Mind the gap: firms, governments, & geopolitics

A gap is emerging between government & firm responses to geopolitical tensions: firms are moving more slowly, creating risks

David Skilling2 September 2022

The worst & best of times

Economic & political risks are rising around the world. But governments, firms, & investors should be looking to new opportunities as well as managing risks.

David Skilling26 August 2022

The same, just different

My recent travels to New Zealand & Singapore highlighted more similarities (concerns on geopolitics, inflation) than differences between Asia & Europe

David Skilling19 August 2022

David, Goliath, & winning in the new global economy

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 Skilling29 July 2022

Inflation is not working

Economies with high core inflation tend to have the tightest labour markets; monetary policy is not enough to reduce inflation

David Skilling15 July 2022

Economic war of attrition

The war of attrition between Russia and Ukraine is as much economic as military; and the economic costs are growing

David Skilling8 July 2022

Much ado about everything

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 Skilling1 July 2022

Our dollar, your problem

Tight US monetary policy in response to surging inflation is creating issues around the global economy, with potentially lasting economic & political consequences

David Skilling24 June 2022

Brexit, Biden, & turning points

Six years on from the Brexit and Trump votes, the emerging model of globalisation means that America First is likely to be enduring than hard Brexit

David Skilling17 June 2022

Geography is not history

The pandemic coupled with geopolitical tensions, net zero, & technology will structurally change the economic geography of globalisation.

David Skilling10 June 2022

The survival of the paranoid

Economic & political volatility is rising as a new global regime emerges. Firms & governments need to position for sustained turbulence.

David Skilling3 June 2022

Davos, guns & butter

Geopolitics trumped globalisation at Davos this week. But there are risks to be managed as globalisation becomes more political

David Skilling27 May 2022

Too much of a good thing

The good times of the past 30 years have created economic & political exposures for firms & countries in a changing world

David Skilling20 May 2022

Fault lines in the global economy

The economic and political aftershocks from Russia’s invasion continued this week, from Europe to Asia. Deep structural change is underway.

David Skilling13 May 2022

All politics isn’t local

Domestic political risks with global economic & geopolitical consequences loom large around the world from China to the US. Brace for shocks.

David Skilling6 May 2022

Commodities, technology, & the commanding heights

Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central

David Skilling22 April 2022

Sanctions & values-based globalisation

The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations

David Skilling8 April 2022

Doomed to choose

Countries are being forced to make hard choices as the global system fragments. Small states are at the sharp end of this.

David Skilling1 April 2022

The economic war reaches China

Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences

David Skilling25 March 2022

The return of the 1970s?

From stagflation risks to oil price shocks, there are parallels to the 1970s. But the more interesting insights are how (not) to respond to economic regime change.

David Skilling18 March 2022