David Skilling

David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles

David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles

David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong

David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong

David Skilling says even as transitory inflation fades, pressures due to global strategic competition are building – shaping inflation, rates, & monetary policy

David Skilling says even as transitory inflation fades, pressures due to global strategic competition are building – shaping inflation, rates, & monetary policy

David Skilling introduces his new bi-weekly Global Briefing Notes. In this first edition he is watching China, commodities, global trade flows, multipolarity, and Japan

David Skilling introduces his new bi-weekly Global Briefing Notes. In this first edition he is watching China, commodities, global trade flows, multipolarity, and Japan

The stresses of the past few years have highlighted the strengths & weaknesses of countries in a period of regime change, says David Skilling

The stresses of the past few years have highlighted the strengths & weaknesses of countries in a period of regime change, says David Skilling

Forecasts for 2022, from inflation to Ukraine, were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?

Forecasts for 2022, from inflation to Ukraine, were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?

If 2022 was the ‘end of the beginning,’ 2023 will be a year in which emerging global dynamics go mainstream. Position for war by other means, David Skilling argues

If 2022 was the ‘end of the beginning,’ 2023 will be a year in which emerging global dynamics go mainstream. Position for war by other means, David Skilling argues

Weaker world trade growth adds zero sum dynamics to the structural shifts underway in the global economic & political system, David Skilling says

Weaker world trade growth adds zero sum dynamics to the structural shifts underway in the global economic & political system, David Skilling says

The West has been coherent in response to Russia, but fault lines are emerging between the US & other Western-oriented countries. 2022 may be peak West

The West has been coherent in response to Russia, but fault lines are emerging between the US & other Western-oriented countries. 2022 may be peak West

The experiences of small economy hubs – from Dubai to Ireland, Hong Kong, Singapore, & Switzerland – highlight the impact of a changing global economy

The experiences of small economy hubs – from Dubai to Ireland, Hong Kong, Singapore, & Switzerland – highlight the impact of a changing global economy

Expect to see the state expand its role, on the back of disruptive changes in the global economic & political environment, David Skilling says

Expect to see the state expand its role, on the back of disruptive changes in the global economic & political environment, David Skilling says

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

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

David Skilling's recent travels home to New Zealand and to Singapore from his base in the Netherlands highlighted more similarities (concerns on geopolitics, inflation) than differences between Asia & Europe

David Skilling's recent travels home to New Zealand and to Singapore from his base in the Netherlands highlighted more similarities (concerns on geopolitics, inflation) than differences between Asia & Europe

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 says

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 says

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

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

The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses

The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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