Global briefing: Firms & geopolitics/ Middle East spillovers/ World trade/ Partisan economics/ Denmark

In this week’s global briefing:

1. Firms & geopolitics: Corporate demand for geopolitical advice is increasing as the global context changes, but it is important that this is connected to corporate strategy.

2. Middle East spillovers: Furious diplomacy is underway to prevent regional escalation, which would have massive economic costs – from oil prices to air routes.

3. World trade: Negative world trade growth is often a signal of global recession, but there are signs of an export turn around - albeit with growing geopolitical frictions.  

4. Partisan economics: From the US to New Zealand, economic data is interpreted through a partisan lens – with higher confidence when the preferred party is in power.

5. Denmark: Recent Danish corporate experience shows some of the challenges in the global system, from slow world trade growth to a sluggish green transition.

The note is available at: https://davidskilling.substack.com/p/global-briefing-firms-and-geopolitics