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David SkillingPerspectives on the intersection of global economics, geopolitics, & economic policy, by David Skilling
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 6 years ago | Last Issue | 2 months ago |
| Active | |||||
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davidskilling.substack.comLatest Issues
From the market state to state capitalism
My writing regularly references ‘regime change’. So in this note, I outline my assessment of the characteristics and implications of this global economic and geopolitical regime change. I provide insights on these issues in advisory work...
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
2026 will be another disruptive year of structural global economic and geopolitical change
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....
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Senior advisor on geopolitics, global macro, & economic policy to firms, investors, & governments.
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