Landfall Strategy Group
David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect
24th Dec 24, 12:00pm
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David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect
David Skilling notes investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy & productivity growth
18th May 24, 9:28am
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David Skilling notes investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy & productivity growth
David Skilling says the strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry
5th May 24, 10:14am
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David Skilling says the strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry
David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
9th Mar 24, 9:29am
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David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
28th Jan 24, 10:42am
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Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead
17th Dec 23, 7:30am
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David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead
China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
18th Nov 23, 10:12am
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China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling
4th Nov 23, 9:30am
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Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling
David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
21st Oct 23, 10:32am
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David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade
26th Aug 23, 9:18am
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In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade
From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work
12th Aug 23, 9:56am
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From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work
In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again
8th Jul 23, 10:11am
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In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again
David Skilling observes that disruptive change in the global environment is placing stress on growth models in Europe & beyond, requiring rapid policy responses
10th Jun 23, 9:30am
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David Skilling observes that disruptive change in the global environment is placing stress on growth models in Europe & beyond, requiring rapid policy responses
Economic & geopolitical factors are rapidly reshaping globalisation says David Skilling, creating substantial new challenges as well as growth opportunities
15th Apr 23, 9:30am
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Economic & geopolitical factors are rapidly reshaping globalisation says David Skilling, creating substantial new challenges as well as growth opportunities
After decades of expansion, David Skilling points out the global labour force will contract as demographics turn & frictions on global flows strengthen
1st Apr 23, 9:37am
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After decades of expansion, David Skilling points out the global labour force will contract as demographics turn & frictions on global flows strengthen
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
20th Mar 23, 11:07am
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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
4th Mar 23, 10:07am
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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
21st Jan 23, 10:09am
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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
15th Jan 23, 6:00am
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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
8th Jan 23, 7:40am
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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?
17th Dec 22, 10:15am
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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
11th Dec 22, 6:00am
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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
26th Nov 22, 9:15am
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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
12th Nov 22, 8:47am
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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
29th Oct 22, 9:44am
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The experiences of small economy hubs – from Dubai to Ireland, Hong Kong, Singapore, & Switzerland – highlight the impact of a changing global economy