trade wars
The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system
31st Mar 25, 10:03am
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The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system
Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics
8th Feb 25, 9:47am
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Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics
Canada is facing big bully threats. Cory Doctorow (a Canadian) says retaliatory tariffs are not the right response. He says, hit them where it will REALLY hurt. And maybe there are lessons here for us and others
6th Feb 25, 8:20am
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Canada is facing big bully threats. Cory Doctorow (a Canadian) says retaliatory tariffs are not the right response. He says, hit them where it will REALLY hurt. And maybe there are lessons here for us and others
Capital Economics says the resulting surge in US inflation from the announced tariffs is going to 'come faster and be larger than we initially expected'
3rd Feb 25, 9:32am
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Capital Economics says the resulting surge in US inflation from the announced tariffs is going to 'come faster and be larger than we initially expected'
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
Pinelopi Goldberg considers the role that tariffs have played in undermining global cooperation and driving conflict
20th Sep 23, 9:40am
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Pinelopi Goldberg considers the role that tariffs have played in undermining global cooperation and driving conflict
Wing Thye Woo explains why the US and China should seek to detach trade policy from technology and national-security issues
20th Jun 23, 3:02pm
Wing Thye Woo explains why the US and China should seek to detach trade policy from technology and national-security issues
Pinelopi Goldberg warns that the new US approach to China, its main competitor, is deeply misguided and possibly dangerous
19th Nov 22, 10:00am
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Pinelopi Goldberg warns that the new US approach to China, its main competitor, is deeply misguided and possibly dangerous
Pinelopi Goldberg touts an effective way for a high-tariff country like the US to do more to reduce costs for consumers. "Openness" and "globalisation" may have fallen out of political favour, but free trade remains sound economic policy
14th May 22, 9:36am
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Pinelopi Goldberg touts an effective way for a high-tariff country like the US to do more to reduce costs for consumers. "Openness" and "globalisation" may have fallen out of political favour, but free trade remains sound economic policy
The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
10th Apr 22, 9:25am
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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
3rd Apr 22, 7:00am
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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
David Hargreaves ponders the new environment ahead in which seemingly we will no longer just trade with anybody, and which might end up costing us quite a bit more
29th Mar 22, 3:15pm
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David Hargreaves ponders the new environment ahead in which seemingly we will no longer just trade with anybody, and which might end up costing us quite a bit more
Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
27th Mar 22, 6:00am
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Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
Pinelopi Goldberg argues that trade sanctions are a politically convenient but economically misguided response to Russia's war
19th Mar 22, 10:12am
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Pinelopi Goldberg argues that trade sanctions are a politically convenient but economically misguided response to Russia's war
Pinelopi Koujianou Goldberg shows that while the two main parties, China and the US, have both lost, 'bystander' countries have gained
22nd Jan 22, 9:15am
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Pinelopi Koujianou Goldberg shows that while the two main parties, China and the US, have both lost, 'bystander' countries have gained
Yu Yongding is guardedly optimistic about the current state - and likely trajectory - of US-China economic relations
11th Dec 21, 9:29am
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Yu Yongding is guardedly optimistic about the current state - and likely trajectory - of US-China economic relations
Ross Stitt points out that New Zealand can look to Australia to see what happens to a country's trade when politicians criticise China for behaviours they think need calling out. It can be devastating for some exporters
30th Jul 21, 6:00am
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Ross Stitt points out that New Zealand can look to Australia to see what happens to a country's trade when politicians criticise China for behaviours they think need calling out. It can be devastating for some exporters
Zhang Jun and Shi Shuo worry that the incoming Biden Administration will continue its predecessor's "mistaken" approach to China
15th Jan 21, 11:05am
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Zhang Jun and Shi Shuo worry that the incoming Biden Administration will continue its predecessor's "mistaken" approach to China
From climate change and geopolitics to new growth models, David Skilling says 2021 will see widespread public and private sector innovation - as well as more economic and political volatility
21st Dec 20, 12:12pm
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From climate change and geopolitics to new growth models, David Skilling says 2021 will see widespread public and private sector innovation - as well as more economic and political volatility