Sitemap - 2023 - small world

Tail risks in 2024

Global briefing: US v China/ Global supply chains/ German fiscal mess/ Kissinger/ Finland

Scramble for supremacy: the world in 2024

Global briefing: Biden & Xi/ Nvidia or OpenAI?/ Inflation/ Small economies/ Dutch elections

The consequences of China’s growth model

Global briefing: Geopolitics & inflation/ US rates/ Middle East escalation/ China diplomacy/ Safe havens

The great labour crunch

Global briefing: Firms & geopolitics/ Middle East spillovers/ World trade/ Partisan economics/ Denmark

Reflections on Asia

Global briefing: Global outlook/ China's surplus/ Europe/ Ukraine support/ Israel

Global briefing: Trump v2/ USD dominance/ stalling Europe/ Chinese guardrails/ Singapore

Commodities, globalisation, & geopolitics

Global briefing: Car wars, updated/ Higher for longer/ Whatever it takes/ Walking back on green/ New Zealand

Elections, spending, & inflation

Global briefing: Car wars/ Semiconductor decoupling/ Real estate & high rates/ Oil price shock/Mr Xi’s G20 no-show

Monetary policy in a changed world

Global briefing: Geopolitics & China’s recovery/ The end of Prigozhin/ 10-year rates/ BRICS+/ Small economies & slowing trade

Global briefing: Large firms in small economies/ Small yard, high fence?/ Japan & Argentina/ Windfall taxes/ New Zealand

Shifting, slowing global trade

Global briefing: US soft landing?/ China’s charm offensive/ Picking sides in Asia/ De-risking or BAU?/ European heatwaves

Competitive isomorphism & US/China policy convergence

Debt, rates, & balance sheet recessions

Global briefing: China hits back/ Reshaped FDI flows/ Constrained Russia/ Disinflation/ PIGS are flying

Global briefing: Prigozhin/ PM Modi/ Fiscal v monetary policy/ China/ El Nino

AI, productivity, & geopolitics

Global briefing: Financial decoupling/ NATO+, BRICS, & friendshoring/ Transitory inflation?/ The geopolitics of equity markets/ New Zealand

The need for speed

Global briefing: China’s (not really) open borders/ Global industrial recession/ EU-US agreeing to disagree/ Beyond the debt ceiling/ Greece

Competing or collaborating?

Global briefing: The geopolitics of the debt ceiling/ China as peacemaker?/ Financial crisis or credit crunch?/ Weakening Western flows to China/ Sweden

Two cheers for the new Washington Consensus

Global briefing: The geopolitics of the Chinese recovery/ Fiscal rules in a wartime economy/ The politics of climate change/ De-dollarisation?/ The Netherlands

Full spectrum strategic competition

Global briefing: Inflation higher for longer/ Global economic fragmentation/ Industrial policy arms race/ The geopolitics of luxury/ New Zealand

Fast forward to a new globalisation

Global briefing: Global inflation & rates/ Europe goes to Beijing/ Global Britain & TPP/ Taiwan risks/ Finland

The great contraction

Global briefing: Mr Xi goes to Moscow/ Financial dominance & central banks/ Green industrial policy/ The economics of China’s reopening/ Switzerland

Global briefing: Move fast & break things/ Chinese decoupling/ Brexit & Northern Ireland/ Global supply chains easing?/ Israel

Returns to scale in a wartime economy?

Global briefing: Russia’s new economic friends/ China’s economic statecraft/ Adults back in the room/ Sabotage in the North Sea?/ Hong Kong

Reflections on a year of war

The economic & political consequences of Covid

Global briefing: Institutional strength/ China's spy balloon/ the coming advanced economy capex boom/ wartime fiscal rules/ Ireland

A turning point in the global economy

Global briefing: Demography as destiny?/ Russian sanctions/ Small economies & big powers/ Currency statecraft/ Greece

From transitory to wartime inflation

Global briefing: Farewell to wolf warrior diplomacy?/ Commodity flows/ Slowing global flows/ Peak West & multipolarity/ Japan

Stress testing the world

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