Perspectives on five things that matter this week
Read MoreEven as the G7 aligns on a common approach to China, competitive industrial policy threatens fragmentation across Western economies
Read MorePerspectives on five things that matter this week
Read MoreA new US approach to economic policy is being implemented in response to changed global economic & geopolitical realities
Read MorePerspectives on five things that matter this week
Read MoreBig power strategic competition is strengthening across military, technology, economic, & finance domains, powerfully reshaping the global economy
Read MorePerspectives on five things that matter this week
Read MoreEconomic & geopolitical factors are rapidly reshaping globalisation, creating substantial new challenges as well as growth opportunities
Read MorePerspectives on five things that matter this week
Read MoreAfter decades of expansion, the global labour force will contract as demographics turn & frictions on global flows strengthen
Read MorePerspectives on five things that matter this week
Read MoreFive notable things I’m watching this week
Read MoreThoughts on the impact of national scale on the winners and losers from global economic and political regime change
Read More12 months on from Russia’s brutal invasion of Ukraine, deep changes are underway in the global economic & political system
Read MoreCovid has had an enduring impact, from labour markets to the return of the state, despite the unwinding of some pandemic booms
Read MoreThe disruption of pandemic & war creates noise in the economic data; but there are reasons for confidence in the global economic outlook
Read MoreEven as transitory inflation fades, pressures due to global strategic competition are building – shaping inflation, rates, & monetary policy
Read MoreThe stresses of the past few years have highlighted the strengths & weaknesses of countries in a period of regime change
Read MoreForecasts for 2022 – from inflation to Ukraine – were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?
Read MoreIf 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.
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