small world

Summer's over

On the fifth anniversary of these notes, global economic and geopolitical regime change continues to accelerate

Aug 24 • 

David Skilling

10

July 2025

Calm before the storm

Despite market calm, economic risks and political stresses are building - along with structural economic and geopolitical change

Jul 27 • 

David Skilling

3

June 2025

World pulling apart

Evidence of global economic and geopolitical fragmentation continues to accumulate

Jun 29 • 

David Skilling

7

May 2025

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

May 25 • 

David Skilling

6

April 2025

Making your own luck

Small advanced economies provide useful perspectives on responding to a disruptively changing global economic and geopolitical context

Apr 27 • 

David Skilling

5

March 2025

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 …

Mar 30 • 

David Skilling

7

February 2025

Brave new world

Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is still emerging

Feb 23 • 

David Skilling

16

Beyond the US

Beyond the economic & political disruption in the US, ten recent developments around the world provide insights on emerging global dynamics.

Feb 6 • 

David Skilling

10

December 2024

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.

Dec 23, 2024 • 

David Skilling

19

October 2024

The rise and rise of public debt

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

Oct 20, 2024 • 

David Skilling

7

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, 2024 • 

David Skilling

4

August 2024

No summer calm...

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

Aug 16, 2024 • 

David Skilling

1