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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
ECB considers options to combat low inflation
April 16, 2019
Draghi’s successor will need new weapons to...
Gavyn Davies' Blog
Global economy may still defy the pessimists this year
April 9, 2019
The sharp slowdown late in 2018 has...
The great bull market reaches its 10th birthday
April 2, 2019
What does this phenomenal rise in risk...
US corporate debt is high but not yet dangerous
March 26, 2019
Financial balance is strong but the leveraged...
China’s cyclical recovery is picking up steam
March 12, 2019
Growth rebounds as the threat of trade...
Federal Reserve’s fundamental rethink about inflation
March 5, 2019
Can monetary regime prevent US from morphing...
Alarm bells ring for the Goldilocks world economy
February 26, 2019
Advanced economies, particularly the eurozone, are still...
China’s new trade offer is better than a tariff war
February 19, 2019
Xi Jinping’s plan would turn the country...
How American women can help the Fed — and vice versa
February 12, 2019
Female labour participation is rising again, relaxing...
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,...