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World pulling apart
Evidence of global economic and geopolitical fragmentation continues to accumulate
Jun 29
•
David Skilling
6
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World pulling apart
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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
5
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Capital wars
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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
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Making your own luck
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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
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Nowhere to hide
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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
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Brave new world
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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
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Beyond the US
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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
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Looking to 2025
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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
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The rise and rise of public debt
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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
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Shifting macro risks
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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
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No summer calm...
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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, 2024
•
David Skilling
6
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Political regime change
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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, 2024
•
David Skilling
4
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Financing the capex boom
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