small world
David SkillingPerspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 160 | Subscribers | Read | davidskilling.substack.com |
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Iran and a new world economic order
> This note draws on analysis prepared for Landfall Strategy Group clients. I discuss the implications of global economic and geopolitical regime change, including developments such as the Iran conflict, in client briefings and advisory wor...
The economic consequences of the Iran war
The US and Israel have again combined world-leading military and intelligence capabilities to deliver a major blow to Iran. The market response is roughly as expected: energy prices are up, along with some commodities, on disruptions to mov...
Inflation, regime change, & the Fed
There has been a sense of relief in markets and elsewhere at the nomination of Kevin Warsh as the new Federal Reserve Chair. He is not an institutional bomb-thrower, has relevant experience, and is regarded as less explicitly deferential to...
Thoughts on the 2026 outlook
Reading through a small mountain of 2026 outlook documents over the past few weeks, I was struck by the relative tightness of the consensus outlook. 2026 is widely expected to look much like 2025 in terms of economic and market outcomes. Th...
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Senior advisor on geopolitics, global macro, & economic policy to firms, investors, & governments.
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