David Skilling

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

Russia’s invasion & the aggressive economic sanctions in a deeply globalised world will lead to massive global economic disruption & structural change

Russia’s invasion & the aggressive economic sanctions in a deeply globalised world will lead to massive global economic disruption & structural change

David Skilling chronicles a week of remarkable events that signal far-reaching global economic and political changes ahead

David Skilling chronicles a week of remarkable events that signal far-reaching global economic and political changes ahead

Russia's invasion of Ukraine accelerates structural changes in the global economic & political system, requiring hard choices to be made, says David Skilling

Russia's invasion of Ukraine accelerates structural changes in the global economic & political system, requiring hard choices to be made, says David Skilling

As the Covid experience shows, countries with strong social & political institutions – notably small countries – consistently out-perform. But big challenges lie ahead, says David Skilling

As the Covid experience shows, countries with strong social & political institutions – notably small countries – consistently out-perform. But big challenges lie ahead, says David Skilling

From Ukraine to trade sanctions, global economic & political pressures are playing out in Europe. The response will shape the global economic & political system, says David Skilling

From Ukraine to trade sanctions, global economic & political pressures are playing out in Europe. The response will shape the global economic & political system, says David Skilling

Twenty years on from China’s WTO accession, we have likely reached the high water mark of China’s global engagement – with deep consequences for the world economy

Twenty years on from China’s WTO accession, we have likely reached the high water mark of China’s global engagement – with deep consequences for the world economy

The globalisation debate offers lessons on what to do (and what not to do) in climate change policy: address the domestic politics of the transition

The globalisation debate offers lessons on what to do (and what not to do) in climate change policy: address the domestic politics of the transition

Beyond near-term inflation concerns, David Skilling says policy should focus on managing price pressures from structural changes in labour markets & globalisation - and net zero

Beyond near-term inflation concerns, David Skilling says policy should focus on managing price pressures from structural changes in labour markets & globalisation - and net zero