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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
Five notable things I'm watching this week.
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David Skilling
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.
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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
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David Skilling
Brave new world
Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is still emerging
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David Skilling
A turning point in the global economy
The disruption of pandemic & war creates noise in the economic data; but there are reasons for confidence in the global economic outlook
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David Skilling
Two cheers for the new Washington Consensus
A new US approach to economic policy is being implemented in response to changed global economic & geopolitical realities
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David Skilling
Fast forward to a new globalisation
Economic & geopolitical factors are rapidly reshaping globalisation, creating substantial new challenges as well as growth opportunities
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David Skilling
The great contraction
After decades of expansion, the global labour force will contract as demographics turn & frictions on global flows strengthen
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David Skilling
Beyond the US
Beyond the economic & political disruption in the US, ten recent developments around the world provide insights on emerging global dynamics.
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David Skilling
Tail risks in 2024
Thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead.
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David Skilling
Prepare to be surprised
Forecasts for 2022 – from inflation to Ukraine – were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?
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David Skilling
From transitory to wartime inflation
Even as transitory inflation fades, pressures due to global strategic competition are building – shaping inflation, rates, & monetary policy
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David Skilling
© 2025 David Skilling
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