David Skilling

The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system

The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system

Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics

Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics

David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect

David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect

David Skilling notes investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy & productivity growth

David Skilling notes investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy & productivity growth

David Skilling says the strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry

David Skilling says the strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry

David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications

David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications

Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment

Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment

David Skilling has some 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

David Skilling has some 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

China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling

China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling

Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling

Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling

The Covid-19 pandemic and other recent global disruptions have heightened awareness of New Zealand's exposure to them. So in an uncertain world, how well prepared are we for future shocks?

The Covid-19 pandemic and other recent global disruptions have heightened awareness of New Zealand's exposure to them. So in an uncertain world, how well prepared are we for future shocks?

David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile

David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile

In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade

In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade

From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work

From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work

In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again

In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again