes in politics and policy are underway across advanced economies – with material economic…

Jul 12 •

June 2024

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…

Jun 28 •

Election risk ahead

Recent market volatility after elections illustrates the economic importance of political institutions; with implications for the US Presidential…

Jun 14 •

May 2024

Trade as geopolitics

Trade flows capture changes in the geopolitical context: global economic fragmentation continues to sharpen, driven by geopolitical rivalry

May 31 •

The great reindustrialisation

Investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy …

May 17 •

The strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry

May 3 •

April 2024

Global briefing: World trade/ Middle East/ Blinken in China/ Higher for longer/ Europe

Insights on global economic and geopolitical developments

Apr 26 •

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?

Apr 19 •

Global briefing: Higher for longer/ Fault lines/ Excess capacity/ ASEAN/ Global economic fragmentation

Insights on global economic and geopolitical developments

Apr 12 •

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