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The economic consequences of the Iran war
Markets have sold Europe and Asia and bought the US in response to the Iran attacks. But the structural economic impact is likely a rewiring of global…
 • David Skilling
Inflation, regime change, & the Fed
Kevin Warsh's nomination has been well-received, but policy choices based on convictions about the deflationary impact of technology are risky in a time…
 • David Skilling
Thoughts on the 2026 outlook
2026 will be another disruptive year of structural global economic and geopolitical change
 • David Skilling
Public debt, geopolitics, & capital flows
Fiscal & geopolitical change will drive shifts in the ability of the US to attract allocations of capital from the rest of the world
 • David Skilling
Summer's over
On the fifth anniversary of these notes, global economic and geopolitical regime change continues to accelerate
 • David Skilling
Calm before the storm
Despite market calm, economic risks and political stresses are building - along with structural economic and geopolitical change
 • David Skilling
World pulling apart
Evidence of global economic and geopolitical fragmentation continues to accumulate
 • David Skilling
Capital wars
Alongside high profile trade wars, expect structural change to cross-border capital flows - which will be at least as disruptive to the global economy
 • David Skilling
Making your own luck
Small advanced economies provide useful perspectives on responding to a disruptively changing global economic and geopolitical context
 • David Skilling
Nowhere to hide
The world at the end of March is a very different place than in January; and this is only the start of disruptive change in the global economic …
 • David Skilling
Brave new world
Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is still emerging
 • David Skilling
Beyond the US
Beyond the economic & political disruption in the US, ten recent developments around the world provide insights on emerging global dynamics.
 • David Skilling
Looking to 2025
There is high potential for economic and geo/political disruption in 2025. Ten developments in December provide a sense of what to expect.
 • David Skilling
The rise and rise of public debt
Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures
 • David Skilling
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Perspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling

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