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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
US Covid-19 surge could trigger a double-dip recession
July 20, 2020
Markets are ignoring the possibility that severe...
Gavyn Davies' Blog
Central banks expand their role to address the crisis
July 14, 2020
Far from being impotent, they have again...
Big data suggests a difficult recovery in US jobs market
July 10, 2020
Private sources paint a detailed and worrying...
The safe-asset shortage after Covid-19
June 29, 2020
Demand has outstripped supply since 2009 but...
Will public debt be a problem when the Covid-19 crisis is over?
June 23, 2020
There is unanimity about macroeconomic policy for...
Managing Covid debt mountains is a key task for the next decade
June 9, 2020
Treasury bond issuance and central bank QE...
The effects of Covid-19 could deepen secular stagnation
June 2, 2020
Monetary policy as we know it has...
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...