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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
Will the Fed want more than ‘insurance cuts’ in interest rates?
July 16, 2019
The FOMC thinks low growth and low...
Gavyn Davies' Blog
UK nears recession as Brexit deadline looms
July 9, 2019
Business uncertainty is hitting Britain harder than...
World economy still vulnerable despite G20 tariff truce
July 2, 2019
Trump-Xi talks neither a saviour nor a...
Should the markets fear a Halloween Brexit?
June 25, 2019
Boris Johnson is more determined than Jeremy...
Should we really be worried about an inverted yield curve?
June 18, 2019
The recession indicator is not perfect but...
The Fed thinks it is 1995 all over again
June 11, 2019
Tariffs raise US inflation but the central...
How markets are reacting to the US-China trade war
June 4, 2019
Last year’s global market panic has not...
Shinzo Abe contemplates one last throw of the economic dice
May 21, 2019
With growth weak, Japan’s prime minister weighs...
The Fed grapples with low inflation and trade wars
May 14, 2019
Markets expect rates to be cut but...
Eurozone to rebound on domestic and China stimulus
May 7, 2019
Despite lagging the global recovery outlook is...
What you need to know about modern monetary theory
April 30, 2019
MMT does not win much respect from...
ECB considers options to combat low inflation
April 16, 2019
Draghi’s successor will need new weapons to...
Global economy may still defy the pessimists this year
April 9, 2019
The sharp slowdown late in 2018 has...