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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
The effects of Covid-19 could deepen secular stagnation
June 2, 2020
Monetary policy as we know it has...
Gavyn Davies' Blog
Penny-pinching consumers could spell trouble for recovery
May 26, 2020
US savings rates are pushing towards record...
Why the US jobless surge is worse than in Europe
May 18, 2020
America’s emergency aid supports those made unemployed...
After lockdowns, economic sunlight or a long hard slog?
May 5, 2020
Equities imply that economic activity will swiftly...
The deflation threat from the virus will be long lasting
April 27, 2020
Supply lockdowns could cause bigger declines in...
The SDR is an idea whose time has come
April 20, 2020
An issue of new special drawing rights...
Do not count on a fast global economy bounceback
April 6, 2020
A very sudden stop has happened but...
Can the world economy “afford” this scale of fiscal and monetary stimulus?
March 25, 2020
By Gavyn Davies The measures being announced...
A strategy for the dysfunctional US Treasuries market
March 23, 2020
Fed could try yield curve control on...
What should macro policymakers do about the coronavirus?
March 2, 2020
The global economy faces a demand shock...
A crossover of fiscal and monetary policy
February 18, 2020
The twin pillars need to work together...
The Federal Reserve’s new inflation regime
February 11, 2020
Forthcoming decisions on average targeting will determine...
Steven Mnuchin is wrong about climate economics
February 4, 2020
The US Treasury secretary is dismissing the...