The war of attrition between Russia and Ukraine is as much economic as military; and the economic costs are growing
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The G7, NATO, & ECB meetings this week provide a sense of the scale & scope of current global challenges, and some of the emerging responses
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Tight US monetary policy in response to surging inflation is creating issues around the global economy, with potentially lasting economic & political consequences
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Six years on from the Brexit and Trump votes, the emerging model of globalisation means that America First is likely to be enduring than hard Brexit
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The pandemic coupled with geopolitical tensions, net zero, & technology will structurally change the economic geography of globalisation.
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Economic & political volatility is rising as a new global regime emerges. Firms & governments need to position for sustained turbulence.
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Geopolitics trumped globalisation at Davos this week. But there are risks to be managed as globalisation becomes more political
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The good times of the past 30 years have created economic & political exposures for firms & countries in a changing world
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The economic and political aftershocks from Russia’s invasion continued this week, from Europe to Asia. Deep structural change is underway.
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Domestic political risks with global economic & geopolitical consequences loom large around the world from China to the US. Brace for shocks.
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Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central
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The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
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Countries are being forced to make hard choices as the global system fragments. Small states are at the sharp end of this.
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Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
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From stagflation risks to oil price shocks, there are parallels to the 1970s. But the more interesting insights are how (not) to respond to economic regime change.
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Russia’s invasion & the aggressive economic sanctions in a deeply globalised world will lead to massive global economic disruption & structural change
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A week of remarkable events signals far-reaching global economic & political change ahead
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Russia's invasion of Ukraine accelerates structural changes in the global economic & political system, requiring hard choices to be made.
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As the Covid experience shows, countries with strong social & political institutions – notably small countries – consistently out-perform. But big challenges lie ahead.
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From Ukraine to trade sanctions, global economic & political pressures are playing out in Europe. The response will shape the global economic & political system
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