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About Landfall Strategy Group David Skilling
InsightsServices About About Landfall Strategy Group David Skilling
Landfall Strategy Group
On kicking the Brexit can down the road

The political incentives facing the new Prime Minister are to delay Brexit beyond October 31.

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David Skilling24 July 2019
Singapore as the canary in the mine of the global economy?

What does Singapore’s weak economic data over the past week say about the global economic outlook?

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David Skilling17 July 2019
Small economies and 'the art of no deal'

Global trade tensions are likely to continue and broaden, weighing on the small economy outlook - but small economy out-performance is likely to continue.

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David Skilling29 June 2019
Living in interesting times

The potential for material policy and institutional shocks in 2019 seems higher than a major growth shock.

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David Skilling21 December 2018
A turning tide

An unwinding of domestic and global economic institutions is increasingly possible as the political consensus changes. 

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David Skilling30 November 2018
Too big to succeed

Large national scale makes the politics of disruptive change harder to manage; smaller countries are better placed.

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David Skilling16 November 2018
Red October

The global economy is in decent shape, but many of the factors that roiled markets in October are here to stay.

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David Skilling2 November 2018
The shaky isles
The shaky isles

New Zealand offers a useful perspective on moving global tectonic plates, from normalisation to trade wars.

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David Skilling19 October 2018
Talk of the end of the small economy model much exaggerated
Talk of the end of the small economy model much exaggerated

The outlook for small advanced economies remains positive, despite a more challenging global environment.

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David Skilling13 October 2018
Don't believe the hype

The rumours of the end of the small economy model are much exaggerated; small advanced economies will continue to out-perform.

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David Skilling5 October 2018
Sailing into the wind

Small economies continue to perform well, navigating a more challenging environment. But momentum is slowing.

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David Skilling21 September 2018
Flat world no more

The US remains central to the global system, but recent events show that competition is emerging.

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David Skilling7 September 2018
Here we go again

As Greece exits its bailout programme, Italy moves to centre stage. Politics is back in Europe.

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David Skilling24 August 2018
Globalisation is not what it used to be

Despite tariffs & sanctions, world trade remains in decent health. But globalisation is changing.

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David Skilling10 August 2018
Keep calm and carry on

Small advanced economies have more resilience to trade wars than is often thought.

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David Skilling27 July 2018
The end of the beginning

After a period of skirmishing, we look to be moving into a more consequential period for the global economy.

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David Skilling13 July 2018
Decreasing returns to scale

Expect economic and political turbulence as large countries adapt to the realities of limited power.

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David Skilling29 June 2018
The great divergence?

Economic and political divergence is increasingly looking like the key macro theme for 2018.

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David Skilling25 May 2018
War by other means

The increasingly unilateral use of economic sanctions is the new exorbitant privilege, with concerning implications.

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David Skilling11 May 2018
From great to good

The IMF upgrade the global growth outlook, but small economies suggest that growth may be peaking.

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David Skilling27 April 2018
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