Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
Macro Commentary
Gavyn Davies' Blog
Why is Germany flirting with recession?
February 5, 2019
China is an important factor but temporary...
Will we see a rerun of a market meltdown, just like in 2016?
January 29, 2019
Many observers believe global recession risks are...
The Fed’s balance sheet is (mostly) a red herring
January 22, 2019
QE had significant economic and market impact...
Recessions and bear markets — the terrible twins
January 15, 2019
A global recession is unlikely this year,...
Better late than never, Chairman Powell
January 7, 2019
Federal Reserve chief indicates the rate pause...
Markets fear faster UK inflation as Brexit looms
December 18, 2018
Rise in inflation swaps has occurred at...
New Year, New Federal Reserve
December 11, 2018
Forward markets now show only one rate...
Trade truce provides time for Beijing to stabilise
December 4, 2018
As the US economy slows down, China...
Recessions and bear markets: close relations but not twins
November 27, 2018
Equities have come under pressure even though...
A weakening Europe will not be the global growth locomotive
November 20, 2018
Eurozone returns to ‘old normal’ after last...
No boom, no bust in US housing
November 13, 2018
Higher mortgage rates will not cause a...