Videos & Podcasts
Macro Matters
Immigration and the dots
As at 22 March 2024
In this video Gavyn Davies, Executive Chairman and Co-founder and Andy Bevan, Partner and Economic Advisor discuss:
- The Fed’s stance on interest rates remains cautious
- The impact of immigration on labour supply and the long-term “dot”
- The UK’s near-term outlook is for much lower inflation, leading to a dovish response from the Bank of England
- The ECB is targeting a rate cut in June, but not necessarily in every meeting thereafter
- Germany’s manufacturing sector remains weak but the overall European economy is showing a modest pick-up
- Global manufacturing appears to be improving
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