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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
Fed communication glitch triggers market turbulence
October 16, 2018
The US economy is healthy but expensive...
Gavyn Davies' Blog
Stronger-for-longer American economy spooks bond investors
October 9, 2018
Nowcasts more robust than elsewhere as Powell...
Hard questions on a second Brexit referendum
October 2, 2018
Labour has shifted its view on a...
Why investors should worry about rising wages
September 25, 2018
Low wage inflation fuelled the bull market...
Can macro policy easing still rescue China?
September 18, 2018
Assets have slumped on misplaced fears that...
Firm global growth defies emerging market and trade risks
September 11, 2018
US and China remain robust as Europe...
Monetary policy for the next recession
July 31, 2018
Central banks have not honed their weapons...
Bank of Japan faces the return of very low inflation
July 24, 2018
None of the central bank’s indicators have...
Trade wars may make the Fed less hawkish
July 17, 2018
Rising inflation and lower growth pose new...
Chinese risks to global stability are overblown
July 10, 2018
Domestic demand slowed in May, but easier...
Global growth still firm in the face of trade wars
July 3, 2018
Despite the pessimistic narrative, US and China...
After the opening trade salvos, the big guns are readying
June 26, 2018
Protectionist measures are negligible so far but...
EM crisis clashes with Fed hawkishness
June 20, 2018
Emerging markets currency crash has left Fed...