Writing about small advanced economies; global macro, economic policy, & politics from a small economy perspective; subscribe at https://xitter.cf/t.co/z2E5MtHyd6
Netherlands via S'pore, US, NZ
Joined January 2011
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David Skilling retweeted
According to @fibke & @dskilling, #AI could widen global #inequality as rich countries better harness benefits, poor countries struggle w/ disruptions, & AI increases pressure on dev. models.
Read on:
cgdev.org/blog/three-reasons…
David Skilling retweeted
To ensure AI development benefits everyone, we need global collaboration, ethical AI practices, and a focus on public services & underserved communities, say @fibke & @dskilling in their blog: '3 Reasons Why AI May Widen Global Inequality.' shorturl.at/YvYJC
ALT Students in a classroom using a high-tech screen attached to their tables for educational purposes. Photo credit: Ariel D. Javellana (ADB/2009) via Flickr
Some of my thoughts on the ongoing rise in public debt across advanced economies; and the economic and geopolitical risk exposures that this creates.
davidskilling.substack.com/p…
I timed my vacation to coincide with a few weeks of particular economic and political turbulence. My latest note with some thoughts on the structural drivers causing an upsurge in economic and political volatility, and why this is likely to continue:
davidskilling.substack.com/p…
Beyond the busy election calendar, structural changes in politics and policy are underway across advanced economies – with material economic consequences. My latest note: davidskilling.substack.com/p…
My thoughts on the winners and losers from ‘the great reindustrialisation’ process: what are the characteristics of economies that are best positioned to benefit from increased capex?
davidskilling.substack.com/p…
David Skilling retweeted
Two weeks of electoral drama around the world, from India and Mexico to Europe, highlight the consequential economic impact of politics: a sign of what to expect as we look to elections in France and then the US. My note:
davidskilling.substack.com/p…
David Skilling retweeted
Recent market movements in France highlight how suddenly investors can start pricing in institutional and political risk, with very little warning (h/t @dskilling for the chart).
My recent @The_Budget_Lab report analyzes these same risks in the US context
budgetlab.yale.edu/news/2405…
A quick thread on my new @The_Budget_Lab report about the US "safe harbor premium" and rising political risk. Full report below. /1 budgetlab.yale.edu/news/2405…
Two weeks of electoral drama around the world, from India and Mexico to Europe, highlight the consequential economic impact of politics: a sign of what to expect as we look to elections in France and then the US. My note:
davidskilling.substack.com/p…
David Skilling retweeted
Economic relations are increasingly contingent on the geopolitics. My note today considers 5 developments in trade flows to illustrate this, from US/China, to North Asia, Mexico, & Australia. A new globalisation is emerging.
davidskilling.substack.com/p…
Economic relations are increasingly contingent on the geopolitics. My note today considers 5 developments in trade flows to illustrate this, from US/China, to North Asia, Mexico, & Australia. A new globalisation is emerging.
davidskilling.substack.com/p…
David Skilling retweeted
After decades of relatively weak investment across advanced economies, we are entering a period of significantly increasing public and private investment - what I am calling 'the great reindustrialisation'.
davidskilling.substack.com/p…
David Skilling retweeted
Striking from @dskilling on "the great reindustrialisation" — a new capex boom with "first-order implications across the global economy".
Net zero transition + AI +, of course, geopolitical rivalry. "wartime economies tend to be capital intensive....."
davidskilling.substack.com/p…
After decades of relatively weak investment across advanced economies, we are entering a period of significantly increasing public and private investment - what I am calling 'the great reindustrialisation'.
davidskilling.substack.com/p…
David Skilling retweeted
My latest note on the pressures across the global exchange rate system due to a strong USD, and the potential for shocks. Currency wars may become another dimension of strategic competition between the big powers.
The note is available at: davidskilling.substack.com/p…
My latest note on the pressures across the global exchange rate system due to a strong USD, and the potential for shocks. Currency wars may become another dimension of strategic competition between the big powers.
The note is available at: davidskilling.substack.com/p…
David Skilling retweeted
This graph is pretty striking: New Zealand's productivity performance is historically poor and now looks shocking h/t @dskilling
Very good @FT piece on the global spillovers of China's new growth model - and its limitations - with some comments from me. The piece is available at: ft.com/content/ae517907-0244… @edwardwhitenz
David Skilling retweeted
Data from @imandylin2 @WorldBank & analysis from @SOAS @OliviaCheung_oc He Shujing of @PlenumChina @michaelxpettis @CarnegieChina @dskilling et al
Xi Jinping has won praise for calling time on unsustainable property and infrastructure spending, but trading partners now fear a flood of cheap exports. Will his manufacturing plan be enough to rescue China’s economy? ft.com/content/ae517907-0244… via @FinancialTimes w @cheng_leng_
I co-wrote an op-ed in the South China Morning Post today with Donald Low, with some thoughts on the global economic and geopolitical spillovers of China's drive for industrial dominance.
scmp.com/week-asia/opinion/a…
