Macrocosm

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January 2023

Multipolarity: The Podcast
Exploring the geopolitics and economics of the emerging multipolar world order
 • 
Philip Pilkington
1

November 2022

Russian sanctions: the view from the car market
It is now pretty much consensus that the sanctions on Russia have failed. Yet their failure was extremely predictable. Why did Western policymakers…
 • 
Philip Pilkington
3
The shape of the chip market in the wake of the Chinese ban
It is very unclear what America is trying to achieve
 • 
Philip Pilkington
1
Will the weather save us from the energy crisis?
Eh, no
 • 
Philip Pilkington
1
What would a run on sterling driven by property outflows look like?
Pretty bad, to be honest
 • 
Philip Pilkington
2

October 2022

Chris Giles’ article on the energy crisis isn’t honest with the data
Earlier this week, the price on gas contracts in Europe went briefly negative. It was obvious this was a bubble, and a dive into the justifications for…
 • 
Philip Pilkington
2
The UK's debt crisis is going to be unique
And not in a good way
 • 
Philip Pilkington
2
The curious case of the missing natural gas imports
Strange things afoot in the EU natural gas import statistics
 • 
Philip Pilkington
2
Picking an Economic Fight With China is Unwise
Expect the consequences to be grim
 • 
Philip Pilkington
2

August 2022

July 2022

Is this or is this not a recession?
It doesn't matter, there are much bigger changes afoot
 • 
Philip Pilkington
2
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