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Latest Macro Commentary
The Macro Commentaries are based on the FT Blogs by Gavyn Davies.
Japan’s Suga inherits an economy stabilised by Abenomics
October 20, 2020
The country is no longer such an...
Gavyn Davies' Blog
Global goods sector drives economic recovery
October 6, 2020
Markets are reflecting sectoral shifts in the...
Expect long-term economic scarring from Covid-19
September 22, 2020
Forecasts for GDP growth look optimistic, but...
The Fed risks higher inflation to boost jobs
September 9, 2020
The US central bank’s new monetary framework...
US Covid-19 surge could trigger a double-dip recession
July 20, 2020
Markets are ignoring the possibility that severe...
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...