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A week of remarkable events signals far-reaching global economic & political change ahead
David Skilling
6
Russia's invasion of Ukraine accelerates structural changes in the global economic & political system, requiring hard choices to be made.
David Skilling
6
The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
David Skilling
2
Economies with high core inflation tend to have the tightest labour markets; monetary policy is not enough to reduce inflation
David Skilling
10
Russia’s invasion & aggressive economic sanctions in a deeply globalised world will lead to massive global economic disruption & structural change
David Skilling
4
Economic & political volatility is rising as a new global regime emerges. Firms & governments need to position for sustained turbulence.
David Skilling
10
The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses
David Skilling
9
Despite the focus on big powers and mega firms, scale is not everything in the global economy. Smaller, agile firms & countries often have an edge.
David Skilling
10
Geopolitics trumped globalisation at Davos this week. But there are risks to be managed as globalisation becomes more political.
David Skilling
6
Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
David Skilling
3
The pandemic coupled with geopolitical tensions, net zero, & technology will structurally change the economic geography of globalisation.
David Skilling
7
Countries are being forced to make hard choices as the global system fragments. Small states are at the sharp end of this.
David Skilling
4
© 2022 David Skilling
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