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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
The Fed thinks it is 1995 all over again
June 11, 2019
Tariffs raise US inflation but the central...
Gavyn Davies' Blog
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...
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...